Admins in Lattice have the ability to design their own CSV export of employee data through Reports.
Note: Another admin cannot view the report automatically. The report must be shared by the creator for other admins to access it.
Create and download an export
- Navigate to Admin > Analytics > 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 report in the future, select Save at the top right.