How to Export an Employee HR Report in Gusto

Use this guide to create, run, and schedule an employee report in Gusto that you can download and upload into Team Engine to keep your employee data up to date.

Unlike some HRIS platforms, Gusto’s scheduled report emails include a secure link back to the report in Gusto, requiring you to log in to download the file before uploading it into Team Engine.

Please review Gusto’s help articles on creating and automating reports

Step-by-Step Instructions

1️⃣ Log Into Gusto & Go to Reports

1. Log in to your Gusto admin account.

   From the left-hand sidebar, select Reports.

   • If you don’t see Reports, make sure you have the right admin permissions.

This section lets you view and download payroll, HR, tax, and other employee data.

2️⃣ Create a New Employee Report

1. Click Create Report (or open an existing report you want to customize).
2. Choose a report that includes employee profile data. You can customize standard or custom reports using Gusto’s reporting tools.

This ensures the report includes the fields Team Engine needs.

3️⃣ Add the Required Data Fields

Use the report builder to include the following fields:

✔️ Required Fields (Must Be Included)

• Employee ID (unique identifier)
• First Name
• Last Name
• Mobile Phone Number
• Date of Birth
• Manager / Supervisor Name
• Hire Date
• Department / Team
• Job Title
• Location (if applicable)

4️⃣ Save & Test the Report

1. Click Save

2. Name the report:

   Team Engine Report

3. Run the report once to generate a downloadable file.
4. Download the file (CSV or Excel).

This gives you a baseline file to confirm correct fields and formatting before scheduling.

5️⃣ Download & Upload to Team Engine

When you receive the scheduled report email:

1. Click the secure link provided.
2. Log into your Gusto account.
3. Download the report file (usually CSV or Excel).
4. Log into Team Engine.
5. Go to the employee upload section.
6. Upload the downloaded report file.

Please refer to this article for more detailed information on How to Set Up Your Employee Directory in Team Engine

💡 Extra Tips from Gusto

Multiple Report Formats

Gusto reports can download in PDF, CSV, or Excel format — choose CSV for easier upload into Team Engine.

Permissions Matter

If your admin account doesn’t show certain fields in reports, you may need higher permissions.

Standard vs Custom Reports

Gusto provides both standard pre-built reports and fully customizable ones — use a custom report to ensure you include only the fields Team Engine requires.

🎉 That’s It!

Your Gusto report is now scheduled to run automatically — and you have a simple routine for downloading it and uploading it into Team Engine.

If you ever need help confirming the correct fields or setup, Team Engine support can walk you through it!