Custom Reports Overview – Lattice Help Center

Types of Custom Reports

Employee Snapshot: View an employee snapshot showing their current or historical records.
Time Off Balance Summary Report: View employee beginning/ending balance and accruals plus time off taken, scheduled, requested and declined.
Employee Leaves Report: Shows all employee leaves that fall within a specified date range.
Profile Audit Log: Display all changes, edits, cancellations, requests, approvals, and declines to User Profiles for a specified period.
Profile Change Report: Show past changes and approved future changes over a specified period. This report mirrors the data shown in the employee's profile page.

When designing the Custom Report, admins can search for and select the fields they would like to include in the report:

Navigate to Admin > Analytics > Custom Reports.
Select the report OR create a New Report.
Under Select tracked fields, search for 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.
Once configured, Save or Download.

Navigate to Admin > Analytics > Custom Reports.
Select the report OR create a New Report.
On the right-hand side, under Columns, drag and drop the column headers to your preferred order.