Reporting+: Using Standard Reports

Standard reports in Reporting+ are pre-built templates that you can utilize to run your payroll data and get immediate results. Some are built with logic so you can easily find the answers to the data questions you're looking for. 

You can customize these reports by removing or adding fields, but we’ve made it easy for you to find just what you need. 

How to Get Started

1. First, determine what type of information you’d like to report on. 

2. Look for the scenario that best describes your use case from this guide. 

3. Log in to Reporting+ and click the Standard Reports tab. 

4. Locate the report from the list and click Run Report. 

   1. You can run the report as is or customize it as you wish.

Onboard Data

This is information that is gathered when a new employee is hired and added to the company's payroll. It's used to identify agreed-upon wage payments, benefits, and taxes.

I want to...

• Identify the frequency of an employee's pay and the guarantees associated with an employee by deal memo.

• Identify the ethnicities of the employees on a project or multiple projects.

• Identify the gender of the employees on a project or multiple projects.

• Identify when an individual was onboarded to a project or multiple projects and for what occupation.

Timecard Data

This is data that is recorded for an employee regarding their working hours and attendance. It’s used to identify the employee’s wages, overtime calculations, and tracking.  

I want to...

• Identify the gross and net wages paid to an employee by check number, the status of the check, if it’s direct deposit, and if it was cleared or not per project.
• Analyze project management, cost control, and financial reports.
• See a summary of the key terms and details of a business deal, contract, or agreement.
• Identify deductions associated with each timecard and the check-effective date, as well as deductions associated with an employee by check number.
• Identify the weekly earnings associated with an employee by check number.
• Identify the employee taxes associated with any employee by check number.
• Identify the employer taxes associated with any employee by check number.
• See a summarized overview of fees and charges associated with invoices or POs to manage finances, track revenue, etc.
• See a summarized overview of fees and charges associated with invoices or POs.
• Identify time and attendance reports while analyzing labor costs, job costing, labor productivity, and tax reporting.
• Identify the date an employee received their last check by project.
• Identify details about non-taxable gross wages with key reimbursement items such as NT box rentals, NT allowances, or non-employee compensation paid to a 1099.
• Analyze a comprehensive breakdown of payroll-related information for a specific pay period or a group of employees.
• See a condensed overview of payroll data for a specific pay period, typically at Prodco/producer levels, and receive valuable insights into labor costs, tax obligations, and overall finance health.
• Identify all the expenses associated with each employee by project and check.
• See sick time payments by check number for each employee per project.
• Identify the aggregate gross earnings associated with an employee by project.
• Identify the union contribution associated with an employee by check number or project.
• Identify Workers’ Compensation Insurance associated with an employee by project, check, and timecard.

Reports List

Onboard Data

• Employee Guarantee Report
• "I want to identify the frequency of an employee's pay and the guarantees associated with an employee by deal memo."
  Click to see fields included:

  • First Name
  • Middle Initial
  • Last Name
  • Masked SSN/SIN
  • Occupation Description
  • Guarantee Pay
  • Guarantee Rate
  • Guarantee St HR
  • Guild ID
  • Employee Primary Addr 2
  • Overscale
  • Pay Freq
  • Pension Union ID

• Ethnicity Report
• "I want to identify the ethnicities of the employees on a project or multiple projects."
  Click to see fields included:

  • Employee Name
  • Masked SSN/SIN
  • Birth Date
  • Ethnicity
  • Project Name

• Gender Report
• "I want to identify the gender of the employees on a project or multiple projects."
  Click to see fields included:

  • Prodco Name
  • Producer Name
  • Project Name
  • First Name
  • Middle Initial
  • Last Name
  • Masked SSN/SIN
  • Birth Date
  • Gender

• Hire Date Report
• "I want to identify when an individual was onboarded to a project or multiple projects and for what occupation."
  Click to see fields included:

  • Masked SSN/SIN
  • First Name
  • Last Name
  • Pension Union ID
  • Prodco Name
  • Project Name
  • Gender
  • Ethnicity
  • Employee Primary Addr 1
  • Employee Primary Addr 2
  • Employee Primary City
  • Employee Primary State/Province
  • Employee Primary Zip/Postal Code
  • Hire Date
  • Occupation Code
  • Occupation Description

Timecard Data

• Check Register Report
• "I want to identify the gross and net wages paid to an employee by check number, the status of the check, if it’s direct deposit, and if it was cleared or not per project." 
  Click to see fields included:

  • Prodco Name
  • Producer Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Checks Effective Date
  • Guarantee Rate
  • Check Gross
  • Check Net
  • Check Number
  • Check Status
  • Clear Status Desc
  • Clear Date

  Note: The check gross and check net fields should not be added to the values container. The data provided in this format is how the fields should be used in the tool. If you would like to sum the total wages an employee has earned across all projects, download the template to Excel and perform the calculation offline. 

