How do I create a custom Point-in-Time report?

  1. Navigate to the Business Intelligence app after logging into your Zenefits account.
  2. Click on the Custom Report tab.
  3. Check the box to continue with creating a Point in Time report.
  4. Continue to customize the report as needed, then Download.

What can I include in a Point in Time report?

You can select from over 140 of Zenefits data fields, depending on what you use Zenefits for.
  • Personal Data
  • Tax Data
  • Employment Data
  • Bank Data
  • Workforce Payroll Settings
  • Emergency Contacts
  • Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Accidental Death & Dismemberment
  • Short Term Disability Insurance
  • Long Term Disability Insurance
  • Paid Time Off
  • Commuter Benefits
  • HSA
  • FSA
  • HRA
  • 401(k)

What if I want to customize the filters I use?

Zenefits Business Intelligence also allows you to add as many filters as desired based on the details of the report. You can pick from any of the fields you've added to be part of the report in the previous step, i.e. from:
  • Personal Data
  • Tax Data
  • Employment Data
  • Bank Data
  • Workforce Payroll Settings
  • Emergency Contacts
  • Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Accidental Death & Dismemberment
  • Short Term Disability Insurance
  • Long Term Disability Insurance
  • Paid Time Off
  • Commuter Benefits
  • HSA
  • FSA
  • HRA
  • 401(k)

Can I change the order of the columns or rows?

Yes, you can use the arrows to the right in the Field Order step to rearrange the order of the fields as desired.

Can I schedule a point in time report to be sent to me?

At this time, you are not able to schedule for a point in time report to be run and sent to you at a later date.

Was this article helpful?  

Still need our help? Our support team is waiting to help you. Contact us