Reports

Reports is the cross-employee view that individual module pages can’t give you. Where Presence shows you one person’s calendar, the Attendance Threshold report shows you every person who crossed a pattern in the same period. Where Expenses shows you one report at a time, the Company Spend report shows you where the money went across the whole organization.

• Who can use it: managers see results for the whole company. Supervisors see results scoped to their own team.
• Where: Sidebar - Reports.
• Default: off. Enable it at Settings - Modules.

Reports are organized by module. A report only appears in your catalogue when its source module is enabled - expense reports won’t show up until Expenses is on, attendance reports won’t show up until Presence is on, and so on.

Reports earn their keep when you need to step back from the day-to-day and look across the organization for a full period - a month, a quarter, a year.

Reach for Reports when:

• You’re preparing for a budget or planning meeting and need headcount numbers, expense totals, or training completion rates all in one place.
• You want to spot patterns that aren’t visible one record at a time: attendance habits by day of week, employees overdue for a check-in, a cluster of incidents in one team.
• You need to hand data off to someone without mizuiro access - finance for payroll processing, an auditor for a compliance review, HR for headcount planning. The CSV export is built for that handoff.
• You’re wondering whether your team’s check-in cadence is holding up in practice, or whether some people have gone weeks without a touchpoint.

Individual module pages are where you work on specific records. Reports is where you look across all of them at once.

1. Go to Sidebar - Reports and pick a report from the catalogue.
2. Adjust the filters - most reports offer a date range, a team filter, and a status or threshold depending on what the report is measuring.
3. Click Run.

Results appear on the page: summary cards at the top, one or more charts in the middle, and a full data table below. Change a filter and run again to slice the data a different way. You don’t need to leave the page between runs.

Every report can be exported once it’s been run.

• Small reports download immediately.
• Larger reports are queued and built in the background. The file appears in your report history when it’s ready - you don’t need to sit and wait on the page.

Note

Generated export files are cleaned up automatically after the retention period set in Settings - Reports. The history entry stays permanently - you always have a record of what was run and when - but the downloadable file is removed after the window passes. Re-run the report any time to get a fresh copy.

Employee Roster

A snapshot of everyone in your organization with their current status, tier, team, job title, and hire date. Useful for an org audit, feeding data into an external HR system, or producing a clean directory for a third party who doesn’t need mizuiro access.

Headcount Summary

Team sizes and how people are distributed across the organization, broken down by employment status. The quick answer to “how many people do we have, and where are they?” when you need it for a budget conversation, a board update, or a planning session.

The Presence module needs to be enabled for these reports to appear in your catalogue.

The attendance reports work best once you have a few months of Presence data behind them. One or two records in isolation don’t tell you much - patterns across 60 or 90 days tell you a great deal.

Attendance Threshold

Every employee who has had a given presence status at least a set number of times within your chosen date range. Set the status (sick, no-show, late) and the threshold (four or more times, say), and the report surfaces everyone who crossed it.

This is the most direct way to turn Presence data into an actionable list. One sick day is nothing. Five in a month is a conversation worth having.

Day-of-Week Patterns

Every employee who has had a specific status on the same day of the week a set number of times. Recurring Monday absences or a pattern of Friday early departures are easy to miss when you’re reviewing individual days - this report makes them visible across the whole team at once.

Status Sequences

Every instance where one attendance status was followed by another within a set number of days. The most common use: a sick day followed by a no-show within three days is a very different pattern from a sick day followed by a return to work. Define the pair and the window, and the report finds everyone who matched it.

The Expenses module needs to be enabled for these reports to appear in your catalogue.

Expense Summary

Total approved spend per employee over a date range, broken down by expense type and approval status. Useful for identifying outliers, checking whether spending is within expected ranges, and giving finance a per-person breakdown to run alongside payroll.

Company Spend

Organizational total for approved expense reports, broken down by expense type. The big-picture view for month-end or quarter-end review, or for any discussion about where the company’s money is going.

The Incidents module needs to be enabled for this report to appear in your catalogue.

Incident Summary

Incident counts broken down by type, status, and involved employees across your chosen date range. Useful for identifying whether one team or one incident type is disproportionately represented over the period, and for preparing a summary for safety reviews, union meetings, or audits.

The Touchpoints module needs to be enabled for this report to appear in your catalogue.

Touchpoint Frequency

How often each employee has had a check-in within the date range, and who may be overdue for one. This is the fastest way to see whether your team’s 1-on-1 cadence is holding up in practice, not just in intention.

Supervisors often intend to check in weekly but drift under workload. This report makes the drift visible early - before it becomes long enough to matter.

The Training module needs to be enabled for this report to appear in your catalogue.

Training Completion

Training records for every employee across the date range, broken down by course, delivery method, status (completed, scheduled, cancelled), and certification state. Useful for compliance checks, finding who still needs to complete a required course, and confirming that certifications are current before an audit or inspection.

Settings - Reports

Export file retention

How long generated CSV files are kept after they are built. The run history is kept permanently; only the downloadable file is removed after this window. Set it long enough that you can always retrieve a recent export, and short enough that old files don’t accumulate indefinitely.

Widget colour

Sets the accent colour for Reports dashboard widgets.

A report I expect isn’t showing up in the catalogue.

The report won’t appear until its source module is enabled. Go to Settings - Modules and confirm the relevant module is turned on, then come back to Reports.

Can supervisors run reports for the whole company?

No. Supervisors see results scoped to their own team only. Only managers see the full organization in report results.

My export is queued - how do I know when it’s ready?

It appears in your report history on the Reports page when the file is built. You don’t need to keep the page open - come back any time, check the history, and download when the link is there. The entry shows the report name, who ran it, the date, and a download link once it’s ready.

How long are my exported files kept?

The retention period is set under Settings - Reports - Export file retention. After that window the file is removed automatically, but the history entry stays so you can see what was run. Re-run the report any time to get a fresh file.

Can I schedule a report to run automatically?

Not currently. Reports are run on demand. For recurring reviews, a calendar reminder to run the report at the start of each month is the practical workaround.

Why does the Expense Summary only show approved reports?

Reports are built from finalized data. Expense reports still in draft or pending approval haven’t been signed off and could still change. Including them would mix confirmed and unconfirmed spend in the same total. Run the report after your approval cycle closes for a clean, actionable number.

The Training Completion report is missing a certification I expected.

Certification tracking only applies to courses marked as granting certification in the course catalogue. If a course wasn’t configured with that flag set, mizuiro has no expiry date to track and won’t include certification data for it. Check the catalogue at Settings - Training and confirm the certification option is enabled on the relevant course.

Note

How to read this: ✓ can see it, ✗ can’t, ○ depends on a setting or condition (explained under the table). As a manager, you always see everything in your company.

• ○ Supervisor: in shared scope, supervisors can run reports with full company data. In assigned scope, supervisors can run reports but the data is automatically filtered to their own teams.
• ✗ Employee: employees have no access to the Reports module.