Analytics & Insights
Ten dashboards, filters you can share, drill-down to the records, and exports.
In this guide, and all guides
The dashboards
- In the app
- Analytics & Insights, then Executive Overview
- Who
- Super Admin
- Payroll Manager
- Accountant
- HR Manager
- Department Manager
- Auditor
Ten pages: Executive Overview, Workforce, Payroll, Attendance, Leave, Recruitment, Performance, Tax & Compliance, Financial and Custom Reports. Tabs across the top move between them.
- Every figure is computed on the server from the same records the rest of Plutus holds. Payroll figures use locked runs only.
- The (i) beside a figure shows its definition.
- A period with no records shows no figure, rather than zero.
- Each role sees the sections its access allows. Department Managers see only their departments.
(opens full size in a new tab)Filter and share a view
- Choose the period, and what to compare it with: the previous period or the same period last year.
- Narrow it by department, location, employment type, status, payroll status or country.
- Copy the address to share the view. Filters are kept in the address, and they carry across the tabs.
Drill down to the records
- On any chart, switch between Chart and Table.
- Choose Records to open the rows behind a figure.
- Use CSV, XLSX or PDF at the top of the page to export the section.
Custom reports
- In the app
- Analytics & Insights, then Custom Reports
- Who
- Super Admin
- Payroll Manager
- Accountant
- HR Manager
- Auditor
Download any dashboard, or the records behind it, as CSV, XLSX or PDF. Each file uses the filters you set, and Plutus records who downloaded it.
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