Lattice Talent 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:
  1. Once you have built out your recurring report, select Schedule.
  2. Enter a Title and choose the export Frequency: Daily, Once a Week, or Once a Month.
  3. Select Save.
  4. When your export is ready, you’ll receive an email notification with a link to your export to download. Select View report.
- Share:
  1. Select the ellipsis (...) next to the report you are looking to share> Share.
  2. Select the employees you want to share the report with.
  3. Select Save changes.
- Duplicate:
  1. Select the ellipsis (...) next to the report you are looking to duplicate > Duplicate.
  2. Create a new title for the duplicated report > Save.
- Delete

Employee Snapshot: View an employee snapshot showing their current records.
Review Responses Log: View all submitted responses from your performance reviews.

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.