Reports
The Reports module brings data from every module into a single analytics hub. Whether you need a workforce headcount for a partners' meeting, a payroll deduction breakdown for your bookkeeper, a utilization view for staffing decisions, or an overtime summary for a compliance review — it's here.
[Screenshot: Reports module — the tab bar and the Workforce report]
Report tabs
| Tab | What it covers |
|---|---|
| Workforce | Headcount, departments, provinces, salary bands, tenure |
| Payroll | YTD payroll, deductions, remittances, pay run history |
| Leave | Days approved by type, top leave takers, approval rates |
| Time & Attendance | Hours logged, overtime by province, weekly summaries |
| Utilization | Firm-average utilization, per-employee billable %, burnout band |
Exporting
At the top of the page, Export CSV downloads a summary spreadsheet spanning all tabs. Useful for the partners' meeting or an external review.
Workforce
KPI cards
| Card | Description |
|---|---|
| Total Headcount | Active staff (partners plus T4 employees) |
| New Hires (90 days) | Employees whose start date is within the last 90 days |
| Avg Annual Salary | Mean salary across active staff (excludes partners) |
| Inactive / Former | Terminated employees |
Headcount by Department
Horizontal bar chart of employees per department, sorted from largest.
Province Distribution
Horizontal bar chart of workforce by province. Useful for multi-province firms managing multiple ESA rule sets.
Salary bands
Grouped by band with employment type split:
| Band | Range |
|---|---|
| Under $50K | < $50,000/year |
| $50K – $75K | $50,000 – $74,999 |
| $75K – $100K | $75,000 – $99,999 |
| $100K – $130K | $100,000 – $129,999 |
| $130K+ | >= $130,000 |
Employee roster table
Full roster of active staff with name, department, type, province, salary, status, and tenure.
Payroll
KPI cards
| Card | Description |
|---|---|
| YTD Gross Payroll | Total gross wages paid since January 1 |
| YTD Net Payroll | Total net pay deposited since January 1 |
| Avg Cost per Run | Mean gross pay per payroll run YTD |
| YTD Cost per Head | Total YTD gross / active employee count |
Deduction breakdown
| Category | Description |
|---|---|
| Federal Tax | Federal income tax withheld YTD |
| Provincial Tax | Provincial income tax withheld YTD |
| CPP (Employee) | Employee CPP contributions YTD |
| EI (Employee) | Employee EI premiums YTD |
| Net Pay | After all deductions |
YTD remittance summary
| Item | Notes |
|---|---|
| CPP (Employer) | Matched employer contribution |
| EI (Employer) | 1.4x the employee EI amount |
| Federal Tax Withheld | Sum across all employees |
| Provincial Tax Withheld | Sum across all employees |
| Total Remittance | Sum of all four items |
Pay Run History table
Every run listed with period, employees, gross, CPP, EI, fed tax, prov tax, net, and status.
Leave
KPI cards
| Card | Description |
|---|---|
| Total Leave Requests | All requests ever submitted |
| Total Days Approved | Sum of approved leave days YTD |
| Avg Days per Request | Mean length of approved requests |
| Approval Rate | % approved (vs denied) |
Days by Leave Type
Horizontal bar chart of approved days by leave type with a request count for each.
Top Leave Takers
Horizontal bar chart of the top 5 employees by approved days YTD.
Approval status summary
Mini-cards for Approved, Pending, and Denied counts across the whole history.
All leave requests table
Every request with employee, type, dates, days, status, and province.
Time & Attendance
KPI cards
| Card | Description |
|---|---|
| Total Hours Logged | Sum across all timesheets |
| Total Overtime Hours | Sum across all timesheets |
| Timesheets Approved | Count of approved records |
| Weeks on Record | Distinct weeks with timesheet data |
Overtime by Province
Horizontal bar chart of overtime broken down by province with each province's threshold shown for reference.
Weekly summary table
Per-week: employees, total hours, OT hours, approved count.
Employee attendance summary table
Per-employee: province, OT threshold, average hours per week, cumulative OT.
Utilization
The Utilization tab reports billable-hour utilization across your staff. The underlying API is GET /api/timesheets/utilization?weeks=N.
Window selector
Choose the reporting window from the selector at the top of the tab: 2 / 4 / 8 / 12 / 26 / 52 weeks. Default is 4 weeks.
KPI cards
| Card | Description |
|---|---|
| Firm-Average Utilization | Average utilization across staff with data in the window |
| Employees With Data | How many staff logged billable hours in the window |
| Above 85% (burnout band) | Count of employees averaging above 85% utilization — a sustained overload flag |
Per-employee table
| Column | Description |
|---|---|
| Employee | Name |
| Billable Hours (window) | Total billable hours in the window |
| Standard Hours / Week | Standard weekly hours (usually 40) |
| Weeks Reported | Weeks with timesheet data in the window |
| Utilization % | Billable / (standard x weeks reported) |
Where billable-hour data comes from:
- Manually entered in Time & Attendance, OR
- Synced from Karbon (Timesheets, Billable=true only), OR
- Synced from QuickBooks Time
See Integrations for setting up either source.
Tip: the burnout band is deliberately soft. Above 85% utilization for a couple of weeks is normal during tax season. Above 85% for a whole quarter is a staffing signal.