This guide walks you through creating a custom report in Humaans, selecting the data you need, and downloading it as a CSV (or XLSX for payroll reports).
Opening the custom report builder
To create a custom report:
Navigate to Reports from the left-hand menu.
Click the Create custom report button in the top-right corner.
The Export data window will open.
You can also click on any pre-built Template to open the export window with pre-selected fields. You can then customise the fields and filters before downloading.
Step 1: Choose a report type
In the Export data window, select the report type from the Report type dropdown on the right:
People — Employee profiles, employment, banking, compensation, social, diversity, and time away balances
Time away — Individual time away entries with approval details
Equipment — Equipment assigned to employees
Timesheets — Submitted timesheet records
Documents — Documents attached to employee profiles
Identification — Identity documents (available to Owner, Admin, Finance, and Editor roles)
Workflow activity — Workflow execution and task completion details
Change log — Audit trail of changes to employee records
Payroll changes — Changes relevant to payroll processing
Requests — Request and approval records
The report type determines which data fields and options are available.
Step 2: Set the date range
Use the Period selector on the left to choose the time range for your report. Available options include:
Last 7 days, Last 30 days
This month, This quarter, This year, Year to date
Last month, Last quarter, Last 12 months
Last 2 years, Last 5 years, All time
Custom date range using the date picker
For Change log reports, this is called the Input period — only changes made within this period are included. For Payroll changes reports, you set both an Effective period and an Include changes since date.
Step 3: Apply filters (optional)
Use the Filters section to narrow down which employees are included in the report. You can filter by:
Space, Department, Teams, Place of work, Country, City
Contract type, Payroll provider, Org level
Manager (reporting to), Reports up to
Click the filter pill area to add a filter. Each filter supports operators like is, is not, exists, and does not exist.
Step 4: Select data fields
The main body of the export window shows all available data fields organised into sections. Each report type has different sections:
Basics — Name, email, phone, address, date of birth, etc.
Employment — Job title, department, manager, start date, contract type, etc.
Section-specific fields — Depending on the report type (e.g. Banking, Compensation, Time away entries, Equipment details)
Check the boxes next to each data point you want to include. Any custom fields you have configured in Humaans will also appear in the relevant section.
Step 5: Configure additional options
Depending on the report type, you may see additional toggle options at the bottom:
Toggle | Description |
Include offboarded employees | Include people who have left the company |
Include role and compensation history | Show historical role and compensation changes (People reports) |
Include employees without equipment | Include people even if they have no equipment assigned |
Include employees without documents | Include people even if they have no documents |
Include all document versions | Show all versions of identity documents, not just the latest |
Include adjustments | Include manual time away adjustments in the report |
Include archived workflows | Include data from workflows that have been archived |
Step 6: Download your report
Once you have configured your report:
Click Download CSV (or Download XLSX for payroll reports).
The report will be generated and automatically downloaded to your computer.
A confirmation toast will appear: "Downloading data export".
Saving for later
If you want to reuse this report configuration, click Save as... instead. This opens the save dialog where you can name the report and optionally share it or set up a schedule. See the Saving and managing reports guide for more details.