Lattice HRIS Reports Overview – Lattice Help Center

Reports Page Overview

Navigate to Admin > Analytics > Reports.
Search for the report, Sort By: Alphabetical or Last created, or filter by report type.
Next to the report, select the ellipsis (...) to:
- Schedule
- Share
- Duplicate
- Delete

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.
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 a report, admins can search for and select the fields they would like to include in the report:

Navigate to Admin > Analytics > 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 > 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.