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Employee Snapshot Report

Written by Adam

Admins can view and export an employee snapshot showing their current records at the time of report creation.

  1. Navigate to Admin > Analytics > Reports.

  2. Select New report.

  3. Select the Employee Snapshot option.

  4. Filter to capture relevant employee data.

  5. Search and select the fields to include in the export.

    • To select all fields within a category, mark the checkbox in the categories column on the left-hand side in the Fields section.

    • To select specific fields within a category, select the category on the left-hand side in the Fields section and mark the checkbox for any relevant fields on the right-hand side.

  6. Select Download CSV or select Save.

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