What are custom reports

As an admin, you can create custom report templates for the Leaves, Expenses, Travel and Helpdesk modules. This allows you to select only information that you need to be displayed in your reports.

To download the custom report:

  1. On the left panel of your admin dashboard, head to the module for which you have created a custom report template-  (Leaves, Expenses, Travel or Helpdesk) > Reports.

  2. Click on the Generate Report tab.

  3. Choose a report type.

  4. Under the Choose report format field, your newly created custom report type should be shown. Select it.

  5. Confirm by clicking Generate Report.

  1. In the Download Report tab, click the Download button on the right of the generated report.