Imports and exports
Export data
Choose the right report, current-values template, or list download and handle exported organization data safely.
Updated August 2, 2026
Overview
FTE Tree exports data through report downloads, current-values update templates, and selected list pages. Choose the export based on what you plan to do with it.
An export contains only information your access permits, but the downloaded file can still be sensitive once it leaves FTE Tree.
Choose an export
| Need | Best choice |
|---|---|
| Period totals, calculations, or a formal result | Run and download a report. |
| Edit current setup or workforce records for re-import | Download a current-values update template. |
| Work with the records on a particular eligible list | Use that list’s download action. |
| Reconcile position costs with finance or payroll | Use the report and reconciliation guidance. |
Download a report
Use Run and download reports to choose dates, filters, and result format. Keep the report number or run details with any reconciliation notes so another person can reproduce the result.
Download current values
Use a current-values update template when you intend to change existing records and upload them again:
- Choose the exact import type and Update mode.
- Download current values.
- Protect the original file.
- Edit only intended values.
- Leave supported update cells blank when the current value should remain.
- Validate the edited CSV before applying changes.
Templates use your organization’s current field labels and active columns. Download a new template instead of relying on an old saved copy.
Access and protected values
Position, employee, compensation, approval, and import downloads follow the relevant record access and View sensitive workforce data. A current-values file can require broader access than viewing one record because it covers the organization.
Downloads are recorded in activity history where applicable.
Handle files safely
- Save exports only in approved locations.
- Share them only with people who need the contained data.
- Do not place sensitive exports in public links or unapproved email.
- Remove working copies when the task and retention requirement are complete.
- Keep the report or import reference needed to reproduce the result.
Common questions
Why is a column missing?
Your access, the selected export, or the organization’s current field setup may not include it.
Why can I view a record but not download current values?
Organization-wide downloads can require broader access than an individual record.
Can I upload a report download as an import?
Not unless it matches the current import template exactly. Start with the correct Create or Update template.