Report Center

Interactive Report Center

Data Visualizations, Analytics, Custom Dashbaords

Welcome to Report Center, a potent data analytics tool transforming how you access, view, and use data to run your business.

Q: How do I access the NEW Report Center?
Look for “Report Center (New)” menu items located right next to the Report Center (Legacy) item link in the Manager Portal.  We will eventually remove all old links which will leave only one “Report Center” option.

Manager Portal -> Favorites -> Report Center (New)

Accessing Report Center

Accessing Report Center

Report Center Features:

  • Single AND Multi-worksite support aggregates data across multiple client IDs for a top-level view of ALL your data
  • Data dashboards, visualization, custom graphs, and analytics on 1000s of data points throughout the system
  • View data charts based on tables, pivots, charts (pie, bar, donut, heat map, lines), KPIs, or gauge
  • 100s of predefined customizable report templates
  • Export data to PDF, CSV, and XLS formats.
  • SFTP and email delivery (Q4 2024 / Q1 2025). A report Report Repository is coming Q1 2025.
  • Auto-schedule reports to run on custom intervals
  • Complex pivot tables, data table joining, and other high-level features supported
  • Role-based data access rules

Data Visualization and Reporting Examples

Report Center 1

Report Center 1

Report Center Employee Dashboard

Report Center Employee Dashboard

Report Center Employee Hiring Analytics

Report Center Employee Hiring Analytics

Report Center - Report Lists

Report Center – Report Lists

Report Center - Bookmarked Custom Reports

Report Center – Bookmarked Custom Reports

Report Center - Map Style Report with Other Dashboard Visuals

Report Center – Map Style Report with Other Dashboard Visuals

Report Center Map

Report Center Map


Access Levels & Licensing

All service levels have access to the Report Center.

  • Viewer” licenses are granted to all full-access worksite managers by default.
  • Additional “Viewer” Licenses are available by request for other manager levels and trusted advisors.
  • Explorer” licenses are available for top-level admin managers and trusted advisors by request. A limited number of FREE Explorer user licenses are allocated per client. Additional licenses can be purchased for a nominal fee.

Viewer License

  • Can generate unlimited reports
  • Enter in specific Parameters
  • Export data
  • Filter on Data
  • Drill down on Data Visualisations

Explorer License:

  • All Viewer Features +
  • Add/remove columns
  • Group by Column
  • Summarize Data
  • Create Data Visualizations
  • Perform Custom Calculations
  • Rename Columns
  • Save Bookmarks (customized report views)
  • Share Bookmarks with others in the organization
  • Export Report

Please contact your dedicated HR Specialist for an introduction to the Report Center with one of our Reporting Analysts.