Want to see how many pending contractor payments you have? Or want to see how much your company is spending on Support team members in the Philippines? Administrators can gain more insights into their account data in a new Reports tab.
The reports available in this tab are the Contractor Payments report, which shows the history of all payments that your company has made to your contractors, and the People report, which shows a list of all your employees and contractors and data such as their emails, job titles, wage types, wage amounts, and more.
To access the Contractor Payments report:
Under the Insights menu, go to the Reports tab. Select ‘Payments report.’
Select ‘Edit columns’ in the upper right-hand corner. By default, each row in the report lists a separate payment made to each contractor. If you would like each row to show the total amount paid to each contractor, select ‘Contractor’ in the ‘Group items by’ section.
In the ‘Display columns’ section, choose which columns you would like to view.
Click outside of the ‘Edit columns’ window to close the window.
To add a filter to the report, click ‘Add filter’ and select your preferred filter. Enter the filter criteria and click ‘OK.’
Repeat Step 5 if you would like to add additional filters.
To remove a filter, select the filter and click ‘Remove filter.’
Once you have applied your preferred filters, if you would like to export the report as a CSV file, click 'Download' in the upper right-hand corner and select 'Download CSV.'
To access the People report:
Under the Insights menu, go to the Reports tab. Select ‘People report.’
Select ‘Edit columns’ in the upper right-hand corner. Choose which columns you would like to view, such as Email, Start date, Wage amount, Stock options, and more.
Click outside of the ‘Edit columns’ window to close the window.
To add a filter to the report, click ‘Add filter’ and select your preferred filter. Enter the filter criteria and click ‘OK.’
Repeat Step 4 if you would like to add additional filters.
To remove a filter, select the filter and click ‘Remove filter.’
Once you have applied your preferred filters, if you would like to export the report as a CSV file, click 'Download' in the upper right-hand corner and select 'Download CSV.'
Reports are a new feature that we’re actively building. We would love to hear your feedback on what additional reports you would like to see in the future. Please get in touch with our team to share your feedback and suggestions.