Reports Overview
What's on the Reports page, and how live reporting works in Greenroom
Everything on the Reports page is built the moment you ask for it, straight from your payroll data — as the page itself puts it, "nothing here is a stale file." There's no batch job to wait on and no library of previously-generated reports to dig through. Pick a report, tell it which run, date range, or year you care about, and it renders right there on the page.
The five reports
All five live on one page — Reports in the main navigation — as a row of cards. Fill in a card's picker and click Generate; the result appears below, replacing whatever was showing before. You can only look at one report at a time.
| Report | You pick | What it shows |
|---|---|---|
| Payroll register | A run | Every payee on that run — gross, deductions, taxes, net, payment method, and check number |
| Union remittance | A run, optionally one union | Fund-by-fund totals for that run, split into what's covered by the union's own settlement process and what still needs a check |
| QuickBooks CSV | A run | That run restated as an accounting batch, one row per ledger line, ready to import |
| Consolidated register | A date range | A company-wide rollup across every paid run in that range — per payee, by union fund, by cost, by representative |
| 1099 filing preview | A calendar year | Which payees are on track for a 1099, who's blocked on missing information, and who falls under the threshold |
There's no standalone payee report — a payee's numbers show up as rows inside the reports above. See Payee Reports for exactly where to look.
Why a run might not show up
The Payroll register, Union remittance, and QuickBooks CSV pickers only list runs that have moved past your team's internal review — status Approved, Processing, Paying out, or Paid. A run still sitting in Draft or In review won't appear yet; finish getting it approved first.
The Consolidated register and 1099 filing preview go a step further and only draw from runs that have actually reached Paid — a run that's approved or still processing isn't in the books yet as far as those two reports are concerned.
If any picker comes up empty, the card tells you why instead of showing a form — usually "No approved runs yet" or "No paid runs yet."
Getting your data out
Every report has a Download CSV button in its top-right corner. That's the only export format on this page — there's no PDF here, and nothing gets saved to a report library for later. If you need the same report again, regenerate it.
The one exception is union reports: a proper printable PDF exists, but it's generated from inside a payroll run's own Union Reports step, not from this Reports page. See Union Reports for how the two relate.
Read-only, no drill-down
Report tables don't expand and their rows aren't links — you can't click a payee or a run from a report to jump to their record. If you need to open a specific run, use Payroll History; if you need a specific payee, use the Payees list.
Next steps
See Payroll Reports for the payroll register and QuickBooks export, Union Reports for fund remittance, Company Reports for the consolidated register and 1099 preview, or Payee Reports for where an individual payee's numbers actually live.