How do I generate and export reports in Protiv? 📄📥

This article provides step-by-step instructions on how to generate and export reports in Protiv, allowing you to analyze your team's performance and financial data. 📊

Protiv offers a variety of reports to help you gain insights into your team's productivity, efficiency, and financial performance. Here's how to generate and export these reports:

  1. Navigate to the Reports Page: Click on the "Reports" tab in the left-hand navigation pane of your Protiv dashboard. 📊

  2. Choose a Report: Select the report you want to generate from the dropdown menu. Each report offers different insights, so choose the one that best suits your needs.

  3. Customize the Report (Optional):

    • Search Fields: Use the search fields to filter the data by specific parameters, such as payroll period, worker name, ProPay title, job name, or date range. 🔍
    • Filter Options: Apply filters to further refine the data, such as filtering by status (open, pending, started, etc.).
    • Rows Per Page: Adjust the number of rows displayed per page (up to 300) to suit your viewing preferences.
  4. Export the Report:
    • Click the "Export" button to download the report data. ⬇️
    • The file will export in CSV file format..
    • The report will be downloaded to your computer and ready for further analysis.


💪🏼 Pro Tip:
Regularly generate and review reports to monitor your team's progress, identify trends, and make data-driven decisions to improve your business. 📈