Roster Sync Pro Data Export Center workspace

Operations and Scale

Data Export Center

Export work should not restart from scratch every pay period. RSP gives growing teams a controlled workspace for payroll checks, attendance audits, schedule review, leave records, and company audit files.

CSV + XLSX

for files and Excel workbooks

Presets

save filters and columns

Monthly

automated report generation

Built for repeat reporting

The export jobs managers come back to every month.

Essential CSV exports are useful for basic access. Data Export Center is for teams that need to choose who and what to export, save the setup, and retrieve the right file when payroll or audits are due.

Export

Payroll checks

Review scheduled hours, recorded hours, overtime, recorded pay, and variance before salary disbursement.

Export

Attendance audit

Pull clock records for the selected period and check exceptions against the approved roster.

Export

Schedule review

Export planned weekly schedules for department, staffing, and management review.

Export

Leave reporting

Download leave records, balances, and accruals without piecing together separate screens.

Export

Company audit

Keep company-level audit files separate from staff-specific exports for clearer review.

Configure once

Choose the people, period, format, and columns.

Users can export data for a single employee, a filtered group, active employees, deactivated employees, or the whole team. Each export type can keep its own columns, so payroll and leave reports do not have to share the same layout.

Date range fields support partial periods inside the current month
Quick filters keep active and deactivated staff clear
Payroll exports include recorded pay, overtime hours, and pay variance context
Export details show company, requester, date prepared, company time zone, filters, and date range
Roster Sync Pro employee selection and export type controls
Roster Sync Pro downloads page with export status and file details
Roster Sync Pro saved export presets page
Roster Sync Pro scheduled report generation page

Request and reuse

Ready files live in Downloads. Repeat exports live in presets.

Export requests run in the background, so managers can keep working while files are prepared. Ready files are collected in Downloads, while saved presets preserve the filters and columns that recurring reports need.

Background requests

CSV files and Excel workbooks are prepared as downloadable files.

Saved presets

A preset can remember employee filters plus selected columns for each export type.

Scheduled generation

Monthly scheduled reports create a file in Downloads and notify the creator when it is ready.

Control

Sensitive exports stay visible to the right people.

Data Export Center is available by plan and permission. Payroll and wage-sensitive columns require Financial Visibility, and company owners can review request details without opening every export file.

Available on Operations and Scale plans
Wage-sensitive payroll data requires Financial Visibility
Download actions are recorded in activity history
Owners can see who requested files and when
Roster Sync Pro owner data export oversight page

Plan boundary

Essential CSV exports are not the same product.

Starter covers focused CSV downloads from core pages. Data Export Center adds Excel workbooks, selected columns, presets, Downloads, monthly report generation, file details, and owner visibility.

Starter

Essential CSV exports

Simple CSV access for smaller teams that need the basics.

Operations and Scale

Data Export Center

Reusable export processes for teams that report, audit, and reconcile every period.

Trust and security

Practical controls for sensitive workforce information.

RSP keeps access, payroll visibility, export behavior, and billing responsibilities clear so owners can delegate work without handing every sensitive detail to every manager.

Detailed permissions

Access can be separated across Schedule & Attendance, Financial Visibility, Billing Management, staff administration, leave, approvals, and Access Control.

Financial Visibility

Wage-sensitive labor cost, recorded pay, overtime pay, and payroll export columns require Financial Visibility instead of routine schedule access.

Export details

Data Export requests can show the company, requester, date prepared, company time zone, filters, date range, and selected columns.

Scheduled reports

Scheduled Data Export reports generate files in Downloads and notify the creator when ready; sensitive files are not sent as email attachments.

Activity history

Important actions such as export downloads, permission changes, schedule changes, finalization, and amendments are recorded where the process needs a review trail.

Billing clarity

Subscription checkout, payment methods, and invoices are handled through Stripe-hosted billing pages, so RSP does not store card details in the app.

FAQ

Data Export Center questions.

Short answers for teams comparing basic CSV exports with a reusable export process.

How is Data Export Center different from essential CSV exports?+

Essential CSV exports are focused downloads from core pages. Data Export Center adds a dedicated workspace with employee selection, date ranges, CSV files, Excel workbooks, selected columns, Downloads, saved presets, scheduled monthly reports, file details, and owner visibility.

Can saved presets remember export columns?+

Yes. A saved preset can preserve filters and selected columns for each export type, so recurring payroll, attendance, schedule, and leave exports do not have to be rebuilt every period.

Do scheduled reports send sensitive files by email?+

No. Scheduled reports generate files in Downloads and notify the schedule creator when the file is ready. The notification does not include an attachment or direct download link.

Who can access payroll or wage-sensitive export columns?+

Payroll and wage-sensitive columns require Financial Visibility. Data Export Center also depends on the company plan and the user's relevant permissions.

What file formats are supported?+

Most staff exports can be requested as CSV or XLSX. CSV works well for import into another system, while XLSX is better when users want an Excel workbook with export details included.

How long do requested downloads remain available?+

Downloads are retained for a limited period and then removed automatically. If an old file is gone, users can request it again from Data Export or from a saved preset.

Turn recurring export work into a controlled process.

Start with Operations when CSV/XLSX exports, presets, downloads, and monthly report generation are part of how your team runs payroll and audits.

Secure Payments By