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About the Reports Tab

What this is for​

The Reports tab is where you find the three main reports accounting and operations use every week:

  • Labor Report — how much labor cost was spent on each job, broken down by cost code and worker. Lives under the Hours tab in the top navigation. Used by accounting and project managers to see where the money is going.
  • Weekly Report — weekly hours for every worker on a team, plus the workflow for getting those hours confirmed by the field supervisor before you pay them. Lives under the Reports dropdown. Used by payroll every Monday.
  • CIP Report — short for Contractor Insurance Program. This is the deadline tracker for jobs that need insurance paperwork filed on time. Lives under the Reports dropdown. Used by operations and compliance.

If you are not sure which report you need, start with the quick guide below.

Reports tab navigation (full)

Steps​

  1. Click the Reports tab at the top of the screen.
  2. Pick the report from the dropdown:
    • Weekly Report for this week's hours and supervisor sign-off.
    • CIP Report for insurance deadlines.
  3. For the Labor Report, click the Hours tab instead.
  4. Each report has its own filters at the top (date range, company, team). Set those first, then read the numbers.

Common mistakes​

  • Looking for the Labor Report under Reports — it is under Hours.
  • Confusing the Weekly Report with the Labor Report. Weekly is the payroll packet that goes to supervisors; Labor is the internal cost breakdown.
  • Forgetting to set the date range. Every report defaults to the current pay period, so last week's numbers will not appear unless you change the dates.

What to do if it goes wrong​

  • If a report will not load, refresh the page. If it still will not load, check with IT that the Google Sheets sync ran this morning.
  • If the numbers look wrong, open the Hours tab and look for time corrections or open clock-ins that have not been closed out.
  • If you cannot see a report at all, your account may not have permission for it. Ask the office manager to check your role in Settings → Access.