• Cost Code Details Report
• "I want to analyze project management, cost control, and financial reports."
  Click to see fields included:

  • Job Description
  • Full Name
  • Masked SSN/SIN
  • Invoice Date
  • Invoice Num
  • Batch Number
  • Expense Type
  • Pay Type Desc
  • Sum (Total Hours Worked)
  • Sum (Total Gross Amount)
  • Sum (Amount)
  • Sum (Hours Worked)

• Deal Memo Report
• "I want to see a summary of the key terms and details of a business deal, contract, or agreement."
  Click to see fields included:

  • Producer Name
  • Prodco Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Occupation Description
  • Deal Memo Number
  • Guarantee Rate
  • Pay Freq
  • Guild ID
  • Hire Date
  • Total Net Check Amount
  • Total Direct Deposit Amount
  • Total Paper Check Amount

• Employee Deduction Report
• "I want to identify deductions associated with each timecard and the check-effective date, as well as deductions associated with an employee by check number."
  Click to see fields included:

  • Employee Name
  • Masked SSN/SIN
  • Deal Memo Number
  • Occupation Description
  • Timecard Number
  • Checks Effective Date
  • Check Number
  • Paycode Description
  • Sum (Amount)

• Employee Earnings Report
• "I want to identify the weekly earnings associated with an employee by check number."
  Click to see fields included:

  • Prodco Name
  • Producer Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Deal Memo Number
  • Occupation Description
  • Timecard Number
  • Checks Effective Date
  • Check Number
  • Clear Status Desc
  • Clear Date
  • Paycode Description
  • Sum (Amount)

• Employee Taxes Report
• "I want to identify the employee taxes associated with any employee by check number."
  Click to see fields included:

  • Employee Name
  • Masked SSN/SIN
  • Deal Memo Number
  • Occupation Description
  • Timecard Number
  • Checks Effective Date
  • Check Number
  • Paycode Description
  • Sum (Amount)

• Employer Taxes Report
• "I want to identify the employer taxes associated with any employee by check number."
  Click to see fields included:

  • Prodco Name
  • Producer Name
  • Project Name
  • Employee Name
  • Pension Union ID
  • Masked SSN/SIN
  • Occupation Description
  • Deal Memo Number
  • Compute Type
  • Invoice Number
  • Timecard Number
  • Weekending Date
  • Paycode Description
  • Sum (Amount)

• Invoice Fee Details Report
• "I want to see a summarized overview of fees and charges associated with invoices or POs to manage finances, track revenue, etc."
  Click to see fields included:

  • Project Name
  • Project Number
  • Project Type
  • Invoice Date
  • Invoice Group
  • Invoice Num
  • Expense Type
  • Pay Type Desc
  • Pay Type
  • Sum (Total Gross Amount)

• Invoice Fee Summary Report
• "I want to see a summarized overview of fees and charges associated with invoices or POs."
  Click to see fields included:

  • Project Name
  • Project Number
  • Project Type
  • Invoice Date
  • Invoice Group
  • Invoice Num
  • Sum (Total Hours Worked)
  • Sum (Total Gross Amount)
  • Sum (Total Gross Amount)

• Labor & Fringe Report
• "I want to identify time and attendance reports while analyzing labor costs, job costing, labor productivity, and tax reporting."
  Click to see fields included:

  • Employee Name
  • Masked SSN/SIN
  • Invoice Number
  • Weekending Date
  • Paycode Description
  • Compute Type
  • Pay Code
  • Account Codes
  • User Order
  • Location Code
  • Pension Union ID
  • Occupation Description
  • Occupation Code
  • Episode ID
  • Work State/Province
  • Set Code
  • Prodco Name
  • Project Name
  • Sum (Amount)
  • Sum (Hours Worked)

• Last Check Date Report 
• "I want to identify the date an employee received their last check by project."
  Click to see fields included:

