Guide
What support files should HR keep after generating a report?
A practical guide to the support files HR may want to keep after generating a report pack or workbook.
What support files should we retain after a reporting run?Back to Resources
Short answer
After generating a report, HR may want to keep support files such as a snapshot summary, a run manifest, issue exports, and any audit-oriented workbook that explains what was counted or what still needs follow-up. The right file depends on whether the question is presentation, traceability, or cleanup.
Why this matters
- A report is easier to trust when the supporting context is still available.
- Support files reduce the need to rebuild the review logic later.
- Traceability matters more once numbers move across reporting cycles.
What HR should check
- Which file explains the selected snapshot and workflow setup.
- Which issue exports should be kept for cleanup or audit follow-up.
- Whether the team needs a presentation file, an operational workbook, or a traceability file.
- How long the supporting files should remain available in line with data deletion rules.
Common mistakes
- Keeping only the final PPT and nothing else.
- Treating support files as optional until questions arise later.
- Not aligning support-file retention with data lifecycle expectations.
How KYBN helps
- KYBN can generate support files alongside the main outputs when teams need more than a slide deck.
- The broader workflow supports traceability, issue follow-up, and output reuse.
- Data lifecycle controls help teams review and clean up these artifacts later.
Related resources
Try the workflow
If this is the kind of HR reporting problem your team is dealing with, start with a sample workspace or review sample outputs before using a real employee file.