To ensure your exporter contains all the data you need, it’s important to first define the purpose of the report and carefully review the available variables.
Follow these steps:
Define what information you need to obtain and what you will use it for (audits, cross-checks, internal reports, etc.).
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Go toReporting> Exporters >Create reportand select from the templates offered by the platform.
Tip: Predefined templates (green color) have a fixed structure and cannot be modified. Customizable templates (blue color) allow you to reorganize and select variables according to your needs.
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Add key variables such as:
Full nameanddocument numberfrom theEmployeeparameter.
Company name, if you work with multiple legal entities.
Area name,subareaordivision, from theJobparameter.
Save the template if you plan to reuse it, or download the file if it’s ready.
Important:
Organizing parameters by category will help you avoid missing important variables.
If you need this report for audits or cross-checks, make sure to include unique identifiers for each employee.
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🤖 This article was translated using artificial intelligence. View original article.