Data drives decisions — but only when it’s accessible, flexible, and fast. The Reports Dashboard gives your team a single hub to build, customize, and share workforce and financial reports, without waiting on IT or wrestling with spreadsheets.

The Reports Dashboard

The dashboard is your starting point for everything reporting:

• Search bar (top) — instantly locate any report across the system, no browsing required.
• Favorite Reports — one-click access to the reports you use most.
• Browse Reports — all existing reports organized by category, so your team can quickly find the right one.
• Report Templates — pre-built, customizable reports that let you skip setup: select a template, tailor it, and run.
• Your Reports — the reports you’ve created, alongside any that have been shared with you.

Creating a report

Select Create Report to build something new. You’ll choose from many themes — benefits, human resources, time & attendance, payroll, even retirement — and within a theme, a report type: view the raw data as-is, totals, or a point-in-time report.

While building, you have plenty of tools: edit the format of date and numeric fields, add and pin quick filters, hide columns, control sort order, and add a blank field or a calculated attribute. When you’re done you can download both CSV and PDF versions, and share and schedule the report with your team.

General Ledger reporting

General Ledger Reporting maps payroll data directly to your chart of accounts, giving you and your finance team reconciliation-ready output — no manual re-keying, no spreadsheet translation, just clean, structured data that flows into your financial workflows.

Let’s build a full data report from start to finish, then customize it with some of the most helpful editing tools. We’ll use an annual salary report as the example.

Start the report

Click Create Report (top left), give the report a name (e.g., “Annual Salary Report”), and choose the companies to generate it for. A description and category are optional. Click Create and Edit to enter build mode.

Theme, type & fields

Choose a theme based on where your data lives (here, Human Resources), then a report type (here, full data — totals and point-in-time work the same way). Now add fields: use the search bar on Select Fields, or expand/collapse the categories and use Select All to add a whole category at once. For this report we add the employee’s position, birth date, and primary manager’s name.

The field toolbar

Once your fields are in, the tools at the top do the heavy lifting:

• Drag & drop to rearrange field order.
• Paintbrush (Format Display) — on currency or date fields; set currency decimal format or how a date displays.
• Filter — filter fields in or out, or search date ranges.
• Pin Quick Filters — pin a filter (like a date range) to the top so you can update it in seconds after every payroll, without re-entering edit mode. Any filterable field can become a quick filter.
• Eye — hide a field from the report.
• Arrows — sort ascending or descending.
• Trash — delete a field.

Calculated attributes

You can also add a blank field (handy for a third-party provider) or a calculated attribute — think of these as advanced Excel functions. To model a 5% raise across the board, choose Annual Salary Amount, multiply by a custom value of 0.05, add back the current annual salary, choose your output, and click Apply — then rename the field. Calculated attributes can also do things like combine department name with department code.

When everything’s set, click Save and Run Report. Your pinned quick filter appears at the top, so you can filter by specific hire dates without ever opening edit mode again.

Once a report is built, here’s how to output it and then share and schedule it.

Publish & download

To share or schedule, first click Publish. A download button then appears at the top, letting you save both the CSV and PDF versions of the report.

Sharing a report

Click the three dots, then Share. Choose who to share with, click Add Selected Users, and set each user’s access level:

• View — the admin can see the report.
• Edit — they can make changes to the report.
• Full Control — they can view, edit, and share/schedule the report.

Scheduling a report

Back at the three dots, click Schedule → Add Schedule, then build it out: give the schedule a name; choose when it should start (and optionally end); pick the cadence — daily, weekly, or monthly (which opens a dropdown to specify days of the week or month); choose who receives the report; and click Create Schedule.

Insights is Netchex’s people-analytics tool. It turns your workforce data into plain-language stories and visuals, so you can go from a report full of numbers to an answer you can act on in seconds.

Finding Insights

Insights lives in the left sidebar, right alongside your other modules. Click Insights → Dashboard to open it.

The Insights dashboard

• Search bar (top) — type a question in plain, everyday language: no filters, no report builder, no formulas. The sparkle icon is your cue that the search is AI-powered. Ask something like “How many employees left last quarter?” and Insights finds or builds the matching story.
• Top Stories — the most commonly asked questions across Insights clients (employees who’ve left, overtime spend, average tenure). A great starting point if you’re not sure what to ask.
• Recent Stories — whatever you personally looked at last. It’s your own history, not a company-wide list.
• Topics — the data organized by category (turnover, wages, people, diversity, time & attendance, benefits, payroll). Each is its own mini dashboard packed with pre-built stories.

Insights organizes everything into seven topics. Here’s what data lives where — and the good news is they all share one consistent layout, so once you can read one, you can read them all.

• Turnover — how many employees left, which departments or managers had the most departures, and the average tenure of people who quit.
• Wages — total wages paid out, which positions carry the highest salaries, and how compensation compares across employees in the same role.
• People — your headcount and workforce-composition hub: how many people work here and how that breaks down by department, division, or location.
• Diversity — workforce demographics such as race, gender, and age category, so you can track DEI goals and spot representation gaps.
• Time & Attendance — where overtime lives: how much is being spent, how it compares to the last pay period, and who’s driving the hours.
• Benefits — cost and enrollment data tied to your benefit plans, so HR can see participation and spend at a glance.
• Payroll — broader payroll narratives: the high-level pay and cost data an executive wants without digging through a full payroll register.

Now let’s work with the data. We’ll use Turnover as the example, but the pattern is the same across every topic.

A story at a glance

Every story starts with a plain-language question (“How many employees have left the company?”) and a short summary in real sentences. Highlights automatically pulls out the standout facts — the position with the most departures, average tenure, the manager most associated with turnover, the top reason for leaving. Insights writes it for you. The Organization dropdown scopes the data to a specific company, and the chart plots the metric over time (e.g., terminations by month) so trends and spikes stand out.

The full story

Click View Full Story for the interactive version. The graph/list toggle switches between the visual chart and the raw, row-level data. Switch to list and you get a full table — every terminated employee with fields like department, termination reason, tenure, manager, and hire date. Use the search and filter icons to narrow it, or the download icon to export straight to Excel. In graph view, the Compare dropdown stacks this period against a previous one — quarter over quarter or year over year — with no formulas. Filter narrows the data by date range, department, or other fields.

AI Insights

The AI Insights panel adds a layer of analysis on top of the story — think of it as an HR generalist reading the data with you. It writes a narrative analysis: primary reasons for turnover with percentages, patterns by tenure, and management or location impact, all pulled from the data on screen. Suggested prompts give you ready-made follow-up questions, or you can type your own into the “describe what you need” bar.

Let’s close with the real-world situations where Insights turns data into decisions.

• Turnover analysis for leadership — when an owner or executive asks “What’s our turnover looking like?”, Insights gives a screen-grab-ready answer (position, manager, tenure, reason) instead of a spreadsheet.
• Overtime & labor-cost control — compare overtime spend period over period and immediately see who’s driving the hours, without waiting on a manual report.
• Wage & pay-equity review — see which positions carry the highest salaries and how individual pay compares across employees in the same role, so you can spot outliers and confirm fair, consistent pay.
• DEI & workforce composition — the Diversity and People topics give a click-of-a-button view of demographics to track DEI goals and plan headcount with real data.
• AI-assisted action planning — use AI Insights’ suggested prompts to ask “What’s driving this?” and get specific, actionable recommendations — turning a data point into a strategy in seconds.
• You still want the data in Excel — the list view and export mean Insights doesn’t force a workflow change: explore visually, then walk away with a clean, exportable report.