Reports

Every HR report in one place: a glance dashboard, a search, and the reports in four groups — workforce, labour and cost, the attendance-to-invoice pipeline, and the rest — each a card you can pin to the top. The same pill nav sits on every report page, so one report is one click from another. Every report is a table you can sort and filter, most with a period, and each exports as Excel, CSV or PDF and can be emailed from its own page.

You enter

A search across report titles and descriptions; a pin on the reports you use most.
On each report: the period, the company, the project or the worker it is about, and its own options (a window, a band, a pivot's rows and columns).

Saral fills in

The glance tiles — top spend this month, the most overdue invoices, projects near budget and CIS verification — from the same data the reports read.
Your recently viewed reports, and the pins, kept in this browser.
Every figure on every report, from the leave register, the attendance register, the HR invoices and the expense claims — never typed in.

It produces

Excel workbooks with totals by formula, CSV and PDF from each report, downloaded or emailed; an iCalendar feed from the Holiday Overview.
The list of every HR output — what it is, where it is made and its formats — at the foot of the hub.

Overtime Breakdown

Per worker, per period: basic hours, overtime at each tier, 6th/7th-day, weekend, bank-holiday and night hours, and hours banked as TOIL — under the overtime rule layers set on HR → Settings → Time & Pay. A worker with a special pay rule is marked, because that rule is applied on the CIS invoice and not here. The Excel carries the arithmetic as formulas. The report is information for payroll and planning; it never changes a CIS invoice amount, and it says 'off' when no rule has been switched on rather than showing zeros.

What this page is for

The module records a great deal — who was on site, what was invoiced, who was off, what was claimed — and the reports are how that becomes something a manager or an accountant can act on. The hub is the one door: a dashboard for the numbers that need watching today, a search, and every report grouped by what it is about. Nothing here is typed in; every figure is read from the registers and invoices the other HR pages maintain.

The reports, one line each

Holiday Overview — a monthly calendar of every worker's leave, overlaps and remaining entitlement, with an iCalendar feed. Expense Overview — claims by worker, project and category, with outliers flagged. Bradford Factor — the absence-pattern score per worker over a rolling window. Workforce Breakdown — composition and demographics today, under Workers. Workers by Project — current assignments with start dates and engagement type. Cost per Project — labour spend, invoice count and budget against actual with a run-rate. Labour Pivot — a cross-tab of gross, net, CIS or days by worker, project, month, company or type. Attendance Register — who was recorded on site each day, as a calendar. Invoice Report — issued, pending and paid invoices by month with a worker drill-down. Pipeline Health — approval bottlenecks and the gaps that block an invoice. Aged Debt — unpaid approved invoices by age band. Payment Forecast — cash outflow this week, next week and beyond. CIS Monthly — CIS deductions by worker for a tax month or year, a working paper for the return and statements Xero produces. Site Register Report — who was on which site by day, week or month, with the project cost split. Attendance vs Invoice — worked hours against invoiced hours, worker by worker. Financial Register — daily labour cost and invoice status on a grid. Worker Summary — one row per worker with days, hours, gross and net. Cost per Company — labour spend by paying company. Timesheet Report — one row per invoiced timesheet with its approval state. Approval SLA — submission to approval, average, median and 95th percentile. Late / Missing Data — the action list of what is missing.

How every report behaves

Each is a DataTable: click a heading to sort, open a column to filter, and set the period where the report has one. A report that cannot load says so with a retry — it never shows a page of zeros — and while a new period loads the old rows stay, dimmed. Excel exports keep numbers as numbers with totals by formula; the same workbook can be emailed from the report with the period in the subject. Pins and recently viewed are kept in this browser only.

What the reports are not

They read; they do not file. CIS Monthly is the deductions working paper, not a CIS300 and not a subcontractor statement — both are produced in Xero. Nothing here is a payslip, a P60 or a return; payroll runs in your payroll app and HMRC filings are made outside Saral.

Scheduled delivery

A schedule is a report, its period and filters, the files to attach (PDF, Excel with formulas, CSV), a cadence (daily, weekly on a day, monthly on a date, at a time in a zone) and its recipients. It is built as the person who saved it, with their access and their project scope, and re-checked at every send: if they leave or lose the report's access, the schedule stops and the row says why. Recipients never see more than they could on screen — a person without the report's access is left out and named in the email, a report with health or personal detail is sent with that detail hidden (or refused, per HR → Settings → Scheduled reports) when any recipient may not see it, and the Bradford Factor and CIS Monthly never go to an outside address. A missed send is caught up on the next run, once per period; files over the attachment limit are linked for an hour instead. “Skip when empty” sends nothing when the report has no rows.

Where the settings live

The reports have no settings of their own — they read what the other pages are configured by. Leave figures follow HR → Settings → Leave & Absence; invoice and CIS figures follow HR → Settings → Time & Pay and the HMRC tab; expense figures follow HR → Settings → Expenses; the company colour on the cards is Settings → Company profile. Who a scheduled report may reach — outside addresses, and whether a mixed recipient set is masked or refused — is HR → Settings → Scheduled reports; the schedules themselves are the Scheduled tab here.

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.