Sapling - Point In Time Reporting

Introduction

Sapling includes the ability to create Point in Time reports. When you run a Point in Time report with a specific date, you will get a "snapshot" of what your data looked like when that date occurred.

This article includes the following topics: 

• When should I use a Point in Time report?
• How to create a Point in Time report

 

When should I use a Point in Time report?

Most commonly, this type of report is used during an internal/external compensation audit. By eliminating the need to sift through historical documents, this report is used to quickly pull the correct compensation information from a particular date to satisfy audit needs. Other use cases include running a report on headcount, or viewing what certain team member job titles used to be on a particular date.

While these are the typical use cases we have seen, you have the option to create a custom Point in Time report for any historical data stored in Sapling.

How to create a Point in Time report

To create a new report...

1. Navigate to Administration Tools > Reports
2. Select the Point in Time tab, then click Create Report

Name your report, then click Next.

Select the fields you'd like to include, then click Next.

Select a point in time in the past you'd like to view the data. You can also further filter the data based on Location, Department, or any other group types you've created.

Click Submit to save your report where you can download it to CSV or open with Google Sheets.