Analytics integration
Connect Wingspan with Tableau to report on worker pay and costs. Send worker records and approved work logs to Tableau. Export bills, client invoices, and pay data. Model project margins across your teams.
Tableau 
Connect the work to the payment
Tableau
Published Data Source
Wingspan
Worker records (payees)
Tableau
Published Data Source
Wingspan
Engagement templates and assignments
Tableau
Logical Table
Wingspan
Requirements and eligibility
Choose which records sync and when they move. Your team stays in control of work review and payment approval.
Compare worker pay with project income in Tableau. Export worker records, assignments, and approved work logs. Your team sees labor costs across projects. Shared reports reduce time spent adding totals in spreadsheets.
Connect client bills with contractor payables in Tableau. A payable is an amount owed to a contractor. Compare sales and costs for each project. Client bills stay separate from worker pay.
Track onboarding checks, W-9 status, and 1099 filing states in Tableau dashboards. See which workers are ready for work.
Tableau helps teams build charts and visual reports. Wingspan tracks worker records, onboarding checks, and pay. This guide covers reporting from Wingspan data in Tableau.
In Wingspan, a worker record is called a payee and keeps its Contractor or W-2 type. Contractors submit W-9 forms, while W-2 workers submit employee tax forms. Their pay paths also differ: contractors receive payment for payables, and W-2 workers use payroll runs with tax withholding.
Contractors record their work on work logs. Approving a log creates one amount owed, shown as an invoice to the worker and a payable to your team. Finance approves the payable in a separate step before money moves. Client bills stay separate from worker pay.
Choose reporting data sources and refresh times that fit your needs. Include any actions or writeback requirements when planning the integration.
Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.
Worker records (payees)
Wingspan to Tableau
Worker records supply reporting data in Tableau. Each record is called a payee in Wingspan. Keep the Contractor or W-2 type in your reports, and choose the worker fields and access rules your team needs.
Engagement templates and assignments
Wingspan to Tableau
An engagement is a reusable work template with terms and rates. An assignment connects one worker to a specific job under that template. Rate cards and job dates feed a published Tableau data source so operations teams can track rates and assignments across teams.
Requirements and eligibility
Wingspan to Tableau
A requirement definition is a check on a work template. A requirement is a worker check. Checks include W-9 forms for contractors. A worker must pass checks to be ready for work on a job. Passing a check on one job does not clear all jobs. Status flags load into a logical table in Tableau.
Work logs and work items
Wingspan to Tableau
Work items record units of work. Work logs group contractor work for one assignment. Approving a log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Work records supply Tableau reports on hours and costs. Finance approves payment in a separate step.
Payables
Wingspan to Tableau
A payable is what you owe a contractor. These bills load into a logical table in Tableau. Approving work does not approve pay. Finance must approve the bill before money moves. Only approved bills enter a contractor pay run. W-2 pay uses employee payroll runs instead. Your team uses Tableau to plan for unpaid bills.
Client invoices and payers
Reference or reporting
Client invoices bill your clients. They are not worker bills. You link client bills with worker pay in a Tableau margin workbook. This helps your team compare sales and costs for each project. Client billing stays separate from worker pay.
Payment status and references
Wingspan to Tableau
Payment dates and status supply Tableau views. Paid is the payment record in Wingspan. Deposit confirmation means the sending bank finished processing. It does not prove the worker’s bank posted funds. Payments can still return. Your team tracks pay progress.
Tax forms and reporting
Wingspan to Tableau
Year-end 1099 pay totals export to custom fields in Tableau. W-2 tax forms follow their own employee path. Tax teams use Tableau fields to check filing progress. Wingspan files tax forms with the IRS.
01
A manager approves a work log in Wingspan.
A manager approves a contractor work log in Wingspan. This creates one amount owed. The worker sees an invoice. Your team sees a payable. Approved work items and bills load into Tableau. Analysts match work logs to project budgets. Approving work does not approve payment. Finance approves the bill before money moves.
02
Finance starts a payment run in Wingspan.
Finance approves contractor payables and starts a pay run in Wingspan. Wingspan records payment dates, methods, and status for export to Tableau views. Deposit confirmed means the sending bank processed the transfer. It does not prove the worker's bank posted funds, and payments can still return. Treasury uses the reports to match payment records to bank statements.
03
Your team sends a client bill and approves contractor bills.
Your team sends client invoices to bill for project work. Contractor payables track what you owe workers on that project. Both record sets export to Tableau. A formula links client bills to worker pay. Teams track profit margins for each project. Client billing stays separate from worker pay.
This integration sends reporting data to Tableau. Your team reviews work and approves payment in Wingspan. Tableau reports show costs and status. Keep record changes in the tools that own each process.
Choose the worker fields to export and set Tableau user roles for access to those records. Review tax, banking, and document requirements when defining the reporting data. Wingspan access rules still apply to its worker records.
Match data refresh times to your reporting needs. Daily sync runs work well for monthly reports. Teams with fast-moving work can run more frequent extracts. Pick a schedule that keeps your dashboards fresh.
Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.
Bring worker records, work review, and payments together. We’ll help you set up the flow your team needs.
Discuss your integration