For in depth reporting within Appogee Leave, it's possible to run a Data Export based on various datasets. This will create a CSV file for you to export and download, so you can look at it in more detail in a spreadsheet programme.
You can create templates specific to your requirements and save these templates so you can set them up on a schedule.
Creating a template
Go to Reporting > Data Export > Templates.
On the templates tab, click Create template in the top right corner.
Work through the steps to create your template.
1. Details - give the template a name and optionally a description.
2. Dataset - choose which data set you require for this export. Once selected, you can switch on and off certain fields which will create columns in the export.
3. Filters - optionally add filters to your export, for example only showing requests in the last 3 months.
4. Schedule - optionally set the report to run on a monthly or weekly schedule.
Now save your template.
Exporting the data
You can export data either from a template or using the Quick Export.
The Quick Export option will allow you to export the data from pre-configured data-sets, while the template option will give you more flexibility.
To export a report from a template, go to Reporting > Data Export > Templates.
Choose your template and click Run Export.
A confirmatory dialog will appear and the report will export.
To view the export, go to the Downloads tab and click download.
Your file will download as a CSV which you can open in a spreadsheet tool.