This article explains how to edit or delete a report pack once you have created it. An overview of report packs is available in a separate article. The steps for editing and deleting are covered separately.
An overview of Report Packs can be found in Payroll report packs.
Once you have created your Report Pack, it is easy to edit or delete if need be.
Editing a Report Pack
The Report Packs page lists all of the currently set up Report Packs, listed according to date created. Click on the name of the Report Pack that requires editing.
The Report Pack will expand and display all the settings that were initially configured. From here, you are then able to edit the relevant fields.
If you need to configure the filters within a specific report only, just click on the name of that report so that it expands and displays the additional filter options, e.g. clicking on the 'Leave Balances Report' will result in the below:
Remember to click 'Save' when you have finished editing.
Deleting a Report Pack
Deleting a Report Pack is simply a matter of hovering over the Report Pack itself and clicking the icon:
For instructions on how to add a Report Pack, see Create and configure a report pack in Employment Hero Payroll.