Available reports
Plane provides the following reports, accessible from the Reports section of the sidebar.Payments
| Report | Description | Available to |
|---|---|---|
| Payments report | History of all payments processed by Plane on your behalf | Admins |
| Worker payments report | Your personal payment history | Workers |
Payroll
| Report | Description | Available to |
|---|---|---|
| Payroll summary report | Summary of your team’s past earnings, deductions, and taxes | Admins |
| Payroll journal report | Detailed breakdown of past earnings, deductions, and taxes by line item | Admins |
| Payroll preview report | Preview of your team’s upcoming payroll before it runs | Admins |
HR and people
| Report | Description | Available to |
|---|---|---|
| People report | Personal and employment details for your team | Admins |
| Compensation history report | History of all compensation changes across your team | Admins |
| Benefits report | Details of your team’s benefit enrollments | Admins |
| Payroll benefits and deductions report | Employee benefit deductions and employer contributions by payroll run | Admins |
| Time off | Details of your team’s time off requests and balances | Admins |
Expenses
| Report | Description | Available to |
|---|---|---|
| Expenses report | Line-item details of your team’s expense reports | Admins |
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.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
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.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.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.
Accounting integration
If your team uses an accounting system like QuickBooks or Xero, Plane can map your payroll data to your chart of accounts and export journal entries.Connecting your accounting system
Accounting features require an active connection to a supported accounting app. Navigate to the Accounting section to connect your system. Once connected, you can configure mappings and start exporting.GL category mapping
GL categories let you map Plane’s payroll departments to your accounting system’s tracking categories. This ensures that when journal entries are exported, each transaction is tagged with the correct department or cost center in your books. Navigate to Accounting > Settings > GL categories to assign departments to categories.Account mappings
Account mappings connect Plane’s payroll line items to accounts in your chart of accounts. You configure mappings across several dimensions:- Bank accounts—where funds are debited from
- Earnings—salary, hourly, bonus, and other earning types
- Reimbursements—expense reimbursement accounts
- Employer taxes—employer-side tax expense accounts
- Tax payables—tax liability accounts
- Benefit expenses and payables—employer benefit costs and liability accounts
GL exports
Once your mappings are configured, Plane generates journal entries for each pay period. The export workflow has three stages:Review pending items
New payroll transactions appear as pending items in the Accounting section. Review each item to verify the accounts and amounts are correct. You can override the default account mapping for any individual entry.
Prepare the export
Mark items as prepared—individually or in bulk. Preparing an item confirms you have reviewed it and it is ready to export. Items that are missing account mappings cannot be prepared.
If you need to correct a prepared item before submitting, you can revert it back to pending status, make changes, and prepare it again.
Permissions
- Admins have access to all reports
- Viewers and accountants can access reports in read-only mode
- Workers can view their own payment history through the worker payments report
- Managers do not have access to reports by default
Can I schedule automatic report exports?
Can I schedule automatic report exports?
Automatic scheduled exports are not currently available. You can export any report on demand from the Reports section.
What is the difference between the payroll summary and payroll journal reports?
What is the difference between the payroll summary and payroll journal reports?
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.
Do I need to connect an accounting system to use reports?
Do I need to connect an accounting system to use reports?
No. All reports in the Reports section work without an accounting connection. The accounting integration (GL mapping and journal exports) is a separate feature for teams that want to push payroll data into their books.