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Create reports and exports

Understand PDF and CSV output, branding options, and export permissions.

Where reports live

Each module has its own Reports or Analytics pages. There is no single cross-module reports page.

Export access is separate

Viewing a report may not let you download it

Exports are separate permissions. If the export button is missing, ask an administrator to check that module’s export permission.

Examples by module

  • Time Clock: PDF/CSV time reports.
  • Credits, Scheduling, Training, Tickets, Budget: PDF/CSV reports.
  • Resources: completion exports.
  • HR Info: outcome reports and printable notices.
  • Checklists: compliance reports in CSV/PDF.
  • Assets: CSV export.
  • Incident Reporting: printable copies and JSON.
  • Corrections, Meet attendance, Surveys: CSV.
  • Payroll: CSV/TSV export files for your provider.

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