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. 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.
Admin, Payroll, and Approver teammates can read the four inline reports, download their CSVs, and view and download pay statements. QuickBooks package generation, downloads, posting, and voiding require Admin. The check registers are readable by every company role, but check actions have their own limits below.
The five reports
All five live on one page — Reports in the main navigation — as five cards. On a wider screen, the three that pick a run, Payroll register, Union remittance and QuickBooks package, each take a whole row, and Consolidated register and 1099 filing preview share the last one; on a phone, every card has a row of its own. Four of them work the same way: fill in a card's picker and click Generate, and the result appears below, replacing whatever was showing before — you can only look at one of those four at a time. The fifth, the QuickBooks package, is different: its card takes you to its own page instead of generating inline, since it has its own multi-step setup and history to show.
Reports has two tabs: Reports, with the five report cards described here, and Pay statements, where you pick a payroll and view or download each payee's pay stub or pay statement (see Pay statements by payroll).
| Report | You pick | What it shows |
|---|---|---|
| Payroll register | A run | Every payee on that run — gross, deductions, taxes, net, payment method, and payment or check number. Retirement deductions and child trust allocations are listed below the table |
| Union remittance / Remittances | A run; optionally one union when your company has union contracts | Union fund totals and child trust payments you need to send. Union totals distinguish box-office settlement, checks, and direct payments. Narrowed to one union, it also offers that union's fund report as a PDF or CSV |
| QuickBooks package (QBD) | A run, on its own page | A versioned QuickBooks Desktop workbook for that run — recognition journal entry, cash settlement batch, and reconciliation — plus a PDF |
| 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 recipients are on track for a 1099, who needs more information, and who falls under the threshold |
If your company has no union contracts, the remittance card is called Remittances and has no union picker. You can still use it for child trust payments. For a company with no union contracts, reports omit zero union amounts on runs with no union activity; any nonzero union amount stays visible.
A run voided by our tax partner
If our tax partner voids a run, its tax calculation, filing, and cash requirement are all reversed — so any report asserting it settled would be false.
Greenroom refuses to export such a run rather than hiding it. The run stays in the picker, labelled "— VOIDED by our tax partner". Generating its payroll register or union remittance still shows the report on screen, with the payroll's red void notice above it ("This payroll was voided after submission (first seen [date]). These amounts may no longer reflect actual money movement — contact support before relying on them."), but every download refuses: "[run code] was voided by our tax partner, so its figures have been reversed and it can't be exported. The run page shows the void details." The QuickBooks package page gives the same answer in a card under its own run picker — it used to render nothing at all below the picker for a voided run, which read as a blank page rather than a refusal.
That's deliberate: a run that silently vanished from the list would be indistinguishable from one that never happened, and anyone reconciling against a bank statement would be hunting a discrepancy with nothing on screen to explain it. Never silent in either direction.
A void is keyed on what our tax partner reported, not on the run's status. A run's status never flips itself on a void, so a voided run keeps its status, such as Paid — which is exactly why the void has to be shown separately. In History, on its own page and on the Dashboard it reads Voided.
Paper checks have their own per-run Check register, opened from Check register & CSV on a run's Paper checks card rather than from a card here. It lists each personal check's payee, number, net amount and date, any payment exceptions, and the saved check PDFs you print from, and it offers the same Print checks and Mail checks buttons as the card. Checks we mail are followed on a second page, the Physical-check register: each mailed check's status, when it was printed and mailed, and its tracking, for the run you pick. Open it from Follow them in the physical-check register on the Paper checks card once a payroll's checks have been mailed. Neither register has a card on this page.
Admin and Payroll teammates print or mail checks, open saved check PDFs, view mailed-check images, and cancel a mailed check when cancellation is still available. Approvers see the registers and can download the per-run register CSV, but do not get those check actions or files. The check faces remain hidden from Greenroom staff.
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 package run 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 only includes runs that have reached Paid. The 1099 filing preview includes paid runs plus reportable fees and advances you recorded as paid outside Greenroom. Neither includes money from a run that is still approved or processing, or from a payroll our tax partner voided, which paid nothing. A voided payroll that had reached Paid isn't dropped silently, though: under either report, a note names it, "Left out of these totals, because our tax partner voided it: [payroll]." (voided them when there are several), giving each payroll's code and pay period. If a run is in the in-between "Paying out" state — submitted but not yet confirmed as paid by our tax partner — a collapsible More details — Paying out panel appears above either of those two reports listing that in-flight money by run, purely for visibility (a payroll our tax partner voided isn't listed, since it carries no money); it's explicitly excluded from the paid totals in the report itself until our tax partner confirms the run as paid, and the panel doesn't appear at all when nothing is currently in that state.
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
The four reports that generate inline on this page each have a Download CSV button in their top-right corner, and nothing gets saved to a report library for later. If you need the same report again, regenerate it. Union remittance adds one more export: narrowed to a single union, it offers Fund report PDF and Fund report CSV, a per-payee report for that union's funds.
The QuickBooks package works differently: it produces a full Excel workbook plus a PDF from its own page, not a CSV from this one — see QuickBooks Package (QBD). And the printable union report for a run, with every union's grid, comes from inside the payroll run's own Union Reports step. See Union Reports for how the two relate.
Read-only, no drill-down
On the four inline reports, 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. The Pay statements tab isn't one of the four: each payee's name opens their Pay statements tab, and the payroll's number opens that payroll. The QuickBooks package works differently: its own page keeps a history of every package generated for a run, and those rows carry actions for Admins (download, mark posted, void) — see QuickBooks Package (QBD).
Next steps
See Payroll Reports for the payroll register, QuickBooks Package (QBD) for the accounting 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.