> ## Documentation Index
> Fetch the complete documentation index at: https://every-a2724ddc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> These docs describe Every as customers have it today. Answer from them, and say so when they don't cover a question.
> Pages under /admins/ are for the people who run Every for the company, and pages under /employees/ are for employees. Answer from the pages that match the person asking.
> Each page's Agent reference section lists its exact roles, conditions and limits. Prefer it for those details.
> When a page says a feature is in closed beta, or that Every turns it on company by company, don't promise that the person's company has it.
> Use roles and on-screen labels exactly as the pages write them.
> When someone asks what a term means, answer with the Glossary page's definition (/glossary), which other pages show in parentheses after the term.
> When the docs don't answer a question, tell the person to email [support@every.io](mailto:support@every.io).

# All Reports

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

![All Reports catalog with grouped report rows, product icons and opening arrows.](https://mintcdn.com/every-a2724ddc/6k1svT9aHzVFwBZW/images/illustrations/admins-reports-overview-light.png?fit=max\&auto=format\&n=6k1svT9aHzVFwBZW\&q=85\&s=9b682549baeb195038d8fde12bdb212d)

**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.

> [!NOTE]
>
> 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 [support@every.io](mailto:support@every.io) 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 |

![All Reports with Accounting, Payroll, People and Time Off report groups beside Every's sidebar.](https://mintcdn.com/every-a2724ddc/lWATgPF1EqKKYfej/images/screens/admins-reports-overview-light.png?fit=max\&auto=format\&n=lWATgPF1EqKKYfej\&q=85\&s=72fa77017e289378d8cee95bac9eebd8)

## 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.

![Payroll journal with Display open to Ordering, Grouping and Show options beside Every's sidebar.](https://mintcdn.com/every-a2724ddc/19nP2pdcB7HMtcYU/images/screens/admins-reports-overview-display-light.png?fit=max\&auto=format\&n=19nP2pdcB7HMtcYU\&q=85\&s=e5aa525d69408fea0abf919ea7332c9d)

## 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."

> [!WARNING]
>
> The file includes columns you've hidden. **Employee List** has **SSN** and **DOB** columns, so check the file before you share it.

## Agent reference

**Where:** **Tools** → **Reports** opens **All Reports**, the list of prebuilt reports grouped by product. Selecting a report in **All Reports** opens it as a table.

**Who:** Company Admins, Bookkeepers and HR Admins can open **Tools** → **Reports** after the company finishes onboarding. Each report has its own roles and company requirements.

