All Reports

Open prebuilt accounting, payroll, people and time off reports, then filter them and export a CSV

Tools → Reports opens All Reports, the prebuilt reports for your company, grouped by product. Company Admins, Bookkeepers and HR Admins use it after your company finishes onboarding.

Every turns on the Terminations and Equity Grants reports company by company. It does the same for Time Off, which the Time Off Balances and PTO Liability reports need. If you don’t see a report, email [e-mail] to ask about it.

Find a report

The list shows a report only when your role and your company both qualify. If none qualify, it shows “No reports available”.

Group	Reports	Roles	Appears when
Accounting	Profit & Loss, Balance Sheet, Cash Flow	Company Admin, Bookkeeper	Accounting is enabled for your company, and someone has started connecting its accounting software
Benefits	Financial Benefits	Company Admin, HR Admin	Financial benefits is turned on for your company
Payroll	Payroll Journal	Company Admin, Bookkeeper, HR Admin	Payroll is turned on, and your company has finished payroll onboarding or has a payroll run
Payroll	Workers Comp Audit Report	Company Admin, HR Admin	The same as Payroll Journal
People	Employee List, Dependents	Company Admin, HR Admin	The same as Payroll Journal
People	Terminations	Company Admin, HR Admin	The same as Payroll Journal, and Every has turned it on
People	Equity Grants	Company Admin, HR Admin	Every has turned it on
Time Off	Time Off Balances	Company Admin, HR Admin	Every has turned on Time Off for your company, and you have an active time off policy
Time Off	PTO Liability	Company Admin, HR Admin	The same as Time Off Balances, with an active time off policy that isn’t unlimited

Work with a report

Select a report to open it as a table.

• When a report has a date range picker, choose a preset or Custom, then select Apply. Other reports have a search box instead.
• To filter, select Filters to narrow the rows by a column, such as Department on Employee List. The choices depend on the report.
• To arrange the table, select Display. Set the Ordering, show or hide columns under Show, or group rows where the report offers Grouping, as Payroll Journal does.
• Once you change the view, Display also shows Reset view, which clears your saved Display settings for that report.
• In reports with nested rows, such as the accounting reports, expand a row to see the rows inside it.

Export a report

Select Export at the top of the report to download it as a CSV file.

• Table search doesn’t narrow the file. Column filters and ordering change it only on Time Off Balances, where the file follows them.
• A new period changes the file, because Every loads the report again for that period.
• On PTO Liability, As of and Status change the rows in the file. Policy and Policy Type don’t.
• An empty report doesn’t download. Every shows “No data to export. The report is empty.”

The file includes columns you’ve hidden. Employee List has SSN and DOB columns, so check the file before you share it.