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How to download reports on submitted requests and employee records as an HR Admin?

Cara Benecke avatar
Written by Cara Benecke
Updated over a week ago

1. Downloading a report of all submitted requests

Downloading reports on submitted requests for workations and business trips allows you to export all related data into a csv file. This feature is particularly useful for creating customized reports based on the data collected through trip submissions.

How to download:

  1. Navigate to the "Requests" section in the menu.

  2. If you have both workation and business trip options activated, select the section for which you want to download the report.

  3. Click on the "Download" button located in the right corner to generate the csv file.

  4. The file will automatically be saved to your download folder, depending on your browser settings.

2. Downloading the people overview report

The people overview report provides a comprehensive list of all invited, active, and inactive employees and HR-Admins. This is essential for maintaining up-to-date records of your organization's human resources.

How to download:

  1. Go to the "People overview" section in the menu.

  2. Click on the "Download" button located in the right corner to generate the csv file.

  3. The file will be saved to your download folder based on your browser settings.

Additional Tips:

  • Ensure you check your browser's download settings if you face any issues locating the downloaded files.

  • Customize the downloaded csv files using filters and pivot tables to analyze the data according to your needs.

This guide should help you efficiently manage and analyze HR data through our system. If you have any questions or require further assistance, please do not hesitate to contact the support team.

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