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Reports

The Reports module brings together data from every module in a single analytics hub. Whether you need a workforce headcount for a board presentation, a payroll deduction breakdown for your accountant, or an overtime summary for a compliance review, it is all here.

[Screenshot: Reports module showing the five-tab bar and the Workforce report]


Five Report Tabs

TabWhat it covers
WorkforceHeadcount, departments, provinces, salary bands, tenure
PayrollYTD payroll, deductions, remittances, pay run history
LeaveDays approved by type, top leave takers, approval rates
PerformanceRating distributions, review completion, goal progress
Time & AttendanceHours logged, overtime by province, weekly summaries

Exporting Reports

At the top of the Reports page, an Export CSV button downloads a summary report across all modules as a single spreadsheet. This is useful for board reporting or external HR audits.


Workforce Report

[Screenshot: Workforce report showing KPI cards, headcount by department bars, and the employee roster table]

KPI Cards

CardDescription
Total HeadcountAll active employees
New Hires (90 days)Employees whose start date is within the last 90 days
Avg Annual SalaryMean salary across all active employees
Inactive / FormerEmployees who have been terminated

Headcount by Department

A horizontal bar chart shows the number of employees in each department, sorted from largest to smallest. Each bar also shows the department's percentage of total headcount.

[Screenshot: Headcount by Department chart]

Province Distribution

A horizontal bar chart shows how your workforce is distributed across provinces. This is particularly useful for multi-province employers managing multiple ESA rule sets.

[Screenshot: Province Distribution chart]

Salary Bands

Employees are grouped into salary bands with a count for each band and a breakdown by employment type (Full-Time / Part-Time / Contract):

BandRange
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

[Screenshot: Salary Bands chart]

Employee Roster Table

A full roster of all active employees with the following columns:

ColumnDescription
NameFull name
DepartmentCurrent department
TypeFull-Time, Part-Time, or Contract
ProvinceProvince of employment
SalaryAnnual salary
StatusActive or On Leave
TenureLength of service (shown in months for under 1 year, years for over 1 year)

Payroll Report

[Screenshot: Payroll report showing KPI cards, deduction breakdown, and pay run history table]

KPI Cards

CardDescription
YTD Gross PayrollTotal gross wages paid since January 1
YTD Net PayrollTotal net pay deposited since January 1
Avg Cost per RunMean gross pay per payroll run year-to-date
YTD Cost per HeadTotal YTD gross divided by active employee count

Deduction Breakdown

A table showing each deduction category as a dollar amount and percentage of gross pay:

CategoryDescription
Federal TaxFederal income tax withheld year-to-date
Provincial TaxProvincial income tax withheld year-to-date
CPP (Employee)Employee CPP contributions year-to-date
EI (Employee)Employee EI premiums year-to-date
Net PayAfter all deductions

[Screenshot: Deduction breakdown table]

YTD Remittance Summary

A breakdown of your total CRA remittance obligation year-to-date:

ItemNotes
CPP (Employer)1.1× the employee CPP amount (employer match)
EI (Employer)1.4× the employee EI amount (employer share)
Federal Tax WithheldSum of federal income tax across all employees
Provincial Tax WithheldSum of provincial income tax across all employees
Total RemittanceSum of all four items

Pay Run History Table

Every payroll run listed with full detail:

ColumnDescription
PeriodPay period date range
EmployeesCount of employees included
Gross PayTotal gross for the period
CPPEmployee CPP deducted
EIEmployee EI deducted
Fed. TaxFederal income tax withheld
Prov. TaxProvincial income tax withheld
Net PayTotal net pay
StatusProcessed or Draft

Leave Report

[Screenshot: Leave report showing KPI cards, days by leave type chart, and leave requests table]

KPI Cards

CardDescription
Total Leave RequestsAll leave requests ever submitted
Total Days ApprovedSum of approved leave days year-to-date
Avg Days per RequestMean length of approved leave requests
Approval RatePercentage of requests that were approved (vs denied)

Days by Leave Type

A horizontal bar chart showing approved days broken down by leave type, with a request count for each. This shows where leave is being consumed most.

[Screenshot: Days by Leave Type chart]

Top Leave Takers

A horizontal bar chart showing the top 5 employees by approved days year-to-date. Useful for identifying employees who may be approaching their entitlement limits.

Approval Status Summary

Three mini-cards showing counts across your entire leave history:

CardCount
ApprovedTotal approved requests
PendingRequests still awaiting review
DeniedRequests that were denied

All Leave Requests Table

A complete list of every leave request with full detail:

ColumnDescription
EmployeeName
TypeLeave type
Start DateFirst day of leave
End DateLast day of leave
DaysTotal days
StatusApproved, Pending, or Denied
ProvinceEmployee's province

Performance Report

[Screenshot: Performance report showing rating distribution chart and review results table]

KPI Cards

CardDescription
Avg RatingMean rating across all completed reviews
Reviews CompletedCount of submitted reviews
In ProgressReviews started but not submitted
Not Yet StartedReviews created but not opened

Rating Distribution

A horizontal bar chart grouping completed reviews by rating band:

BandRange
Exceptional4.5 – 5.0
Exceeds Expectations4.0 – 4.4
Meets Expectations3.0 – 3.9
Needs ImprovementBelow 3.0

[Screenshot: Rating distribution chart]

Review Completion Status

A stacked progress bar showing the proportion of reviews that are Completed, In Progress, and Not Started — plus an overall completion percentage.

Review Results Table

ColumnDescription
EmployeeName
ReviewerManager or HR admin who conducted the review
PeriodReview cycle (e.g. Q1 2026)
RatingFinal score out of 5.0
StatusCompleted, In Progress, Not Started

Rows are sorted by rating (highest first) by default.


Time & Attendance Report

[Screenshot: Time & Attendance report showing KPI cards, overtime by province chart, and weekly summary table]

KPI Cards

CardDescription
Total Hours LoggedSum of all hours across all timesheets on record
Total Overtime HoursSum of all overtime hours across all timesheets
Timesheets ApprovedCount of individually approved timesheet records
Weeks on RecordNumber of distinct weeks with timesheet data

Overtime by Province

If any overtime has been logged, a horizontal bar chart shows total overtime hours broken down by province — with each province's weekly threshold shown for reference. This is a useful view for multi-province employers managing compliance.

[Screenshot: Overtime by Province chart]

Weekly Summary Table

ColumnDescription
WeekDate range (Mon–Fri)
EmployeesNumber of employees with timesheets that week
Total HoursSum of all hours for the week
OT HoursTotal overtime hours for the week
ApprovedCount of approved timesheets for the week

Employee Attendance Summary Table

ColumnDescription
EmployeeName
ProvinceProvince of employment (determines OT threshold)
OT ThresholdWeekly overtime threshold for their province
Avg Hrs / WeekAverage hours per week across all recorded weeks
Total OTCumulative overtime hours across all recorded weeks