DocumentationNotifications, reports and audit
Reports and exports
The seven operational reports — pipeline, joiners, blockers, overdue tasks, offers and probation — and how CSV downloads match what you see on screen.
Documentation (17)
HR and admins find Reports in the navigation. Each report has its own page with a table and Download CSV.
The reports
| Report | Shows | Filter |
|---|---|---|
| Lifecycle pipeline | How many new hires are at each status, and how many of them start within 30 days. | — |
| Upcoming joiners | Accepted new hires before their first day: manager, start date, days to start, readiness and critical items open. | Next 7, 14, 30, 60 or 90 days |
| Readiness blockers | Every open item that puts a first day at risk — critical, overdue, unassigned or blocked — with owner and due date. | — |
| Overdue tasks by owner | Overdue tasks grouped by owner: how many, how many critical, the oldest due date. | — |
| Offer status | The latest offer version of each new hire: status, sent, respond by, closed. | — |
| Probation deadlines | Running probations ending soon or with an outcome due: dates, extensions, days left. | Next 7, 14, 30, 60 or 90 days |
| Probation outcomes | Confirmations, extensions and endings recorded in a period, with who decided. | From and to dates (default: last 90 days) |
CSV downloads
- The download contains exactly the rows on screen, with the same filters — the page and the file are produced by the same report.
- Dates are written as
YYYY-MM-DDin your organization’s time zone, so they sort correctly in a spreadsheet. - Cells that a spreadsheet might treat as a formula are neutralised, and accented characters open correctly in Excel.
- A report includes up to 5,000 rows; the screen shows the first 500. Beyond that the page tells you to narrow the filters.
- Every download is recorded in the audit trail (which report, how many rows, filters).
What reports leave out
Reports contain no free text — no decision notes, check-in content or task reasons — no salaries and no personal contact details. They are for running the process, not for reading people’s files.