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What is the Reports page in Protiv and what can I find there?

Learn what the Reports page is, who uses it, and which report to choose for payroll or financial tracking.

Purpose

This article explains the Reports page in Protiv and how to use it. It provides a high-level overview of each report so you know where to find the data you need and which report to use for different scenarios.

When To Use This

Use this when you need to:

  • Understand what reporting tools Protiv offers
  • Know which report to use for payroll or finance
  • Quickly find bonus or reserve data
  • Get oriented before running detailed reports

Before You Start

Before using reports:

  • You must have permission to view reports
  • ProPays and bonus statements must exist
  • Payroll or reserve data must already be processed

Quick Path 

  1. Open the Reports page in Protiv.
  2. Choose the report that matches your goal.
  3. Use payroll reports for pay runs and reserve reports for financial tracking.

Step 3: Understand the available reports

  • Bonuses for Payroll
    General payroll bonus reporting for any payroll system
  • Paycom Bonus Report
    Creates a Paycom-specific file for companies that run payroll in Paycom.
  • Warranty Reserves Report
    Tracks money held back for future warranty or rework costs.

Step 4: Choose the right report

Use the report that matches your setup:

  • Any payroll system except Paycom → Bonuses for Payroll
  • Paycom payroll → Paycom Bonus Report
  • Financial liability tracking → Warranty Reserves Report

Examples

  • Payroll opens Bonuses for Payroll to prepare weekly payroll.
  • A Paycom customer exports the Paycom Bonus Report for upload.
  • An owner reviews warranty reserves before month-end close.

Common Mistakes & How To Fix Them

  • Using the Paycom report without Paycom
    Fix: Only use Paycom Bonus Report if you run payroll in Paycom.
  • Expecting reports to update instantly
    Fix: Reports show processed data, not drafts.
  • Using reserves for payroll
    Fix: Warranty Reserves is not a payroll report.