Managers are able to design their own CSV export of their direct and indirect reports through Reports.
Create and download an export
- Navigate to Reporting > Reports from your Homepage.
- Select New report.
- Select the Employee Snapshot type.
- Choose 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.