  • Employee Name
  • Check Gross
  • Check Net
  • Check Number
  • Check Sequence
  • Weekending Date
  • Max (Check Effective Date)

• Nontaxable Reim Report
• "I want to identify details about non-taxable gross wages with key reimbursement items such as NT box rentals, NT allowances, or non-employee compensation paid to a 1099."
  Click to see fields included:

  • Compute Type
  • Account Codes
  • Amount
  • Checks Effective Date
  • Check Number
  • Employee Name
  • Deal Memo Number
  • Hire Date
  • Insurance Code
  • Masked SSN/SIN
  • Occupation Description
  • Paycode Description
  • Pay Code
  • Pension Uniond ID
  • Prodco Name
  • Producer Name
  • Project Name
  • Timecard Number
  • User Order
  • Weekending Date

• Payroll Register Details Report
• "I want to analyze a comprehensive breakdown of payroll-related information for a specific pay period or a group of employees."
  Click to see fields included:

  • Project Name
  • Project Number
  • Project Type
  • Invoice Date
  • Invoice Group
  • Invoice Num
  • Full Name
  • Employee Addr Line 1
  • Employee Addr Line 2
  • Employee Addr City
  • Employee Addr State
  • Employee Addr Zip
  • Expense Type
  • Pay Type
  • Pay Type Desc
  • Pay Frequency
  • Hourly Pay Rate
  • Check Number
  • Sum (Total Gross Amount)

• Payroll Register Summary Report
• "I want to see a condensed overview of payroll data for a specific pay period, typically at Prodco/producer levels, and receive valuable insights into labor costs, tax obligations, and overall finance health."
  Click to see fields included:

  • Client Name
  • Project Name
  • Project Number
  • Project Type
  • Batch Number
  • Invoice Date
  • Invoice Group
  • Invoice Num
  • Full Name
  • Masked SSN/SIN
  • Employee Addr Line 1
  • Employee Addr Line 2
  • Employee Addr City
  • Employee Addr State
  • Employee Addr Zip
  • Pay Frequency
  • Check Created Date
  • Check Nunber
  • Total Net Check Amount
  • Total Direct Deposit Amount
  • Total Paper Check Amount

• Register Report
• "I want to identify all the expenses associated with each employee by project and check."
  Click to see fields included:

  • Producer Name
  • Prodco Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Pension Union ID
  • Occupation Description
  • Weekending Date
  • Invoice Number
  • Timecard Number
  • Compute Type
  • Paycode Description
  • Sum (Amount)
  • Sum (Hours Worked)

• Sick Time & Pay Report
• "I want to see sick time payments by check number for each employee per project."
  Click to see fields included:

  • Prodco Name
  • Producer Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Compute Type
  • Paycode Description
  • Occupation Description
  • Pension Union ID
  • Deal Memo Number
  • Invoice Number
  • Timecard Number
  • Checks Effective Date
  • Check Number
  • Clear Status Desc
  • Sum (Amount)
  • Sum (Hours Worked)

• Total Earnings by Project Report
• "I want to identify the aggregate gross earnings associated with an employee by project."
  Click to see fields included:

  • Employee Name
  • Masked SSN/SIN
  • Producer Name
  • Project Name
  • Occupation Description
  • Sum (Amount)

• Union Contribution Report
• "I want to identify the union contribution associated with an employee by check number or project."
  Click to see fields included:

  • Producer Name
  • Prodco Name
  • Project Name
  • Employee Name
  • Masked SSN/SIN
  • Checks Effective Date
  • Check Number
  • Compute Type
  • Deal Memo Number
  • Invoice Number
  • Timecard Number
  • Weekending Date
  • Pension Union ID
  • Sum (Amount)

• Work Comp Report
• "I want to identify Workers’ Compensation Insurance associated with an employee by project, check, and timecard."
  Click to see fields included:

  • Account Codes
  • Amount
  • Checks Effective Date
  • Check Number
  • Compute Type
  • Deal Memo Number
  • Employee Name
  • Hire Date
  • Insurance Code
  • Masked SSN/SIN
  • Invoice Number
  • Occupation Description
  • Paycode Description
  • Pay Code
  • Pension Uniond ID
  • Prodco Name
  • Producer Name
  • Project Name
  • Timecard Number
  • User Order
  • Weekending Date