FAQs about Business Intelligence Reports in Zenefits

Admins with permission to view employees' sensitive info can create a custom report that includes employees' SSNs.

Once a custom report is created and defined in the Business Intelligence card, it can be run at any time.

  • Click Run Report to generate that report using up-to-date information from Zenefits.
  • Click Download Last Run Report to access the report.

The last report generated will be saved and can be downloaded at any time until a new report is generated. After clicking on Download the Latest Report section will display the time the report was last generated

Administrators can create new custom reports in the Business Intelligence app. Reports can be configured to include most types of information available in Zenefits.

For example:

  • Employees' personal and tax information
  • Employees' employment and compensation information
  • Employee enrollments and employer/employee benefits costs for:
    • Insurance coverage
    • FSA, HSA, HRA, Commuter Benefits, 401(k), etc.
  • PTO balances and scheduled hours
  • Payroll information if you use Zenefits Payroll
  • Any custom fields already set up in Zenefits

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