### Facts

* **Tools** → **Reports** requires the Company Admin, Bookkeeper or HR Admin role and completed company onboarding. An individual report also requires one of the roles that report allows.
* **All Reports** groups reports into cards headed by the group name: **Accounting**, **Benefits**, **Payroll**, **People** and **Time Off**.
* **All Reports** shows the reports available to the reader and their company. When no reports are available, **All Reports** shows "No reports available".
* **Profit & Loss**, **Balance Sheet** and **Cash Flow** (group **Accounting**) are for Company Admins and Bookkeepers. They appear when accounting is enabled and someone has started connecting the company’s accounting software.
* **Financial Benefits** (group **Benefits**) is for Company Admins and HR Admins. It appears when financial benefits is turned on for the company.
* **Payroll Journal** (group **Payroll**) is for Company Admins, Bookkeepers and HR Admins. It appears when payroll is turned on for the company and the company has either a completed payroll onboarding or at least one payroll run, in any status.
* **Workers Comp Audit Report** (group **Payroll**) is for Company Admins and HR Admins. It appears when payroll is turned on for the company and the company has either a completed payroll onboarding or at least one payroll run, in any status.
* **Employee List** and **Dependents** (group **People**) are for Company Admins and HR Admins. They appear when payroll is turned on for the company and the company has either a completed payroll onboarding or at least one payroll run, in any status.
* **Terminations** (group **People**) is for Company Admins and HR Admins. Every turns it on company by company, and the company must also have payroll turned on and either a completed payroll onboarding or at least one payroll run, in any status.
* **Equity Grants** (group **People**) is for Company Admins and HR Admins. Every turns it on company by company, with no payroll or policy condition.
* **Time Off Balances** (group **Time Off**) is for Company Admins and HR Admins. It appears when Every has turned on **Time Off** for the company, the company has at least one active, non-archived time off policy.
* **PTO Liability** (group **Time Off**) is for Company Admins and HR Admins. It appears when Every has turned on **Time Off** for the company, the company has at least one active, non-archived time off policy that isn't unlimited.
* Each open report has its own screen title: **Employee List** opens as **Employees**, **Terminations** as **Terminations**, **Workers Comp Audit Report** as **Workers comp audit report**, **Financial Benefits** as **Financial benefits**, **Balance Sheet** as **Balance sheet**, **Cash Flow** as **Cash flow**, **Profit & Loss** as **Profit and loss**, **Payroll Journal** as **Payroll journal**, **Time Off Balances** as **Time off balances** and **PTO Liability** as **PTO liability**.
* An open report in **Tools** → **Reports** shows a date range picker when the report has a start and end date setting: the accounting reports, **Payroll Journal**, **Workers Comp Audit Report**, **Terminations** and **Time Off Balances**. Reports without that pair show a search box instead: **Employee List**, **Dependents**, **Equity Grants**, **Financial Benefits** and **PTO Liability**.
* The date range picker on an open report in **Tools** → **Reports** offers **Last 3 months**, **Last 6 months**, **Last year**, **Year to date** and **Custom**, with **Cancel** and **Apply** buttons. A chosen range takes effect when the reader selects **Apply**.
* **Custom** in the date range picker on an open report in **Tools** → **Reports** shows a grid of months from Jan to Dec with a year and previous and next buttons. Every turns on a day-by-day calendar for **Custom** company by company.
* A report in **Tools** → **Reports** with no default period opens on the last six months. **Terminations** opens on one year ago through today. **Time Off Balances** opens from the start of the year through today.
* Changing the period in the date range picker on an open report in **Tools** → **Reports** loads the report again for the new dates.
* On **PTO Liability** in **Tools** → **Reports**, the **As of** filter and the **Status** filter, which has the option **Include terminated**, change which rows Every returns. **PTO Liability** also has **Policy** and **Policy Type** filters, and **Time Off Balances** has a **Policy** filter.
* **Filters** on an open report in **Tools** → **Reports** lists the columns the report can be filtered by, and shows only when at least one column can be filtered. **Employee List** and **Terminations** can be filtered by **Department**.
* **Display** on an open report in **Tools** → **Reports** offers **Ordering**, **Grouping** and a **Show** section with **Fields**. **Grouping** shows only when a column can be grouped. **Payroll Journal** has such a column, the pay date, and opens grouped by it.
* **Reset view** in **Display** on an open report in **Tools** → **Reports** appears only once the report's ordering, visible columns, grouping or toggle filters differ from the default.
* Selecting **Reset view** in **Display** on an open report deletes the **Display** settings Every saved for that report. Every saves a change to ordering, hidden columns or grouping as the person's setting for that report.
* Accounting reports in **Tools** → **Reports** have nested account rows that the reader can expand.
* **Export** at the top of an open report in **Tools** → **Reports** downloads a CSV file and shows "Table was successfully exported." A failed download shows "Failed to export table."
* **Export** on an open report in **Tools** → **Reports** isn't limited to the table's current page of eight rows.
* The CSV from **Export** on an open report in **Tools** → **Reports** includes the report's configured columns, including columns hidden with **Display**. **Employee List** opens with **DOB** hidden and **SSN** showing, and both columns are in the file.
* Table search doesn't narrow the CSV from **Export** on any report in **Tools** → **Reports**. Column filters and ordering change the file only on **Time Off Balances**. On every other report, the CSV ignores both.
* The selected period changes the rows in the CSV from **Export**. On **PTO Liability**, **As of** and **Status** also change the rows in the file.
* On **PTO Liability**, the **Policy** and **Policy Type** filters narrow the on-screen totals but don't narrow the CSV from **Export**. **As of** and **Status** change the file.
* **Export** on an empty report in **Tools** → **Reports** doesn't download a file. Every shows "No data to export. The report is empty."
* In the CSV from **Export** on a report in **Tools** → **Reports**, date columns use YYYY-MM-DD and currency and number columns have two decimal places.
* **Payroll Journal** exports **First Name** and **Last Name** in place of its **Employee** column. **PTO Liability** and **Time Off Balances** export **Employee First Name** and **Employee Last Name**.
* **Time Off Balances** exports "Unlimited" for unlimited policies in **Accrued** and **Remaining**, and leaves its totals row out. **PTO Liability** leaves its terminated flag out.
* The CSV from **Export** on a report other than **PTO Liability** and **Time Off Balances** is named with the report's name followed by .csv. The **PTO Liability** CSV is named pto-liability-as-of- followed by the as-of date in YYYY-MM-DD form and .csv. The **Time Off Balances** CSV is named time-off-balances\_ followed by the start date, an underscore, the end date in YYYY-MM-DD form and .csv.
* A report that fails to load shows "Error loading report data" and asks the reader to refresh the page or adjust the filters. A list that fails to load shows "Error loading reports".

