Generating PBJ Reports - KARE Generating PBJ Reports - KARE
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Generating PBJ Reports

 

Note: This feature is only available on the web app for community users.

 

KARE offers some reporting tools, including fully customizable PBJ Reports, making it easy for you to prepare reports for your corporate office or for CMS.

 

All of the information you need is accessible at any time from our platform, so there’s no need to call and wait for custom reports from us. Access reports of all KARE Heroes with their full credentials, shift history, background check dates, license verification dates, and more.

 

This guide will walk you through the steps to generate your Payroll Base Journal. You can also find watch a video tutorial here.

 

Step 1 – Access reports tab

 

Once logged in, click the Reports tab on the left side menu. You will be redirected to another page.

 

 

Step 2 – Click PBJ tab

 

On the side menu, click the PBJ tab.

 

 

Step 3 – Customize report filters

 

Select a date range from the list. If you choose “Custom Date Range,” this will include:

  • Date range (from, to)

 

 

After you’re finished, click “Create Report.”

 

 

 

Step 4 – Download file

 

Once you have created your report, there will be a column specifying “Excel” or “XML” format. Click “Process [File Type] File” to start the creation of the report. The report may take a minute to generate. Once generated, a “Download [File Type] File” option will appear. Click this to download the file to your computer and you will be ready to go!

 

 

 

Additional Resources

Video Tutorial – Running PBJ Reports