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Plane includes a set of built-in reports that give you visibility into your team’s payments, payroll, expenses, benefits, and people data. Instead of exporting raw data and building your own spreadsheets, you can run pre-built reports directly in Plane, filter them to what you need, and export the results. For teams that use QuickBooks Online, accounting automation maps your payroll data to your chart of accounts and exports journal entries, so it flows into your books without manual data entry.

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Available reports

Plane provides the following reports, accessible from the Reports section of the sidebar.

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Payments

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Payroll

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HR and people

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Expenses

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Running and filtering reports

Each report opens with a full view of the data. From there, you can narrow down results using filters and control which columns are visible.

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Filters

Every report supports a set of filters relevant to its data. Common filters include:
  • Date ranges—filter by submission date, expense date, payment date, or pay period
  • Worker—filter by worker name, ID, or employee number
  • Status—filter by report status, payment status, or payroll item status
  • Department—narrow results to a specific department
  • Relationship type—filter by employee, contractor, or vendor
  • Category—for expense reports, filter by expense category
Filters are applied in real time. Combine multiple filters to get exactly the view you need.

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Columns

Reports display a default set of columns, and you can customize which columns are visible. This is useful when you want a focused view—for example, showing only worker name, amount, and payment date—or when you need every available field for a detailed export.

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Exporting report data

Every report can be exported to CSV. The export includes exactly what you see on screen—your active filters and visible columns are applied to the export. This means you can set up a filtered view, then export just that slice of data.
1

Open the report

Navigate to Reports and select the report you want to export.
2

Apply filters and columns

Use the filter controls to narrow the data. Adjust visible columns if you want a specific set of fields in the export.
3

Export to CSV

Click the export button to download the report as a CSV file. The file includes all rows matching your current filters.
CSV exports include a UTF-8 byte order mark so they open correctly in Excel without encoding issues.

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Accounting integration

Plane can also map your payroll and payment data to your chart of accounts and export journal entries to QuickBooks Online. See Accounting automation to get started, and Journal entries and exports for what each export contains.

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Permissions

  • Admins have access to all reports
  • Viewers and accountants can access reports in read-only mode
  • Employees can view and export their own processed payroll history
  • Contractors and vendors can view their own payment history through the worker payments report
  • Managers do not have access to reports by default
Automatic scheduled exports are not currently available. You can export any report on demand from the Reports section.
The payroll summary provides a high-level view of earnings, deductions, and taxes per worker per pay period. The payroll journal breaks that down into individual line items—every earning type, tax, deduction, and benefit contribution as a separate row. Use the journal report when you need granular detail for accounting or auditing.
No. All reports in the Reports section work without an accounting connection. Accounting automation is a separate feature for teams that want to push payroll data into their books.