Report Export Software
Prepare Forte HRIS reports for reviews and internal discussions. Choose the information people need before sharing an exported file.
Export a Useful Report, Not Just More Data
HR often shares reports with managers or finance. An overly broad file leaves recipients filtering the information again and may expose personal details they do not need.
Report export makes Forte HRIS results available for the next task. Decide the purpose, period and recipients first so the file contains the right information.
Choose the Scope First
Check the period, employee group and information needed. A discussion of departmental costs, for example, may not require every employee’s personal details.
Confirm column meanings before using the figures. Employees active at month-end are not necessarily the same group as everyone employed at any point during that month.
Check the Exported File
Compare row counts and important totals with the source report. If the file will be processed further, check that dates, codes and numbers remain correctly formatted.
Name the file by period and purpose. Avoid giving different versions the same name so recipients can identify the latest result.
Share According to Need
HR and payroll reports may contain personal and salary information. Use company-approved storage and delivery channels and limit recipients to those who need the information.
If another application needs to process the export, discuss formats and field mapping with the Forte HRIS team. A report designed for people to read may not suit automatic processing.
Frequently Asked Questions
Must every report show individual employee details?
No. Choose the detail needed for the task. A summary may suit a discussion, while transaction checks may require more detail.
Will an exported file change when application data changes?
A downloaded file is a copy from the time of export. If source data is corrected, create a new export and make sure recipients know which version to use.
How can we check whether the format suits our needs?
Share a sample report, required columns and destination application with our team. Available formats and any adjustments need to be checked for the report you intend to use.
Let's Talk
Start with Your Needs
Tell us what your company needs. We are always ready to discuss and help.