Process Guide

Reports and Exports

Generate operational reports with server-side filters and export evidence for audit trails.

Reporting Flow

  1. 1. Select tenant scope and date range.
  2. 2. Apply filters for employee, project, department, and work mode.
  3. 3. Validate summary metrics before export.
  4. 4. Export PDF or Excel and verify export history entry.

Best Practices

  • Use backend pagination for large datasets before export.
  • Track recurring rejected entries and resolve source data quality issues.
  • Review export history for compliance and traceability.