Data guides
BambooHR: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
BambooHR
HR & payroll
How to see how much data is in BambooHR
- Sign in to BambooHR as an admin
- Open the Reports tab and choose Standard Reports
- Run the Headcount report and note the total
- Check the employee filter to include inactive (terminated) employees and note that count too
Record active and inactive employee counts; BambooHR shows no storage figure and bills only on active employees, so the billing count understates history.
BambooHR’s official instructions
How to get a copy of your BambooHR data
- Sign in as an admin
- Open the Reports tab
- Open a standard report or build a custom report with the fields you need
- Download as CSV, Excel or PDF
- When leaving, have a Full Admin or Account Owner request the one-time export from Customer Success
Admins can download standard and custom reports from the Reports tab as CSV, Excel or PDF, depending on the report. When you leave BambooHR, a Full Admin or Account Owner can ask Customer Success for a one-time export of company files, ATS data and employee documents.
The one-time export has to be requested at least two business days before cancellation and does not cover all profile data, so run custom reports for the rest.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.