Browse the report catalog
Go to Reports > Catalog to see every available report organised by domain.
Report categories:
- Attendance — attendance summary, punch logs, late arrivals, absenteeism.
- Leaves — leave balance, leave utilisation, LOP report.
- Requests — HR request status, approval turnaround times.
- Payroll — payroll register, salary register, deduction summary.
- Workforce — headcount, department distribution, joining/exit trends.
- Recruitment — pipeline summary, source effectiveness, time-to-hire.
- Performance — review scores, KPI completion, goal progress.
- Operations — asset inventory, task completion rates.
Running a report:
- 1Click 'Run' on any report to generate it with current data.
- 2Apply date range, department, and employee filters to narrow the scope.
- 3Reports render in a sortable, filterable table.
- 4Export as Excel or PDF for offline use or sharing.
View and customise reports
Customisation options:
- Column visibility toggles — show or hide fields to focus on what matters.
- Date range filters — view data for any period.
- Department and employee filters — narrow to specific teams or individuals.
- Sort by any column — find the data you need quickly.
Exporting:
- Download as Excel for further analysis or sharing with stakeholders.
- Download as PDF for formal reporting or compliance records.
- Report views are permission-gated — users see only data they have access to (team vs. all, based on role).

Schedule report alerts
Go to Reports > Alerts to set up automated report delivery — no manual generation needed.
Creating an alert:
- 1Click 'Create Alert' and select the report.
- 2Choose the schedule — daily, weekly, or monthly.
- 3Set the recipients — individuals or groups.
- 4Choose the format — Excel or PDF.
- 5Save — the system generates and emails the report on schedule.
Common alert schedules: weekly attendance summaries to managers, monthly payroll reports to finance, quarterly performance summaries to leadership.
Use the dashboard for at-a-glance KPIs
The Dashboard is the first thing users see after login — a snapshot of key metrics and pending actions.
Dashboard widgets:
- Employee headcount — total active employees by department.
- Attendance today — who's present, absent, or on leave.
- Pending leave requests — items needing manager approval.
- Upcoming events — birthdays, work anniversaries, holidays.
- Pending approvals — requests awaiting your action.
- Quick actions — apply for leave, mark attendance, submit a request.
Widgets are role-aware: managers see team metrics, admins see company-wide data. The dashboard refreshes on every visit.
