Exporting Data from BitaBIZ

Short Article Description

Get an overview of the different ways to export data from BitaBIZ, and see which solution you should choose for reporting, payroll, Excel, Power BI, API, or registration history.

Quick Answer

BitaBIZ offers several export options, and the right solution depends on your purpose.

As a starting point, use:

Purpose	Use this solution
Reports, analysis, specific registration type, balances, and calculations	Report Library
Export to payroll system	Payroll export with period management
Simple Excel export of registrations	Manual Excel export
Automatic data feed to Excel, Power BI, or integration	API
History of who created, changed, approved, or deleted a registration	Activity log

Exports and reports show the registrations themselves and the data the report is designed to display. If you need to investigate change history, use the Activity Log.

Applies to

This article applies to payroll administrators, HR staff, and users with access to HR Statistics, Payroll Admin, or integrations in BitaBIZ.

Prerequisites

Access depends on the type of export:

Solution	Typical Access
Report Library	HR Statistics role and activated BitaBIZ Report Library module
Payroll export	Payroll Admin
Manual Excel export	Payroll Admin
API: CSV (Excel, Power BI) & REST (JSON)	Activated BitaBIZ API module. API key access requires Setup Admin
Activity log	Payroll Admin

Step-by-Step

First, clarify what you need the data for.
Choose the export solution that fits your purpose:
- Use the Report Library for reports, balances, export of specific registration types, key figures, and calculations.
- Use Payroll export with period management for payroll processing and export to the payroll system.
- Use manual Excel export for simple exports of registrations.
- Use the API for automatic data flows, dashboards, and integrations.
- Use the Activity Log if you need to see the history of actions on registrations.
Select the period, employees, and relevant filters.
Check that the export contains the type of data you need.
If you are missing history, calculations, or payroll status, switch to the solution designed for that purpose.

Start Here

Which export should I choose:

You want to...	Choose	Where to find it?	Important to know
Get reports with balances, totals, specific registration types (e.g. vacation), key figures, and calculations	Report Library	HR Statistics → Report Library	Recommended solution for reporting, export of specific registration types (e.g. sick leave), and analysis
Export registrations to payroll system	Payroll export with period management	Payroll Admin → Export → Payroll export with period management	Should be used for payroll runs, as this solution handles payroll processing
Make a simple Excel export	Manual Excel export	Payroll Admin → Export → Create report	Used for raw registrations, not for report structure or calculations
Build your own dashboards in Excel or Power BI	API CSV	Setup Admin → Company → Subscription plan → BitaBIZ API key	Data is automatically fetched to Excel or Power BI via URL with API key
Integrate BitaBIZ data with your own systems	API REST	Setup Admin → Company → Subscription plan → BitaBIZ API key	For IT developers. Data is delivered in JSON
See who created, changed, approved, or deleted a registration	Activity log	Payroll Admin → Logs → Activity log	Used for history and audit trail

Important to Know

The Report Library is the primary solution when you need reports with structure, calculations, balances, and key figures.

Manual Excel export is a simple data export. It should not be used as a replacement for the Report Library if you need balances, totals, calculations, or report tabs.

API (CSV & REST) is used for automation, Excel, Power BI, and integrations. The API should not be used for payroll export, as it does not track which registrations have been processed for payroll.

Exports and reports do not necessarily show the history of when a registration was created, changed, approved, or deleted. Use the Activity Log if you need to investigate history.

Permissions and Access

The Report Library requires the HR Statistics role. This role gives access to the company's report data and must be assigned by an administrator with Setup Admin access.

BitaBIZ API & Report Library is a module that must be activated on the subscription plan.

The API key is found under Setup Admin → Company → Subscription plan and must be handled securely, as it gives access to company data.

Payroll export, manual Excel export, and Activity Log are found under the Payroll Admin area and require relevant payroll administration access.

FAQ

Can I see when a registration was created in an export?

No. Exports and reports in BitaBIZ show the registration itself (e.g. date, type, and employee), but not when the registration was created, changed, or deleted.

You should not use export if you need to see:

when a registration was created
who created or changed it

Instead, use the activity log, which is designed to show this type of history, for example if you need to check whether absence was registered on time.

You can find the activity log here: Payroll Admin → Logs → Activity log

Which export should I use for exporting a specific registration type? For example, registered sick leave or registrations on projects?

You should use the Report Library if you need reports, balances, totals, key figures, or calculations and an overview of registrations for a specific registration such as sick days or time registrations on projects and job codes.

You can find the Report Library here: HR Statistics → Report Library

I need to export to our payroll system. Which export should I use for payroll?

You should use Payroll export with period management for payroll processing. API and manual Excel export should not be used for payroll export.

Can I export to Excel?

Yes. You can export reports from the Report Library to Excel, make simple Excel exports from Payroll Admin, or fetch CSV data via API to Excel and Power BI.

Why are calculations missing in my Excel export?

Manual Excel export is a simple export of registrations. Use the Report Library if you need calculations, export of a specific registration type, balances, or report structure.

Troubleshooting and Common Issues

Problem	Possible Cause	Solution
I can't see the Report Library	You are missing the HR Statistics role, or the module is not activated	Contact a Setup Admin
My export is missing balances or calculations	You are using manual Excel export	Use the Report Library
I can't find creation or change history	You are looking in a report instead of a log	Use the Activity Log
Excel or Power BI is not updating data	API key, URL, or module access may be incorrect	Check the API module and API key
The export doesn't fit the payroll system	Wrong export type selected	Use Payroll export with period management or set up the correct payroll system
An employee's balance looks incorrect in a balance per selected month report	Wrong policy on the employee profile, or the employee has changed policy	Check the employee's balance via Payroll Admin -> Calendar access -> Open the employee's calendar
I can't filter the export	Wrong export type selected	Use the Report Library

Can I see which registrations were created on a specific date? For example, which registrations were made on 5/20 and who created them?

Through the log, you can search by the creation date of registrations:

Go to Payroll Admin → Logs → Activity log
Filter/search for the date you want to investigate
You can see who created, who approved or rejected, and whether it was changed or deleted, as well as when it happened.

Example: Show me registrations created on 5/20. You will see a list of registrations, all of which have in common that they were created on 5/20.

Introduction to Exporting Data from BitaBIZ