What's covered in this guide?

Where to find reports

Click Reports in the top menu. The Reports page is split into sections:

Core Reports: the most commonly used reports.
Pinned Reports: reports you've pinned with Actions → Pin report.
Shared Reports: reports other people have shared with you.
Custom Reports: reports you've saved.
Categories: Workforce, Time & Attendance, Hire, HR, Operations, Payroll, Accounting, Compliance and Costs.

Use the search box to find a report by name.

💡 Tip: If your account has the Reporting Agent, click it and describe what you need, for example "timesheet hours for the Kitchen team last month". It opens the matching report with filters applied. It can only open existing reports.

Which report should I use?

I want to see…	Use this report
Hours worked per employee, by date, location, team or position	Shift Report (one row per shift)
Total hours per employee for a period	Timesheet Report
Contracted hours vs worked hours	Timesheet Report
Rostered hours vs worked hours	Attendance Report or Costs by Location and Team Report
Sickness or other leave by employee and date	Shift Report, filtered by Leave types
Leave balances	Leave Balance Report (US: Time Off Balance Report)
TOIL accrued and taken	TOIL Accrual Report
Lateness, early finishes and % on time	Attendance Report
No-shows	Attendance Report or Shift Report
Who approved timesheets	Shift Report (Approved by / Approved at time columns)
Who changed the rota	Roster Audit Report
Wage costs by employee, team or location	Costs by Employee Report or Costs by Location and Team Report
Overtime	Overtime Report
Employee details	Employee Report
New starters and leavers	Recent Commencements Report and Recent Departures Report
Headcount on a date	Headcount Report
Staff turnover	Employee Turnover Report
Pay rate changes	Pay Rate Changes Report
Staff availability	Availability Report
Qualifications and expiry dates	Employee Qualification Report or Missing or Expired Qualifications Report

Who can see reports

To open Reports, a user's role needs the Reports view permission.
- Admins, General Managers, Payroll Officers and Team Managers have it by default.
- Employees don't.
Payroll reports need the separate Payroll Reports permission. Admins and Payroll Officers have it by default.
HR reports (forms, surveys, training, performance reviews and warnings) need Workforce.com HR.
Managers only see data for the staff they manage.

📝 Important to note: Most reports allow a date range of up to one year. HR reports have no limit.

Who can see costs and wages

Three settings control who sees pay information in reports:

Allow team managers to see staff costs: go to Settings → Permissions → Manager Permissions. If this is off, you can still turn on Can see staff costs on an individual manager's profile.
Protect manager data (salaries, hourly rates & performance reviews): hides managers' pay and reviews from other managers. Admins and Payroll Officers can still see everything.
See Wages Down Organisational Chart Only: a role permission that limits wage visibility to people below the user in the org chart. It's on by default for Team Managers and General Managers.

Give your accountant access to reports

There's no built-in accountant role. Create a custom role with the Payroll Reports view permission turned on and payroll editing turned off, then give that role to your accountant.

They'll be able to view payroll reports but not change payroll.

FAQs

Why can't I see any reports?

Your role doesn't have the Reports permission. Ask an admin.

Why does a manager only see their own team?

Managers only see staff in the teams they manage.

Why can't a manager see costs?

Turn on Allow team managers to see staff costs, or Can see staff costs on their profile.

Can I run reports on staff who have left?

Yes. Most staff reports have a Staff status or Employee status filter. Set it to Inactive or All.

Find the Right Report