Data Extracts is a powerful tool that allows us to generate reports, showing us key employee data on an individual, departmental or organizational level.

To create our first data extract, we start by clicking on the Data Extract menu item.

Under the ‘select an extract’ option, you will see we are able to run a number of preset and pre-built extracts.

You can view data on employee info, leave and absence, automated reminders and also the admin setup and configuration of your account.

Once you have selected the extract you want to view. Click the ‘submit’ button on the right side of the page and it will draw through the information you want to view. You will also see on the left-hand side above this information that we can sort our report by department or in the case of leave and absence, leave types, status and the date range under which the leave appears.

Once you have configured your extract to show your desired information, you are then able to export this data to an XML or Excel file if you wish to do so.

You will be able to find a separate guide on how we can create, run and save custom data extracts.