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

Advanced data warehousing can support downstream analysis in tools such as Snowflake or BigQuery when those destinations are enabled for your organization.

Advanced warehousing destinations depend on the integrations enabled for your organization. If you do not see a data warehousing setting, use the standard exports available from analytics and payroll workflows.

Export Retention

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