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Appogee Leave: Data Export

Applicable plans Leave HR Essentials HR Success


Required Roles Team Manager HR ManagerAdministrator ADU Manager

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. 






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