Help centre / People and records

Share reports, and get a monthly HR summary

Download a ready-made report, share or schedule your own, and get last month on one page on the 1st.

3 min For HR administrators, managers and account owners

Everything here is in Reports.

More detail

Each person sees only the figures their own access allows.

Use and share a report

Step 1: Open a ready-made report, and press Download CSV or Excel.

Done
Step 2: To change it, press Duplicate and edit, then save it as your own.

Done
Step 3: On your own report, choose Share to give colleagues the same report.

Done
Step 4: Or choose Email on a schedule to have it sent regularly.

Done

More detail

Sharing hands over the question, never your answer: each person runs it with their own access.

Step 1: Open Monthly HR summary, and press Switch them on or Choose recipients.

Done
Step 2: Under Recipients, choose who gets it, and press Save.

Done
Step 3: On the 1st of each month, they get last month on one page: people, absence, overtime and what needs someone this week.

Done

More detail

Press PDF on a summary to keep a copy. The short paragraph at the top is written by AI, if AI is on, and uses Kivo Credits.

Some figures say Hidden: too few people to show

A figure about very few people could identify them, so it is hidden.

It says this report could not be read

It was saved in a form this version can't run. Delete it and build it again.

I can't choose someone as a recipient

Only people who can see others' records can be chosen.

The paragraph says it is still being written

Come back in a minute.