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Overview

We’re excited to introduce Custom Reports, a new designed to give administrators greater flexibility and control over how they view and analyze their data. This first iteration lays the foundation for a powerful reporting experience, with more report types and enhancements planned for future releases.

Who Has Access?

Custom Reports is included with our higher-tier Payroll packages. If you don’t see this feature and are interested in upgrading, please contact your account representative.
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Key Features

Build Your Own Reports

  • Create fully customized reports by selecting the exact data you want to include. Tailor the layout and content to match the needs of your team or organization.

Data Grouping

  • Organize information more effectively with built-in grouping options. Grouping helps you identify patterns, segment results, and analyze trends with clarity.

Auto-Calculated Totals

  • View totals for select columns directly within your report. These summarized values provide an immediate snapshot of key metrics without requiring additional calculations.

Smart, Auto-Saving Filters

  • Apply filters to refine your results—and never lose your place. Filters are saved automatically, making it easy to return to the exact view that matters most to you.

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Looking Ahead

This release is just the beginning. Future updates will introduce additional report types, advanced customization features, and further enhancements to the reporting experience.