Analytics dashboard and statutory files
Charts and KPIs for headcount, attendance, leave and payroll, plus the bank, PF ECR, ESI and PT upload files.
On this page
The Analytics dashboard shows charts and KPIs for your whole company and holds the payroll and statutory upload files you need each month. For tables you can filter and download (Excel, CSV, PDF), use the report library.
Before you start
- You need the Access reports permission. The Bank transfer file also needs the payroll manage permission.
- Payroll downloads appear only when your plan includes Payroll and you have at least one payroll run in the selected year.
Choose the period
- Go to Insights → Reports and click Analytics dashboard on the left ( open the dashboard).
- In the Analytics dashboard bar, pick a month and a year.
- Click Apply. All the cards and charts update to that period.
Download a payroll or statutory report
- Find the Payroll & statutory reports card (or click Bank & ECR files on the Reports page).
- Choose the Payroll run (month, year and status).
- Choose the Report.
- Click Download.
| Report | What you get |
|---|---|
| Salary register | Every component, statutory deduction and line item per employee (CSV) |
| Bank transfer file | Payment file in generic, HDFC, ICICI, SBI or Axis layout; held salaries are left out |
| PF ECR (EPFO) | Text file in ECR 2.0 format for the EPFO unified portal |
| ESI contribution | CSV in the ESIC monthly contribution upload layout |
| Professional tax | State, slab base and PT per employee with state totals |
| Variance vs last month | Net, gross and paid-day changes with reasons |
| LOP / attendance | Working days, paid days, LOP days and amount |
| CTC & employer cost | Annual CTC, monthly gross earned and employer contributions |
Draft runs
Files downloaded from a draft payroll run are marked DRAFT. Download final files after the run is approved.
Analytics on the page
- Total Employees, Attendance Rate, YTD Payroll and Leave Taken summary cards.
- Department Distribution and Employee Demographics.
- Attendance Summary and Top Late Arrivals for the chosen month.
- Leave Statistics with a breakdown By Leave Type.
- Statutory Contributions and Payroll History for the year.
- Headcount Trend (Last 6 Months).
- Punch Workflow Compliance, if you use punch workflows.
For more on running payroll, see Payroll.
Still stuck? Email info@cybexinnovation.com or WhatsApp +91 89277 73048.