Admin Guide

Reports

Sixty-plus built-in reports, a custom report builder, scheduled runs, and an analytics dashboard — organized so the one you need is findable.

Finding and running a report

The Reports index groups reports by domain — Employees, Payroll, Time, Allowances, Deductions, Recruitment, Forms, Work Schedules — plus a statutory section for your payroll country (only your country's filings appear). Most reports share the same controls: a payroll-cycle or month/year picker, employee filters (island, department, division, level, title), and a download button offering Excel and, on most statutory reports, PDF. Your saved custom reports and scheduled runs sit on the same index.

The report builder

When no built-in report answers your question, Create custom report opens the builder: choose a dataset, pick columns, stack filters, group and sort, add charts, and save it to run, export, or schedule like any other report.

It has a lot of depth — 32 datasets, four chart types, breakdowns, period comparison, and scheduling to outside email addresses. See The Custom Report Builder for the full walkthrough.

Payroll-sensitive datasets are role-gated Datasets built on sensitive payroll data — salary scales, employee bank accounts, allowance/deduction history, pay-run lines — are limited to Payroll and HR Administrators. Other roles can't list, run, save, or schedule reports on them. Employees don't see custom reports at all. See Roles & Permissions.

Employee Hours counts draft timesheets The Employee Hours report has its own pay-period selector, and it counts hours from draft timesheets as well as approved ones, attributed to the date the work happened. That matches how a pay run reads time (it doesn't wait for timesheet approval either) — so the report and the run agree, but a figure can still move as timesheets are edited.

Scheduling and the run log

Any report can be scheduled to run on a recurrence and email its output to chosen recipients — the monthly statutory pack, a weekly headcount, whatever the rhythm needs. The Runs view (admin-only) logs every execution: status (Queued / Running / Succeeded / Failed), row counts, duration, who ran it, and the error when something fails.

Analytics

The Analytics page (admin-only) is a metrics dashboard rather than a report list: headcount trend, attrition and retention, promotion rate, absenteeism, hiring turnaround and time-to-hire, offer acceptance, salary-band adherence and drift, cohort survival — and pay equity, behind its own permission. Filter any period (month, quarter, year-to-date, custom) and compare across departments, islands, titles, divisions, or tenure cohorts.

The Reports library — browse and run reports grouped by category.

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From question to scheduled report (4–5 min)

Screen recording: answer "overtime by department this quarter" in the builder — dataset, columns, filter, group — save it shared-with-account, run it, export to Excel, then schedule it monthly with an email recipient and show the run appearing in the Runs log.

Save as: admin-guide__reports__index__vid1.mp4

The Custom Report Builder →