Reporting

Get Rapid Insight Into Key Metrics

Your team and client managers can now analyze, understand and act on data to run your business, and theirs, better than ever before.

With pre-built reports for payroll, HR, benefits and client activity, PEOs and ASOs can rapidly filter and view data by date, client or a wide range of other parameters. Go deeper and view the data you want — how you want — via Excel or ad-hoc reports, or integrate all PrismHR data with your own HR reporting tools or data warehouse.

Easy, Secure Access

View and analyze your data from anywhere with secure, easy to use, web-based reports and access to for you and your clients.

Easily define roles and access to specific reports to ensure that only the right people can see data they need. Set security groups and roles as needed to share data securely.

Your Data, Your Way

With ad-hoc reports, you can drag and drop fields, group data, move columns, sort and filter to create the reports you want, with the data you want. Share HR reports via email, and schedule reports to be delivered by email, FTP and more.

And with a highly flexible security model, reports can be shared with client managers, so they can see what they need.

The PrismHR Report Center is a central location to find, organize, and launch HR reports.

Report Center

The PrismHR Report Center is a central location to find, organize, and launch reports. Icons, descriptions, and previews make it easy to quickly find what you’re looking for and run reports across one or more of your clients.

 

 

Interactive Reports

Our HR reporting tool is highly flexible and customizable to allow you to filter, sort, and aggregate report data in real time. Visuals like charts, graphs, and maps make it easy to visualize report data and share with stakeholders.

 

Our HR reporting tool is highly flexible and customizable to allow you to filter, sort, and aggregate report data in real time.

executive performance dashboards

Executive Performance Dashboards

Track client performance in real time with executive-level client dashboards in ClientSpace. Executive Performance Dashboards help you make data-driven decisions by giving you visibility into trends for individual clients and across your entire base.

  • Get real-time executive-level insight into client performance
  • Identify clients who need additional support
  • Understand the financial impact of trends across your client base

Profitability Statement

The ClientSpace Profitability Statement automatically calculates your profit for your clients, giving you a clear view of their individual contribution to your bottom line.

With insight into gross revenue for each SMB and your cost of service to support them, you can make smarter, informed decisions during the renewal process.

 

profitabitlity statement

Learn More About PrismHR Reporting

Contact us to learn how PrismHR's reporting capabilities can improve your efficiency and help grow your business.

Data Retriever is a reporting feature in PrismHR that allows you and your clients to get fast, easy access to employee data to generate custom reports that are not available in pre-canned reports.

Data Retriever

Data Retriever is a reporting feature in PrismHR that allows you and your clients to get fast, easy access to employee data to generate custom reports that are not available in pre-canned reports.

With the ability to quickly export to Excel and save templated reports, satisfying your clients’ special reporting requests is quick and efficient.  You can also give access to Data Retriever to your clients so they can generate their own on-demand reports using our HR reporting tool. Learn more about Data Retriever and watch a demo.

You can go even deeper and use your own HR reporting tools, or integrate PrismHR data with that from other systems in your data warehouse.

Cloud Data Courier is an add-on that lets you access all the data data in your PrismHR cloud database, so you can use your data warehouse and view PrismHR data alongside data from other systems, or build any report you want with your own reporting tools.

If you’re interested in learning more about how Cloud Data Courier can help your business, contact your PrismHR representative.

Additional Resources

Executive Reporting Dashboards
PrismHR API