Admins in Lattice have the ability to design their own CSV export of employee data through Custom Reports.
Please note that another admin cannot view the report automatically. The report must be shared by the creator for other admins to access it. See Share a Custom Report.
Create and download an export
- Navigate to Admin > Analytics > Custom reports.
- Select New report.
- Select the Employee Snapshot option.
- Select the Report date.
- Filter to capture relevant employee data.
- 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.
- Select Download CSV.
To save the report view to quickly navigate and download the custom report in the future, select Save at the top right.