### Questions people ask

* **Why don't I see Reports in the sidebar?** **Reports** shows for Company Admins, Bookkeepers and HR Admins whose company has finished onboarding.
* **Can someone with only the HR Admin role open Profit & Loss?** No. Opening **Profit & Loss**, **Balance Sheet** or **Cash Flow** through **Reports** requires the Company Admin or Bookkeeper role.
* **Can someone with only the Bookkeeper role open Employee List?** No. **Employee List** allows Company Admins and HR Admins. The Bookkeeper role alone opens the accounting reports and **Payroll Journal**, when the company meets their conditions.
* **Why is a report missing from All Reports?** A report must be available to your role and company. Accounting reports need accounting enabled and someone to have started connecting accounting software. **Financial Benefits** needs financial benefits turned on. **Payroll Journal**, **Workers Comp Audit Report**, **Employee List**, **Dependents** and **Terminations** need payroll turned on and either completed payroll onboarding or at least one payroll run. Every turns on **Terminations** and **Equity Grants** company by company. **Time Off Balances** and **PTO Liability** need **Time Off** and an active, non-archived time off policy; **PTO Liability** needs a policy that isn't unlimited.
* **Why don't I see Time Off Balances or PTO Liability?** Both need Every to have turned on **Time Off** for the company and at least one active, non-archived time off policy. **PTO Liability** needs a policy that isn't unlimited. Neither is turned on separately from **Time Off**.
* **Does the CSV include columns I hid?** Yes. The CSV from **Export** on a report in **Tools** → **Reports** includes configured columns hidden with **Display**.
* **Does table search narrow my CSV?** No. Table search doesn't narrow the CSV from **Export** on any report in **Tools** → **Reports**.
* **Do column filters and ordering narrow my CSV?** Only on **Time Off Balances** in **Tools** → **Reports**, where the CSV follows them. On every other report they don't change the file. The selected period, and **As of** and **Status** on **PTO Liability**, change which rows Every loads, so they do change the file.
* **Does the CSV include rows on other pages of the table?** Yes. **Export** on a report in **Tools** → **Reports** isn't limited to the table page you are on.
* **Why doesn't Employee List have a date range?** **Employee List** in **Tools** → **Reports** has no start and end date setting, so it shows a search box.
* **Why is there no Grouping in Display?** **Grouping** in **Display** on a report in **Tools** → **Reports** shows only when a column can be grouped. **Payroll Journal** has one.
* **Why can't I find Reset view?** **Reset view** appears in **Display** on a report in **Tools** → **Reports** only once the report's view differs from the default.
* **What does Reset view do?** Selecting **Reset view** in **Display** clears the **Display** settings Every saved for that report.
* **Why does Export say the report is empty?** **Export** on a report in **Tools** → **Reports** found no rows, so Every shows "No data to export. The report is empty." and downloads nothing.

### Not covered here

* Whether the **SSN** column of **Employee List** shows full or masked numbers in the table and the CSV. To ask, email [support@every.io](mailto:support@every.io).
* The order of the groups and of the reports within a group. To ask, email [support@every.io](mailto:support@every.io).
* What **Reset view** in **Display** changes on screen right away, especially on a sorted report in **Tools** → **Reports**. To ask, email [support@every.io](mailto:support@every.io).
* What **Profit & Loss**, **Balance Sheet** and **Cash Flow** show after a company disconnects its accounting software. To ask, email [support@every.io](mailto:support@every.io).


## Related topics

- [Financial reports](https://every-a2724ddc.mintlify.site/admins/reports/financial-reports.md)
- [Payroll and people reports](https://every-a2724ddc.mintlify.site/admins/reports/payroll-reports.md)
- [Views](https://every-a2724ddc.mintlify.site/admins/reports/views.md)


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