All reports

Reports opens All Reports, a list of the prebuilt reports you can run. Company Admins, Bookkeepers and HR Admins see it in the sidebar once your company has finished onboarding.

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Which reports you see

Reports are grouped by product: Accounting, Benefits, Payroll, People and Time Off. The list depends on your role and on the products your company uses. For example, accounting reports need your books connected to Every, payroll reports need payroll set up, and time off reports need active time off policies. Some reports, such as Terminations and Equity Grants, may not be available for your company yet.

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Work with a report

Select a report to open it as a table.

• Choose a period: reports that cover a period, such as Profit & Loss or Payroll Journal, have a date range picker. Pick a range such as Last 3 months, Last 6 months, Last year or Year to date, or choose your own months, then select Apply. Reports without a period have a search box instead.
• Filter: select Filters to narrow the rows by a column, such as Department or Account.
• Arrange: select Display to change the Ordering and Grouping, and to show or hide fields. Select Reset view to go back to the default.
• Expand: in reports with nested rows, such as the accounting reports, expand a row to see the rows inside it.
• Export: select Export to download the report as a CSV file. For the employee list, the file includes only the columns you’re showing.