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.
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 By eliminating the need to sift through historical documents, this report is used to quickly pull the correct compensation information from a particular date to satisfy audit needs.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, navigate from Home > Reports > Point in Time. Click "Create Report" in the upper righthand corner. *Note: If you do not see this button it may mean you do not have sufficient privileges. To adjust this, you might need to update your permission level.
Review what fields of data you'd like to include and select a point in time in the past you'd like to view the data from. You can also add any filters for the data based on Department, Location, Employee Status, etc.
From there, save your report. You can view your data either in a CSV or export it straight to a Google Sheet.
For a full walkthrough of how to pull a Point in Time report, check out the video below: