📄Dashboard & Reporting
The HRM module provides dashboard cards for monitoring key workforce metrics at a glance, and data export capabilities for deeper analysis in external tools like Excel or Google Sheets.
Dashboard Cards
Dashboard cards appear on the main dashboard and give you a quick overview of staffing, leave activity, attendance trends, payroll status, and pending action items. Cards update automatically and can be customized — you can add, remove, or rearrange them to suit your workflow.
Available Cards
The HRM module includes the following dashboard cards:
Leave Requests by Status
A pie chart showing the distribution of leave requests across statuses — Pending, Approved, Rejected, and Cancelled. Use this to see how many requests are still waiting for action.
Leave Requests by Type
A bar chart showing the count of leave requests grouped by leave type (e.g., Annual Leave, Sick Leave, Casual Leave). Helps you identify which types of leave are used most frequently.
Pending Leave Requests
A table displaying the 15 most recent pending leave requests. Each row shows:
Employee
The employee who submitted the request
Leave Type
The type of leave requested
Start Date
When the leave begins
End Date
When the leave ends
Days
Total number of leave days
Requested
When the request was submitted
This card refreshes automatically when you approve or reject a leave request, so the list stays up to date as you work through the queue.
Attendance Rate by Month
A line chart tracking the attendance rate over time as a percentage. The rate is calculated as the number of present days divided by total working days for each month.
You can switch between three time ranges:
3 months
Short-term attendance trend
6 months
Medium-term trend (default)
12 months
Full-year attendance trend
Recent Timesheets
A table displaying the 20 most recent timesheets from the past 7 days. Each row shows:
Employee
The employee who created the timesheet
Date
The week date range (e.g., "Feb 17 – Feb 23, 2026")
Total Hours
Total hours logged for the week
Status
Draft, Submitted, Approved, or Rejected
Created
When the timesheet was created
Payroll Runs by Status
A pie chart showing the count of payroll runs grouped by status — Draft, Processing, Completed, Approved, and Paid. Gives you a quick view of where your payroll cycles stand.
This card is only visible to users who have the View Payroll Runs permission.
Payroll Expenses by Month
A line chart showing total net salary expenses over time. The chart sums the net salary from completed, approved, and paid payroll runs for each month.
You can switch between three time ranges:
3 months
Recent payroll costs (default)
6 months
Half-year trend
12 months
Full-year payroll expense trend
This card is only visible to users who have the View Payroll Runs permission.
Customizing the Dashboard
You can customize which cards appear on your dashboard and how they are arranged:
Go to the Dashboard.
Click Customize (or the edit/gear icon).
Add or remove cards from the available list.
Drag cards to rearrange their order.
Save your layout.
Each user can have their own dashboard layout — changes you make do not affect other users.
Exporting Data
Most HRM resources support exporting records to a file for offline analysis, reporting, or record-keeping.
How to Export
Navigate to the resource list (e.g., HRM > Employees, HRM > Attendance, etc.).
Click the Export option from the dropdown menu in the top-right corner.
Configure the export:
Format — Choose CSV, XLS (Excel 97–2003), or XLSX (Excel 2007+).
Fields — Select which fields to include in the export. By default, all available fields are selected.
Click Export to download the file.
The exported file contains the records currently visible in the list, respecting any active filters or views you have applied.
Supported Formats
CSV
Comma-separated values
Universal compatibility, importing into other systems
XLS
Excel 97–2003
Older Excel versions
XLSX
Excel 2007+
Modern Excel with formatting support
Exportable Resources
The following HRM resources support data export:
Employees
Export Employees
Leave Requests
Export Leave Requests
Leave Types
Export Leave Types
Attendance
Export Attendance
Timesheets
Export Timesheets
Payroll Runs
Export Payroll Runs
Payroll Entries
Export Payroll Entries
Payroll Components
Export Payroll Components
Payslips
Export Payslips
Export permissions are separate from view permissions. A user may be able to view records on screen but cannot export them unless their role includes the corresponding export permission. See Permissions & Roles for details.
Date and Time Handling
Exported date and time fields are adjusted to your user timezone. The timezone is shown in the column header (e.g., "Created At (Asia/Kathmandu)") so you know which timezone the values are in.
Downloading Payslip PDFs
In addition to standard data export, individual payslip PDFs can be downloaded directly:
Navigate to HRM > Payslips.
Find the payslip you want to download.
Click the Download action on the payslip row.
The PDF file opens in a new tab or downloads automatically.
This is separate from the data export feature — it downloads the formatted payslip document, not a spreadsheet of payslip data.
Tips for Reporting
Use filters before exporting — Apply status, date range, or other filters on the resource list to export only the records you need.
Use saved views — Switch to a pre-built view (e.g., "Approved Requests", "Paid Payroll Runs") before exporting to get a targeted dataset.
Combine with external tools — Export to CSV or Excel and use pivot tables, charts, or formulas for custom analysis that goes beyond what the dashboard cards provide.
Last updated