Point-in-Time Report

The article discusses the Point-in-Time report, which allows users to view employee compensation and job information as of a specific date. This report is editable, enabling the addition of custom table fields. Users can filter the report to view all employees or specific groups, and the report can be exported as an Excel or CSV file. The Point-in-Time report is accessible only to Account Owners and Full Admin users, making it unsharable. The article includes sections on how to view data for a particular date, edit the report by adding standard or custom fields, and the implications of filtering current employee data. Visual aids are provided to enhance understanding.

  • Oct 23, 2025
  • Knowledge

Title
Point-in-Time Report
Article Text
This feature is included in the Core, Pro, and Elite packages.

Can I view data as of a specific point in time?

Purpose: To help you understand the Point-in-Time report and how it allows you to view compensation and job information for your employees by a specific date in time. Additionally, the report is editable to allow the addition of custom table fields.

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Point-In-Time Report

Point-in-Time

When viewing the Point-In-Time report, you will automatically see the compensation and job information for all of your employees as of today's date.

  1. Point-in-time: Select a date to see what the information was like on that particular date. (See below.)
  2. Filter: View all employees in the report or filter by the standard filters in BambooHR.
  3. Current employee information: When checking this option, the filters will apply according to current employee data regardless of the date selected. When leaving this option unchecked, the filters will apply according to the employee data as it was or will be on the selected date. For example, I have an employee, Charlotte Abbott, who switched from being a part-time employee to a full-time employee on 2/13/2019, and I want to run this report as of 1/12/2019. If I check the box, Charlotte will show in the report based on the fact that she is currently a full-time employee. If I uncheck the box, Charlotte will not appear in the report because she was still listed as a part-time employee on that particular day.
  4. Edit: Edit the report to include additional table information such as employment status, education information, and even custom tables! (More information below.)
  5. Export: Export the report as an Excel or CSV file. When you export the report, a date column will add with the indicated date in the report. 

The Point-In-Time report is only available to the Account Owner and Full Admin users. Therefore, the report is unsharable. 

View a moment in time
Point-in-Time

I have changed the date to July 7, 2021, which shows the change of information from what it was to that specific date in time.

Edit
Edit Point-In-Time Report

When you edit the report, you can add custom or standard table fields, provided they are historical tables. Click on the tab, and then select the table fields you would like to include. In the example above, I have added information from a Bonus table to the report.

Additionally, you can filter, sort, or group the report before saving it, and then view it with the new criteria.

Point-in-Time

Notice that the Bonus table information adds to the report.

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