Reports
The Reports module gives you insight into your workforce data. Run on-demand reports or schedule them for automatic delivery to your inbox.
Key features
- Leave usage reports — see who's taken what, per employee and per leave type
- Expense summaries — total spending by category, department, or employee
- Training reports — completion rates, certifications due for renewal
- Asset register — full inventory report with assignment status
- Scheduled delivery — set reports to run automatically and be emailed at regular intervals
- CSV/PDF export — download reports in the format you need
Available reports
Leave usage
View leave consumption across your organisation:
- Per-employee breakdown of entitlement, used, pending, and remaining
- Filter by leave year, leave type, and department
- Identify patterns — who hasn't taken enough leave, who's used it all
Expense summary
Understand spending across your company:
- Total spend by category, department, or employee
- Month-over-month trends
- Outstanding payments and pending approvals
Training report
Track learning and development progress:
- Course completion rates
- Certifications approaching expiry
- Employees with overdue training
Asset register
A full snapshot of your equipment:
- All assets by category and status
- Assignment details — who has what
- Warranty expiry dates
Approval readiness
Identify gaps in your approval chain before they cause problems:
- Employees without line managers — anyone who would have no approver for leave or expense requests
- Org nodes without managers — nodes where the "manager" role is unassigned
- HR fallback cases — employees whose approvals currently fall back to an HR admin because no closer manager was found
Each row is clickable — jump directly to the employee profile or org node to fix the issue. Export the report as CSV or PDF.
Mileage and vehicle report
Three sub-views covering all vehicle and mileage data:
- Mileage Summary — total miles claimed, total cost, and number of trips across the company. Per-employee breakdown with date range filter
- Vehicle Register — all company and personal vehicles on record, with usage statistics (total miles, last trip date)
- HMRC AMAP — per-employee year-to-date mileage by vehicle category (cars, motorcycles, bicycles). Shows the 10,000-mile threshold for cars and flags employees approaching or exceeding it, so you can adjust rates accordingly. Tax year selector to view current or previous years
Scheduling reports
You can schedule any report to run automatically:
- Go to Reports
- Configure the report you want (filters, date range, etc.)
- Click Schedule
- Choose the frequency (daily, weekly, monthly)
- Enter the email address for delivery
Scheduled reports run automatically and are emailed as CSV attachments. You can manage and cancel scheduled reports from the Reports page.