Reports
Generate detailed reports for payroll, job costing, HR, and more.
Most reports are available to Supervisors, Administrators, and Billing Administrators. HR Summary Report requires Administrator access.
Reports Overview
PraxisMS provides several report types to help you manage payroll, track project costs, and monitor team productivity.
Accessing Reports
- Select the report type in the sidebar navigation you want to generate
- Configure the report parameters (date range, employees, etc.)
- The report is Automatically Generated
Common Report Options
Most reports share these configuration options:
| Option | Description |
|---|---|
| Date Range | Start and end dates for the report period |
| Pay Period | Quick select for predefined pay periods |
| Employees | All employees or specific individuals |
Payroll Report
The Payroll Report summarizes hours worked by each employee, broken down by day or pay period. This is your primary report for processing payroll.
Report Views
- Detailed View: Shows each time entry individually
- Summary View: Shows total hours per employee for the period selected
What's Included
- Employee name
- Date
- Hours worked
- Notes (in detailed view)
Generating the Report
- Select a Pay Period or custom date range
- Choose All Employees or select specific employees
- Select Status (typically "Approved Only" for final payroll)
- Choose Detailed or Summary view
- Report will be Automatically Generated
Generate a "Pending" status report before payroll to catch any unapproved entries that need review.
Job Costing Report
The Job Costing Report shows time and costs allocated to each job/project. Use this to track project profitability and budget consumption.
What's Included
- Job name
- Total hours per job
- Billable vs non-billable breakdown
Report Options
- Filter by Job: See all employees who worked on each job
- Filter by Employee: See all jobs each employee worked on
HR Summary Report
The HR Summary Report provides an overview of your team, including employment status, hire dates, and basic HR information.
What's Included
- Employee name and contact information
- Job title
- Hire date
- Employment status (Employed, On Leave, Former, etc.)
- Permission level
Filtering Options
- Active Only: Show only currently employed staff
- All Statuses: Include former employees and those on leave
Burnout Report
The Burnout Report identifies employees who may be working excessive hours. Use this to maintain healthy work-life balance on your team.
What It Tracks
- Employees exceeding filterable periodic hour thresholds
Configurable Thresholds
Set your own weekly thresholds for what constitutes a burnout risk.
This report is a tool to help identify potential issues. Always follow up with employees directly to understand their actual situation.
Rejected Time Report
View all time entries that have been rejected, along with rejection reasons. Useful for tracking recurring issues and training needs.
What's Included
- Employee name
- Date and time of entry
- Quick Task, Job, and Notes
- Rejection reason
Common Rejection Reasons
- Missing or incomplete notes
- Incorrect job assignment
- Overlapping time entries
- Time exceeds reasonable limits
Productivity Visualizer
A visual dashboard for analyzing team productivity, workload distribution, and billable time allocation.
Report Views
- Detailed View: Charts plus a collapsible table showing individual time entries
- Summary View: Charts only for a quick visual overview
Summary Statistics
At-a-glance metrics displayed at the top of the report:
- Total Hours worked in the period
- Billable Hours with percentage
- Employee count
- Average Hours per Employee (or Billable Value when enabled)
Available Charts
Team View (All Employees selected):
- Hours by Employee: Horizontal bar chart comparing hours across team members
- Billable Breakdown: Donut chart showing billable vs non-billable percentage
- Daily Hours Trend: Line chart showing hours worked per day over the date range
Individual View (Single Employee selected):
- Task Breakdown: Pie chart showing time allocation by Quick Task category
- Billable Breakdown: Donut chart for that employee
- Daily Hours Trend: Line chart showing the employee's daily hours
Filter Options
- Employee: All employees or a specific individual (changes chart view)
- Job: Filter by specific job/project
- Quick Task: Filter by task category
- Period Quick Select: This Month, Last Month, This Week, Last Week, Today, or Custom
- Show Billable Values: Toggle to display estimated revenue using Quick Task rates
Use the Productivity Visualizer in team meetings to discuss workload distribution and capacity planning. Select a single employee to see their task breakdown and identify where their time is going.
Exporting to CSV
All reports can be exported to CSV format for use in spreadsheets, accounting software, or other systems.
How to Export
- Generate your report with the desired parameters
- Click the Export CSV button
- The file downloads to your computer
- Open in Excel, Google Sheets, or your preferred spreadsheet application
Export Formats
| Report | CSV Contents |
|---|---|
| Payroll | Employee, Date, In Time, Out Time, Hours, Task, Status |
| Job Costing | Job, Employee, Hours, Cost, Billable Flag |
| HR Summary | Employee, Email, Title, Hire Date, Status, Permission |
For automated data export, consider using the PraxisMS API to pull data directly into your systems.