Create a password-protected data download to back up people data or simply use it for in-depth analyses.
FYI: This feature is available only for customers using the Analytics module.
Build and schedule a report that contains relevant people data. Receive an encrypted, password-protected scheduled report via an Excel file directly to your email or with an SFTP protocol for secure file transfer as often as you choose.
How to download a people data backup report
Tip: Schedule the people data backup report to receive the downloadable report regularly. To learn more, see Set up a scheduled report.
- From the left menu, select Analytics > Reports.
- Click + Add new.
- Select Report > Use a template.
- From the Employee data section, select General report.
- Click Generate.
- Use the column picker to select relevant fields for the backup, such as Work and Lifecycle, then click Apply.
- Click the download icon above the table.
- Select the XLSX or CSV file format to download.
Tip: Download your backup as an XLSX file to password-protect the file.
To learn how to import people data, see Import people data.