One dataset, multiple reporting views

Upload a fuller employee extract once. In KYBN, choose the snapshot date and trend settings instead of re-exporting separate date-specific lists for every reporting view.

Short answer

No, you do not need to export a date-filtered active list first. KYBN works best from a fuller employee extract because the selected snapshot date can be applied inside the workflow rather than baked into the source file.

Why KYBN works from a fuller employee extract

A fuller employee extract gives KYBN enough source context to determine who should be counted, what should be reviewed, and how outputs should be generated from one consistent dataset.

• The active population for the selected snapshot date is calculated from mapped source fields such as hire date, termination date, and status.
• The same source file can support point-in-time reporting and trend-based analysis without maintaining multiple exports.
• The same source also supports data quality review, including missing values, duplicates, conflicts, and chart grouping review before reporting.

How KYBN determines active population for a selected snapshot date

KYBN uses mapped source fields such as hire date, termination date, and status to determine the active population for the selected snapshot date. That means the counting logic stays visible in the workflow instead of being hidden inside a pre-filtered export.

What the same source file can support

What this avoids

• Re-exporting a separate active list for every reporting date.
• Using one file for snapshot reporting and another for trends.
• Hiding counting rules inside spreadsheet filters instead of making them reviewable.

When to use this workflow

This approach is a strong fit when you need recurring HR reporting, regular snapshot-date reviews, trend-based analysis, or day-to-day quality checks from the same employee source.

If you want the shorter answers first, visit the FAQ. If you want the counting logic in more detail, read How KYBN determines active population for a selected snapshot date. If you want to understand the support outputs around the report pack, read What support files are available and when to use them. If you want to see pricing and plan differences, visit Product & Pricing.