Analytics & Exports

Analytics & Reports

Accessing Reports

Go to Analytics from the main navigation to access comprehensive reporting.

Available Reports

Team Performance Reports:

• Work hours by team member
• Overtime trends
• Attendance patterns
• Productivity metrics

Vacation Reports:

• Vacation balance summaries
• Usage trends
• Upcoming absences
• Carryover analysis

Time Tracking Reports:

• Daily/weekly/monthly summaries
• Clock in/out patterns
• Late arrivals and early departures
• Break time analysis

Exporting Data

Export reports in multiple formats:

1. Generate the desired report
2. Click "Export" button
3. Choose format:
   • CSV: For spreadsheet analysis
   • Excel (.xlsx): With formatting preserved
   • PDF: For printing and sharing
4. Download the file

Report Filters

Customize reports using filters:

• Date Range: Select the period
• Team/Department: Filter by group
• Employee: Individual or multiple selection
• Location: By work location
• Status: Active/inactive employees

Scheduled Exports

Set up automated delivery for payroll, data, and audit exports from Settings -> Scheduled Exports.

1. Go to Settings -> Scheduled Exports
2. Click New Schedule
3. Configure:
   • export type or target
   • frequency (daily, weekly, monthly, quarterly, or custom cron)
   • recipients and delivery method
   • date-range behavior and optional filters
4. Save the schedule

Use Settings -> Export Operations to monitor failures, next run times, and recent activity across those scheduled jobs.

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Data Export & Warehousing

Data Export System

The export system allows you to export organization data for backup, compliance, or integration with external systems.

Export Operations Monitoring

Use Settings -> Export Operations when you need an operational overview instead of a setup page.

The cockpit highlights:

• current export-related alerts
• upcoming scheduled runs
• recent payroll, audit, and scheduled export activity
• links back to the detailed settings pages that resolve each issue

This is the right starting point when a scheduled export did not run, a payroll connector needs attention, or you want to confirm whether the latest export workflow completed successfully.

Creating an Export

1. Go to Settings → Export
2. Click "New Export"
3. Select data to export:
   • Employees: All employee records
   • Time Entries: Clock in/out records
   • Absences: Vacation and time-off records
   • Audit Logs: System audit trail
4. Choose date range (if applicable)
5. Select format:
   • CSV: Comma-separated values
   • JSON: Structured JSON format
6. Click "Start Export"

Asynchronous Processing

Large exports are processed asynchronously:

• Export job is queued for background processing
• Email notification sent when export is ready
• Download link available in export history

Server-Side Report Generation

For large organizations, reports are generated server-side:

1. Request a report - Configure filters and click "Generate"
2. Background processing - The job queue processes your request
3. Progress tracking - See generation progress in the UI
4. Notification - Receive notification when complete
5. Download - Access the report from your export history

Benefits of server-side generation:

• Handle millions of records without browser timeouts
• Continue working while reports generate
• Consistent formatting regardless of data size
• Automatic retry on temporary failures

Job Queue System

Large exports use a job queue for reliable processing:

View queue status:

1. Go to Settings → Export → "Jobs"
2. See all pending, active, and completed jobs
3. Cancel queued jobs if needed
4. Retry failed jobs

Export History

View all previous exports:

1. Go to Settings → Export → "History"
2. See all exports with:
   • Date created
   • Data types included
   • File size
   • Status (processing, ready, expired)
3. Download or delete exports

Storage Settings

Configure external storage for exports:

1. Go to Settings → Export → "Storage"
2. Configure S3-compatible storage:
   • Bucket name
   • Region
   • Access credentials
3. Test the connection
4. Save settings

Exports will be stored in your configured storage instead of local storage.

Data Warehousing

For advanced data warehousing needs:

1. Go to Settings → Data Warehousing
2. Configure automated data sync:
   • Target warehouse (Snowflake, BigQuery, etc.)
   • Sync frequency
   • Data tables to sync
3. Enable warehousing

Export Retention

• Exports are retained for 30 days by default
• Expired exports are automatically deleted
• Configure retention period in settings