Reports & Analytics

Generate insights across HR, finance, performance, and operations.

What You’ll Learn

• Access built-in reports
• Apply filters and customize views
• Export reports for analysis

Accessing Reports

Step 1: Go to Reports → Dashboard

Interface Breakdown

• Report Categories: Attendance, Leave, Expense, Performance, Finance
• Filters: Department, role, date range
• Export Options: PDF, Excel, CSV

Generating a Report

• Select report type
• Apply filters
• Click Generate Report

Exporting Reports

• Click Export
• Choose format and fields

Mobile Usage

• View reports on mobile
• Use pinch-to-zoom for charts

Best Practices

• Schedule monthly reports for leadership
• Use filters for targeted insights

Troubleshooting

• Report not generating → Check filters and data availability
• Export failed → Try a smaller data range