You can create a custom report within the payroll classic platform for a wide range of personalised uses. This article will take you through how to build your own report using either your own fields or a template. You can also manage who has access to custom reports and download the reports.
Getting started
Create a custom report
- Click the Reports menu.
- Under Payroll, click +Add a new report.
- Fill in the following details about the report you want:
- Date range: The dates the report will cover
- Employee: The specific employees included in the report
- Locations: The business locations that will be included in the report
- Pay schedule: The types of pay schedules included in the report
- Employment status: The types of employees included in the report
- Template: The type of report template that will be used to create the report
- Display columns: The data that will make up the columns of the report
- Employing entity: The employing entity that will be included in the report (Note: This only displays when an employing entity has been created.)
- Use the Display Columns search field to search for categories such as Employee ID, Gross Earnings, and Primary Location.
- You can also just use a Template from the drop-down menu.
- Click the Run report button.
- (Optional) Drag and drop each column into the desired position.
- Click the Save button.
- Type a name for the report.
- Click the Save button again.
- The report will now show within the list of reports under the Payroll heading.
Download a custom report
- Follow the instructions above to create a custom report.
- Once the report has been created, click the Download button.
- Choose between Excel and PDF.
Give access to a custom report
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Business Management, click Manage Users.
- Click the pencil icon button next to the person you want to give access to.
- Click the Reporting tab.
- For the "User has access to:" field, select The Following Reports.
- Click the reports you want to give access to.
- Click the Save button.
Explore related content
- Configure reporting accessThis article will take you through how to configure reporting access for users.
- Run an employee details reportThis article will walk you through how to create and download an Employee Details Report.