Reports & Analytics
Generate insights from your data with comprehensive reporting and analytics tools.
Overview
The Reports module provides:
- Pre-built standard reports
- Custom report builder
- Interactive dashboards
- Data visualization
- Scheduled report delivery
- Export capabilities
Report Dashboard
Overview
The reporting dashboard shows:
- Favorite reports
- Recently run reports
- Scheduled reports
- Quick metrics
Quick Actions
Standard Reports
HR Reports
Headcount Report
- Total employee count
- By department, location, status
- Trends over time
- New hires and terminations
Employee Directory
- Complete staff listing
- Contact information
- Department and manager
- Export to Excel/PDF
Turnover Report
- Termination analysis
- Turnover rate by period
- Reasons for leaving
- Department breakdown
Birthday & Anniversary
- Upcoming birthdays
- Work anniversaries
- Service milestones
Leave Reports
Leave Balances
- Current leave balances
- Accrued vs. taken
- By employee or team
- Projected balances
Leave History
- Leave taken by period
- By leave type
- Approval status
- Trends analysis
Leave Liability
- Outstanding leave balances
- Financial liability
- By department
Time & Attendance
These draw on data captured in the Time & Attendance module.
Timesheet Summary
- Hours worked by employee
- Regular vs. overtime
- By project or task
- Period comparisons
Attendance Report
- Clock in/out times
- Late arrivals
- Early departures
- Absence tracking
Overtime Report
- Overtime hours by employee
- Cost analysis
- Trends and patterns
Payroll Reports
These summarise the runs processed in the Payroll module.
Payroll Summary
- Total payroll costs
- By pay period
- By department
- Year-to-date totals
Pay Breakdown
- Earnings by type
- Deductions summary
- Allowances and benefits
- Superannuation contributions
Tax Reports
- PAYG withholding
- Tax summaries
- ATO reporting data
Payment Summary
- Individual payment records
- YTD earnings
- Tax withheld
Financial Reports
These are built from the Accounting module's ledgers and transactions.
Profit & Loss
- Revenue and expenses
- Gross and net profit
- Period comparisons
- Departmental breakdown
Balance Sheet
- Assets and liabilities
- Equity position
- Period comparison
Cash Flow
- Operating cash flow
- Investing activities
- Financing activities
Aged Receivables
- Outstanding invoices
- Aging buckets (30/60/90 days)
- Customer breakdown
Aged Payables
- Unpaid bills
- Aging analysis
- Supplier breakdown
Custom Reports
Report Builder
Creating a Custom Report
- Select data source
- Choose fields to include
- Add filters and grouping
- Preview and save
Selecting Data Source
Choose from:
- People/Employees
- Leave records
- Timesheets
- Payroll data
- Financial transactions
- CRM data
- Project data
Adding Fields
- Browse available fields
- Drag to report canvas
- Arrange column order
- Set column headers
Filters
Add conditions to limit data:
- Date ranges
- Department or location
- Status values
- Numeric ranges
- Text matches
Grouping & Sorting
Organize your data:
- Group by category
- Sort ascending/descending
- Add subtotals
- Grand totals
Calculated Fields
Create formulas:
- Sum, average, count
- Date calculations
- Text concatenation
- Conditional values
Saving Reports
Save Options
Report Folders
Organize reports into folders:
- Create folder structure
- Move reports to folders
- Share folders with teams
Dashboards
Dashboard Overview
Interactive views combining:
- Multiple reports
- Charts and graphs
- Key metrics
- Real-time data
Creating Dashboards
New Dashboard
- Name your dashboard
- Add widgets
Widget Types
Arranging Widgets
- Drag widgets to position
- Resize by dragging corners
- Create rows and columns
- Set responsive layout
Dashboard Filters
Add interactive filters:
- Date range picker
- Department selector
- Status dropdown
- Affects all widgets
Sharing Dashboards
Access Control
Data Visualization
Chart Types
Bar Charts
- Compare categories
- Horizontal or vertical
- Stacked or grouped
Line Charts
- Show trends over time
- Multiple series
- Area fills
Pie Charts
- Show proportions
- Percentages
- Limited categories
Tables
- Detailed data display
- Sortable columns
- Pagination
Gauges
- Progress toward goal
- Percentage complete
- Threshold indicators
Customising Charts
Colors and Styles
- Choose colour palette
- Match brand colours
- Accessibility options
Labels and Legends
- Show/hide labels
- Legend position
- Data labels
Axes
- Scale settings
- Axis titles
- Grid lines
Scheduled Reports
Setting Up Schedules
Create Schedule
- Open a report
- Configure:
- Frequency (daily, weekly, monthly)
- Time of delivery
- Recipients
- Format (PDF, Excel, CSV)
Frequency Options
Delivery Methods
Managing Schedules
View Schedules
- See all active schedules
- View run history
Edit Schedule
- Click on schedule
- Modify settings
- Save changes
Pause/Resume
- Temporarily pause delivery
- Resume when ready
Delete Schedule
- Select schedule
- Confirm removal
Export Options
Export Formats
- Print-ready format
- Maintains formatting
- Good for sharing
Excel
- Full data export
- Formulas preserved
- Further analysis
CSV
- Simple data format
- Import into other systems
- Large datasets
JSON
- Structured data
- API integration
- Developer use
Export Settings
Columns
- Select which columns to include
- Reorder columns
- Rename headers
Filters
- Apply filters before export
- Date range
- Specific records
Formatting
- Number formats
- Date formats
- Currency symbols
Best Practices
Report Design
- Start with clear objectives
- Keep reports focused
- Use appropriate visualizations
- Include relevant filters
- Test with sample data
Performance
- Limit data range when possible
- Use filters to reduce data
- Schedule large reports off-hours
- Archive old reports
Sharing
- Control access appropriately
- Document report purposes
- Train users on interpretation
- Review shared reports regularly
Tips
- Save commonly used reports as favorites
- Use dashboards for at-a-glance metrics
- Schedule critical reports for automatic delivery
- Export to Excel for additional analysis
- Check data freshness before important decisions