Admin reports are in the Admin view under Reports. The menu can hold Sales Report Builder, Payroll Report Builder, Company, Sales, Payroll, and a few items that appear only with an add-on or setting. Each item needs its own permission, so your menu may be shorter. There are no longer separate Pending Service or Clawbacks reports: use the Sales Report Builder views instead.
Who can do this: Admins whose permission group includes the Reports item they need (for example Reports > Company > View). Select Admin in the Worker / Admin toggle at the top. Managers without the Admin view use the Worker view reports: see Reports for managers.
What is in Admin > Reports
Menu item | Use it for | You see it when |
Sales Report Builder | Your own sales views with chosen columns and filters, the built-in Clawback, Pending Installs and Balance Due views, and CSV export. | Your group includes Reports > Sales > View. |
Payroll Report Builder | Payroll by sale, by worker or by payment, with CSV export. | You are a Company Admin, or your group includes Reports > Payroll > View. |
Company | A yearly overview: payroll totals, account sales, projected payouts and personnel. No export. | Your group includes Reports > Company > View. |
Sales (Loans for mortgage companies) | The customer list, sales imports, and held sale updates during payroll. | Your group includes Reports > Sales > View. |
Payroll | Payroll history by pay period or by worker, with drill-down and export. | Your group includes Reports > Payroll > View. |
Reconciliation | Reconciliation reporting. | Your company uses reconciliation and your group includes Reports > Reconciliation. |
Additional | Extra payroll reports. | Your company pays through SequiPay on Sequifi and your group includes it. |
Reserve Balances | Workers' reserve balances. | Your company has the Reserve Balances add-on and your group includes it. |
Timesheets | Workers' hours. | Your company has the Clock In / Clock Out add-on and your group includes it. |
Select Reports and you land on the first report you are allowed to see.
Companies on the SequiPay product
If your company uses the SequiPay product, the Reports menu shows only Company, Payroll, Additional and Timesheets (each only with its permission or add-on).
Where did Pending Service and Clawbacks go?
Those reports were retired. Old links now open the Sales Report Builder. Use its built-in Pending Installs and Clawback views. See Clawback, Pending Installs and Balance Due views.
On the mobile app
Admin reports aren't in the mobile app. Use a web browser.
Common questions
A report is missing from my menu
Your permission group doesn't include it, your company doesn't have the add-on or setting it needs, or your company is on the SequiPay product. See Why can't I see a menu or feature?
Can I schedule reports to be emailed?
No. Exports are run by hand. From Run Payroll, a Company Admin can email the payroll report to chosen managers with Share Report.
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Still stuck? Getting help from Sequifi Support.