After uploading employees onto Talexio, you may wish to download a report of all/some employees containing specific data fields in Excel format. For more information on how to add employees, click here.
The following permissions are required to complete the actions mentioned in this article:
- Manage All Employee Data - This permission is required for access to the Reports via the People section.
Generating a New Report
To generate a new report, go to the People section. From here, click on Reports and then click on Generate a New Report.
When you are presented with the dialog box, complete the box with the desired fields under Report Settings and the desired filters under Date-based filters. Then click on Generate and you will be able to download your report.
For more information about filters in the People section, please click here.
For more information about saving Report templates in the People section, please click here.
For more information about scheduling Reports in the People section, please click here.