Can I choose a date range?

No. Each report covers its own fixed window — the current year for leave utilisation, the current month for the leave workflow, the last six locked runs for payroll — and the filename says which. The Reports page is a snapshot, not a query builder.

Do managers and admins get the same files?

No. Managers get the cards their screen shows, narrowed to the people they can see. Recent activity is admin-only. Payroll summary and Contractor payouts are limited to the people who administer payroll, so a manager sees neither card nor file — and if your organisation restricts payroll to finance, HR admins do not see them either. Asking for a card you cannot see is refused rather than answered with an empty file.

Who can export the payroll figures?

Only the people who can open Payroll itself. Reports applies the same permission the Payroll module applies, including the setting that restricts payroll to your finance team, so the export can never widen who sees the money.

Why can I see some module sections but not others?

Each section of Module snapshots follows the permissions of the module it reports on. If you administer Recruitment but not Assets, you get the recruitment counts and not the asset ones — the same split the modules' own pages apply, where you see the whole organisation only for the modules you administer.

Why does a figure say "withheld"?

Because it would describe too few people to report safely — an eNPS score, an average satisfaction rating or a leave type only one or two employees have used. The number is withheld on the card and in the file, and both say so rather than showing a blank or a zero, either of which would read as a real result.

Is the download recorded anywhere?

Yes. Every export writes an audit-log entry naming the report, the period it covered and how many rows it contained.

Are the payroll numbers the same as on the payslips?

Yes for the run totals — the export copies the figures stored on the payroll run itself, rounded to whole rupees exactly as the dashboard displays them. The per-employee statutory filing files (PF, ESI, PT, TDS) are downloaded from Payroll, not from here.

How do I export a report?

Quick answer

Open Reports and choose Export CSV at the top right. Pick a report from the menu and the file downloads immediately. The menu lists only the cards you can actually see, each file covers that report's own fixed window, and every download is recorded in the audit log.

What you can export

One file per card on the page:

Headcount by type — one row per employment type, with a total.
Department distribution — headcount per department, with a total.
Leave utilisation — allocated, used and pending days per leave type, for the current year.
Leave workflow — pending, escalated, approved and rejected counts for the current month.
Performance cycle — appraisals completed, appraisals in draft, and peer feedback submitted, each against its total.
Module snapshots — one row per metric for each module your organisation has switched on (assets, helpdesk, surveys, recruitment, offboarding).
Payroll summary — payroll administrators only: the last six locked payroll runs, with period, headcount, gross, deductions, net paid and employer cost.
Contractor payouts — payroll administrators only: net disbursed and workers paid per period, for approved and paid payouts.
Recent activity — admins only: the last ten audit events, as when, actor, action and target.

If a module is switched off, its report is not in the menu — an absent card never becomes an empty file. The same is true of a card your permissions do not include.

What your role changes

The export follows the screen, never widens it:

Employees cannot open Reports at all, and cannot export.
Managers get the cards their screen shows, over the people their role lets them see. A manager's headcount file counts their own people, not the whole company.
Admins get everything their own permissions allow, including Recent activity, which is admin-only on the screen and admin-only in the download.

Payroll and contractor payouts follow Payroll's own permissions, not Reports'. The Payroll summary and Contractor payouts cards appear only for the people who administer payroll in your organisation — the same people who can open Payroll itself. Managers do not see those cards and cannot download those files. If your organisation has restricted payroll to its finance team, then HR admins do not see them either, on this page or anywhere else. When a card is not on your screen, asking for its file is refused rather than answered with an empty or zeroed spreadsheet.

Every module's figures follow that module's own permissions too. The Module snapshots card shows organisation-wide counts for Assets, Helpdesk, Surveys, Recruitment and Offboarding, and each section appears only for the people who administer that module — the same permission that decides whether the module's own page shows you the whole organisation or only your own records. On Assets you see your own equipment unless you administer assets; on Helpdesk you see your own tickets unless you work the queue. Reports does not widen either. Someone who administers only one of these modules gets that section and no others, and a person who administers none does not get the card or the file.

Anonymity thresholds apply to small groups. Where a figure would describe only a handful of people, it is withheld rather than shown: an eNPS score from too few responses, an average satisfaction rating from too few people, or a leave type only one or two employees have taken. The card and the file both say the figure is withheld and why — they never show a blank or a zero in its place, because either would read as a real result.

No export contains a column the card does not display. The activity file, for example, carries exactly the four columns you see — when, actor, action and target — and no technical origin details.

What is in the file

Plain CSV, comma-separated, one header row then the data. It opens directly in Excel, Numbers, Google Sheets or any spreadsheet tool.
Money is whole rupees, rounded exactly the way the dashboard displays it, so a total in the file matches the tile it came from.
Times are IST and written as YYYY-MM-DD HH:mm, so they sort correctly and never depend on your spreadsheet's timezone.
Days are numbers, not text, so a leave column can be summed.

Reading the filename

Files are named <organisation>-<report>-<period>.csv, for example acme-leave-utilisation-2026.csv or acme-leave-workflow-2026-08.csv.

The period is the window the report actually covers — a year for leave utilisation, a month for the workflow counts, the latest closed period for payroll and payouts, and today's date for the reports that are a live count. A folder of these files stays readable months later.

If a report is empty

A report with nothing in it still downloads: you get the header row and no data rows, rather than an error. That is deliberate — it tells you the columns the report would have contained, and confirms the export ran.

Where the other exports live

The Reports exports are summaries. For the detailed files:

Raw people data — the Directory has a filtered CSV export for HR admins.
Bank transfers and statutory filings (PF, ESI, PT, TDS, the EPFO ECR file, the ESIC return, Form 24Q) — these come from an approved payroll run, in Payroll.
Contractor bank transfers and payment advices — from Contractor payouts.

Keeping the filing files in one place is deliberate: those numbers are computed per employee for a specific return, and there is exactly one place they are produced.

Frequently asked questions

Can I choose a date range?: No. Each report covers its own fixed window — the current year for leave utilisation, the current month for the leave workflow, the last six locked runs for payroll — and the filename says which. The Reports page is a snapshot, not a query builder.
Do managers and admins get the same files?: No. Managers get the cards their screen shows, narrowed to the people they can see. Recent activity is admin-only. Payroll summary and Contractor payouts are limited to the people who administer payroll, so a manager sees neither card nor file — and if your organisation restricts payroll to finance, HR admins do not see them either. Asking for a card you cannot see is refused rather than answered with an empty file.
Who can export the payroll figures?: Only the people who can open Payroll itself. Reports applies the same permission the Payroll module applies, including the setting that restricts payroll to your finance team, so the export can never widen who sees the money.
Why can I see some module sections but not others?: Each section of Module snapshots follows the permissions of the module it reports on. If you administer Recruitment but not Assets, you get the recruitment counts and not the asset ones — the same split the modules' own pages apply, where you see the whole organisation only for the modules you administer.
Why does a figure say "withheld"?: Because it would describe too few people to report safely — an eNPS score, an average satisfaction rating or a leave type only one or two employees have used. The number is withheld on the card and in the file, and both say so rather than showing a blank or a zero, either of which would read as a real result.
Is the download recorded anywhere?: Yes. Every export writes an audit-log entry naming the report, the period it covered and how many rows it contained.
Are the payroll numbers the same as on the payslips?: Yes for the run totals — the export copies the figures stored on the payroll run itself, rounded to whole rupees exactly as the dashboard displays them. The per-employee statutory filing files (PF, ESI, PT, TDS) are downloaded from Payroll, not from here.

This guide also lives in the help centre at /help/reports/exporting-reports, which is its canonical home.