Reports
Choose a report, review its results, and download the information you need.
Reports help you answer a workforce question with a defined set of records, dates, and measures. You might review vacant positions, compare position budgets with calculated employee costs, or check a workforce plan. Your edition and access determine which reports and information are available.
Choose the report that matches your question, set its criteria, and run it. A finished report keeps the result prepared for that run, so check its dates and filters before comparing it with another page or downloading it. Reading or downloading a report does not change your records. If you need to add or update information from a file, use Imports and its templates instead. The references below explain what each report family includes and how to interpret its results.
Choose an article
How it works
- Understand reports
Learn how report questions, measures, dates, filters, and saved results determine what your results mean.
Run and review reports
- Choose, run, and download a report
Choose a report, set its dates and filters, review the result, and download CSV or Excel.
Reference and examples
- Position and organization setup reports
Choose a report for positions, staffing, vacancies, reporting lines, changes, or organization setup.
- Labor budget and actual compensation reports
Choose a financial report, follow its calculations, and find missing budget or pay information.
- Workforce plan reports
Download workforce plan totals, proposed changes, and comparisons for review.
- Access and activity reports
Review who can see and change information, and find changes made without a separate approval.
Fix a problem
- Report is waiting, failed, or unavailable
Follow a waiting report, recover from an error, and check missing or expired downloads.
- Report totals do not match
Compare the dates, records, and meaning of two amounts to understand why they differ.
Related topics
- Understand imports
Learn how templates, validation, previews, and application work together when adding or changing records from a CSV file.
- Understand effective dates
Choose when a value applies, understand which entry wins, and review or correct its history.
- Roles and permissions
Choose what each person can see and change, and which departments they can work with.