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Admin Guide / Reports

Admin: Reports & Analytics

Complete guide to generating, viewing, and analyzing organizational reports in CitoHR.

Overview

The Admin Reports section provides comprehensive reporting and analytics capabilities across all areas of your organization. Reports are organized into categories including Employee, Leave, Financial, Training, Equipment, Onboarding, and Compliance. These reports help you analyze trends, track metrics, and make data-driven decisions.

Prerequisites

  • You must have ADMIN role to access reports
  • Advanced Reporting is a Pro feature - ensure your organization has Pro subscription

Accessing Reports

  1. Log in to your CitoHR account with Admin credentials
  2. Click on your organization name in the header
  3. Select "System" from the admin menu
  4. Click "Reports" from the System dropdown
  5. Or navigate directly to /admin/reports
Admin navigation showing Reports option
Navigate to Admin > System > Reports

Report Categories

Reports are organized into the following categories:

  • Employee - Headcount, distribution, tenure, employment status, working patterns
  • Leave - Balance, usage, trends, approvals, requests
  • Financial - Salary trends, expenses, approvals, changes
  • Training - Completion, skills, ROI, costs, providers, outcomes
  • Equipment - Allocation, costs, returns
  • Onboarding - Completion, timeline, tasks
  • Compliance - P60, P11D, auto-enrolment, working time, sponsored workers
Reports page showing all report categories
Browse reports by category using tabs

Viewing a Report

Open and view a specific report:

  1. On the Reports page, select the category tab (Employee, Leave, Financial, etc.)
  2. Browse the available reports in that category
  3. Click on a report card to open it
  4. The report will load showing:
    • Data visualization (charts, graphs, tables)
    • Summary statistics
    • Filter options (date range, department, etc.)
    • Export options
  5. Use filters to customize the report data
  6. View different time periods or date ranges
Individual report page showing data and filters
View detailed report data with visualizations

Filtering Reports

Customize report data using filters:

  1. Open a report
  2. Locate the filter controls (usually at the top of the report)
  3. Apply filters:
    • Date Range - Select start and end dates
    • Department - Filter by specific departments
    • Employee - Filter by individual employees
    • Status - Filter by status (Active, Inactive, etc.)
    • Other report-specific filters
  4. Click "Apply Filters" or the report will update automatically
  5. The report data will refresh based on your filters
Report filters showing date range and other options
Use filters to customize report data

Exporting Reports

Export report data for external analysis:

  1. Open a report
  2. Apply any desired filters
  3. Click the "Export" button (usually top right)
  4. Select export format:
    • CSV - For spreadsheet applications
    • Excel - For Microsoft Excel
    • PDF - For sharing and printing
  5. The file will download automatically
  6. Open the file in your preferred application
Export report dialog showing format options
Export reports in various formats

Common Reports

Frequently used reports:

  • Employee Headcount - Total employees by department, status, or date
  • Leave Balance - Current leave balances for all employees
  • Leave Usage - Leave taken over time periods
  • Expense Reports - Expenses by category, employee, or time period
  • Training Completion - Training completion rates and status
  • Onboarding Timeline - Average onboarding completion times
  • Equipment Allocation - Equipment assigned to employees

Best Practices

  • Run reports regularly to track trends and identify issues early
  • Use date range filters to compare periods (month-over-month, year-over-year)
  • Export reports for record-keeping and sharing with stakeholders
  • Combine multiple reports for comprehensive analysis
  • Schedule regular review of key metrics
  • Use department filters to analyze specific teams
  • Keep exported reports organized for easy reference

Related Features