Reports & dashboards
The home dashboard, the built-in reports, building and saving your own reports, exports to Excel, CSV and PDF, and who sees what.
Checked against the app on Wednesday, November 4, 2026
1. How reports work
Moazaf gives you three ways to look at your data. The home dashboard shows what needs you today. The built-in reports answer the common questions (headcount, expiring documents, leave balances, payroll and so on) with filters, a chart and a table. Custom reports let you pick your own columns, filters and grouping, save the result, share it and have it emailed to you.
Home and Time & money › Reports
- Every number and every row follows your own access. Two people can open the same report and see different rows or columns.
- Reports cover the modules in your plan. A report for a module you do not have is not shown.
- Built-in reports export to Excel or CSV. Custom reports export to Excel, CSV or PDF.
Owner
- What they see
- The dashboard and every report, including the payroll register.
Admin, Auditor
- What they see
- Every report except the payroll register.
HR Manager
- What they see
- People, documents, fleet, leave, attendance and costs reports. No payroll register.
Payroll Admin
- What they see
- People, documents, leave, attendance, payroll register and costs reports.
Finance
- What they see
- People, documents, fleet, payroll register and costs reports.
PRO / Documents Officer, Fleet Manager
- What they see
- People, documents, fleet and costs reports.
Line Manager
- What they see
- The dashboard for their team. The Reports page is not available to them.
Employee
- What they see
- Only their own requests, leave and documents. No reports.
A custom role sees the Reports page when it has the View permission for Reports. Each report also needs the View permission of its module, for example Leave for the leave balances report.
2. The home dashboard
Home is the start page of your workspace. You land on it after you sign in; if you belong to more than one workspace, you choose one first. Employees with only self-service access get their own employee home instead. It is built from cards, and you only get the cards your role can see. The order of the cards follows your role: an HR Manager sees approvals and people first, a Payroll Admin sees payroll first, a Fleet Manager sees the fleet first. The small label under the greeting, for example Owner view, tells you which layout you have.
Home
Needs your attention
- What it shows
- The most urgent document (expired or expiring soon) with Review document and Renew, your Pending approvals with Open the inbox, and the next payroll run.
Your workspace at a glance
- What it shows
- Document counts: Expired, Due ≤ 7 days, Due ≤ 30 days, Missing mandatory. Then Active employees and Active companies. Click a figure to open the matching list.
Attendance today
- What it shows
- Present, late, absent and on leave today, with View all to open attendance.
Who's out
- What it shows
- The people on leave today.
Payroll
- What it shows
- The last payroll run and the next one.
Spend this month
- What it shows
- Costs this month against the budget. With the right access you can click Set a budget.
Renewal spend, next 90 days
- What it shows
- The estimated cost to renew documents that have already expired or expire in the next 90 days, using each document's recorded cost or the default cost of its document type.
People this month
- What it shows
- Joiners this month, probations ending in the next 30 days and contracts ending in the next 60 days.
Fleet
- What it shows
- Vehicles, assigned vehicles, service due and vehicle documents due.
Your plan
- What it shows
- At the bottom: your plan and how much of it you use. If you manage the workspace settings, the Setup checklist fold-out under it lists the setup steps you have not finished yet.
The company picker at the top of the page filters the dashboard: choose one company to see only its figures, or all companies to see the whole group. Built-in reports start with the same company, and you can change it in the report's own Company filter. Custom reports do not follow the picker; add a filter on Company in the builder instead.
3. Built-in reports
The Reports page lists the standard reports, grouped by area. Click a card to open the report.
Time & money › Reports
People
- Reports
- Headcount, Joiners and leavers, Nationality mix (including the Emiratisation share).
Documents
- Reports
- Expiring documents, Missing documents.
Fleet
- Reports
- Fleet status: each vehicle that is not Retired, with its holder, status, next document expiry and service due.
Leave
- Reports
- Leave balances per employee for one leave type and year.
Attendance
- Reports
- Attendance summary for a period.
Finance
- Reports
- Payroll register for a year, and Costs grouped the way you choose.
If some reports need a module you do not have, a line at the bottom says how many more reports a higher plan includes.
