Reports
Reports
The Reports hub gives managers and administrators a consolidated view of what's happening across the organization — leave taken, expenses claimed, hours logged, project activity, and scheduling — with summary KPIs, charts, and exports.
Who can access reports
| Role | Access |
|---|---|
| ADMINISTRATOR | Full access across the organization |
| EXECUTIVE | Full access across the organization |
| DEPARTMENT_HEAD | Scoped to their own department |
| EMPLOYEE | No access |
The tabs
The hub at /reports is organized into tabs, each with its own charts and a period selector.
| Tab | Covers |
|---|---|
| Leave | Leave taken, balances, and trends |
| Expenses | Expense totals, categories, and status breakdowns |
| Time | Hours logged and timesheet activity |
| Projects | Project-level activity and allocation |
| Scheduling | Shift and schedule coverage |
Each report includes summary KPIs at the top and chart data below, filtered to the selected period.
Looking at one record
Click any row in the Leave, Time or Scheduling report — or choose View Details from its row menu — to open its details in a panel on the right. On a phone, tap the card. The panel is read-only, so you keep your place in the report:
| Report | The panel shows | Link at the bottom |
|---|---|---|
| Leave | Employee, leave type, status, dates (including half days and hourly portions), duration, department, when it was submitted, and the reason, rejection reason or cancellation reason | Open in calendar |
| Time | Employee, status, date, clock in and out, duration, breaks, project, task, billable, how it was recorded, tags, description and notes | Review in approvals for a pending entry, otherwise Open timesheets |
| Scheduling | Employee, shift type, status, date, time, scheduled hours, break and net hours, and notes | Open schedule |
In the Projects report, View Project opens the project's own page.
Date ranges
Each report's default range and its quick ranges follow the calendar of the person viewing the report: their own timezone if they have set one, otherwise the organization's. A range that ends "today" ends on your today, not on the server's or on UTC's.
| Report | Opens with | Quick ranges |
|---|---|---|
| Leave | This year | All time, 30 days, This year |
| Expenses | The last 12 months | All time, 30 days, 1 year |
| Time | The last 30 days | All time, 30 days, This quarter |
| Scheduling | This week, Monday to Sunday | — |
| Projects | All time | All time, This quarter, Last year |
Exports
| Export | Format |
|---|---|
| Leave reports | Excel |
| Timesheets | |
| Export-preview grids | CSV |
| Per-report (expenses) | Excel |
Expense analytics
The expense analytics page has its own dedicated filters on top of the standard period selector:
- Search
- Employee
- Expense type
- Status
- Group-by
- Date range
It exports to CSV and PDF, and individual reports still offer their own Excel export. For the underlying expense lifecycle, see statuses & submission.
Plan availability
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| No Reports link | Your role can't access reports (e.g. EMPLOYEE) | Reports require ADMINISTRATOR, EXECUTIVE, or DEPARTMENT_HEAD |
| Department head sees nothing | No department is assigned to the account | Assign the department head to a department |
| Numbers look limited | Department heads are scoped to their own department | Expected — only org-wide roles see all departments |
| Export downloaded as CSV instead of Excel | Preview grids export CSV (even when labelled "Download Excel") | Open the CSV in Excel; use the per-report Excel export where you need a true workbook |
| Reporting hub missing entirely | Plan doesn't include advanced reporting | Upgrade to a Pro+ plan |