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Team reports

See your headcount, joiners and leavers, time off, what's coming up, open checklist tasks, hours and pay, and download any report.

Go to Team → Reports (Team managers, Administrators and managers). Click a report's name at the top. Managers see their own team only.

Reports: Headcount
Report What it shows
Headcount How many people you have now, by department, location and kind of work, and Headcount over the last 12 months
Joiners and leavers Who joined and who left each month, with the Reasons for leaving
Time off Days taken by kind, by person and by month (Days taken by month), and Who's out next month
Coming up The next 60 days: people starting and leaving, birthdays (only for people who show theirs), work anniversaries and documents expiring
Checklists Open and overdue checklist tasks, and who does them
Hours Hours logged in a month, by person or by project (when the hours log is on)
Pay Payments made in a month: totals by department and by person, with gross, deductions and net (only with "see and record pay")
Deductions by name The total of each deduction you entered for a month, so you know what to pay to the government or others (only with "see and record pay")
Coming up in the next 60 days

Choose the month and download

  1. For reports by month, choose the Month (or Year) and click Show.
  2. Click Excel or CSV to download the report, or Print. To save a PDF, click Print and choose Save as PDF.
Deductions by name for October

Every report and download ends with the note "For your own records and reference. This is not payroll, tax or legal advice. Amounts are entered by your business and are not calculated by PageShift."

Written for PageShift 5.99.44. Screens can change a little between versions.