> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plane.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Reports
> Run, filter, and export built-in reports across payments, payroll, people, expenses, and more.
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 an accounting system, Plane also supports GL category mapping and journal entry exports so your payroll data flows into your books without manual data entry.
## 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
Filters are applied in real time. Combine multiple filters to get exactly the view you need.
### 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.
Navigate to **Reports** and select the report you want to export.
Use the filter controls to narrow the data. Adjust visible columns if you want a specific set of fields in the export.
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.
## 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
Mappings can be set at the company level and overridden per employment type (employee vs. contractor) or per department.
Navigate to **Accounting > Settings > Mappings** to configure your account mappings.
### GL exports
Once your mappings are configured, Plane generates journal entries for each pay period. The export workflow has three stages:
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.
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.
Once items are prepared, submit the export. Plane sends the journal entries to your connected accounting system. Submitted items move to the **submitted** tab for your records.
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
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. The accounting integration (GL mapping and journal exports) is a separate feature for teams that want to push payroll data into their books.