As a manager or administrator, reporting is an important part of your operations. talentReef offers a variety of reports to make your job easier. Learn more about how to view, customize, and export different reports.(Looking for information about employee exports and/or Payroll Data Exports?)
Viewing ReportsStart by logging in to your talentReef account. In the upper left, click the "Jump To" menu and select "Reports".
Typically, you'll see a list of standard reports. There are many reports you can run within the talentReef System, depending on what you're trying to do.
Browse the list of reports and select "Run Report" to begin.
Customizing a ReportAt the top of each report, you'll find a number of tools to customize the information to meet your needs. For details about each customization, read more about customizing your reports.
Saving a Report
- Click the ‘Save’ icon in the top left.
- Type a name and a description.
- Click "Save" to finish.
Exporting a ReportYou can export a report to Excel, CSV, or PDF formats. Once the report finished running, click either the “Excel,” “CSV,” or “PDF” buttons located in the top right hand corner of the screen.
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