4. Filter and export a built-in report
Built-in reports share one layout: filters at the top, a few key figures, a chart and the full table. Missing documents and Leave balances have no chart, and no chart shows when nothing matches. The filters depend on the report. All of them have Company; others have a department, a period, a year, a leave type or a grouping.
Reports › a report, for example Expiring documents
- Open the report from the Reports page.
- Set the filters. For Expiring documents choose Expiring within (for example 90 days), a Category, and tick Include expired to keep documents that have already expired. The page updates straight away.
- Read the figures and the chart (if the report has one), then the table below. Click a column header to sort.
- Click Excel or CSV at the top to download the report with the same filters.
- The download includes every row that matches the filters, up to 10,000 rows, not only the page you are looking at.
- Reset filters puts the filters back to their starting values.
- Under Related you find links to the pages where you can act on the data, for example the documents list.
To share a report with the same filters, copy the address of the page. Choose the company in the report's Company filter first: otherwise the other person sees the company set in their own company picker. They still see only what their own access allows.
For HR and administrators
5. Build your own report
When the built-in reports are not enough, build your own. You choose what the report is about, the columns, the filters, the grouping and the sort order, and the preview updates as you go.
Reports › Custom reports › New report
- In Report on, choose the data: Employees, Documents, Vehicles, Assets, Costs or Leave requests. You only see the ones your role can open.
- Under Columns, use Add a column to add fields. Use the arrows to change the order and the cross to remove a column.
- Under Filters, click Add filter. Choose the Field, the Condition (for example is on or before / at most) and the Value. You can add up to 20 filters; a record must match all of them.
- Optional: choose a Group by field to get one row per value with a count and totals, and choose Sort by. Money totals are never added across currencies: a value with amounts in two currencies gets one row per currency.
- Check the Preview on the right. It shows how many records match, or how many groups when you use Group by.
Date
- How to enter the value
- A date as YYYY-MM-DD, or today, today+30, today-7. A filter with today+30 moves forward every day.
Month
- How to enter the value
- YYYY-MM, for example 2026-11.
Amount
- How to enter the value
- A number in the currency of the records, for example 1500. Amounts are not converted, so add a filter on Currency when your records use more than one currency.
Yes / no, list
- How to enter the value
- Pick the value from the list.
Columns marked Sensitive (salary, IBAN, passport and Emirates ID numbers) are only shown to people whose role allows them. If your role cannot see a column, the preview hides it and says which columns are hidden.
7. Export a custom report
Click Export in the report builder and choose the format. The file uses the columns, filters, grouping and sort you see, and the language the app is in.
Excel (.xlsx)
- Best for
- Working further on the data, sending it to your accountant.
- Limit
- 10,000 records
CSV
- Best for
- Importing into another system.
- Limit
- 10,000 records
PDF
- Best for
- Printing or attaching to an email.
- Limit
- 2,000 records
For a scheduled report you saved, Download last emailed file appears after the first email. It makes a new Excel file with the current data and your current access, the same as the link in the email. It is not a copy of what was sent earlier.
8. Questions
I don't see Reports in the menu.
- Answer
- Your role does not have the View permission for Reports. Ask your workspace Owner or Admin to check it. If only your plan is missing Reports, the menu item is still there and the page tells you Reports are not in your plan.
My colleague's report shows more rows than mine.
- Answer
- Reports use each person's own access. If you only see some companies, departments or your own team, the report is limited the same way.
Why is a column missing from my export?
- Answer
- Sensitive columns such as salary, IBAN or passport numbers are left out for roles that may not see them. The builder preview names the hidden columns.
Can I get a built-in report as a PDF?
- Answer
- No, built-in reports export to Excel and CSV. Custom reports under Custom reports can export PDF, but they only cover employees, documents, vehicles, assets, costs and leave requests. Reports such as the payroll register, attendance summary or leave balances cannot be rebuilt there.
Who receives a scheduled report?
- Answer
- Only the person who saved it. A colleague who wants the email can open the shared report, use Save a copy and set their own schedule.
The scheduled email stopped coming.
- Answer
- Open the report under Custom reports. If the last run failed, the reason is shown there, for example when the owner no longer has access.
Can I change a report someone else made?
- Answer
- No. Use Save a copy and change your copy.
Still stuck? Write to support@moazaf.com.
Still need help?
Email our support team. Tell us your company name and what you were trying to do.
support@moazaf.com