You can create a custom report within the payroll 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 Payroll settings.
- Click + Add a new report.
- You can then fill in the following details about the report you want:
- Date range: the dates the report will cover.
- Locations: the business locations that will be included in the report.
- Employment status: the types of employees included in the report.
- Employee: the specific employees included in the report.
- Pay schedule: the types of pay schedules 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.
Helpful Hint
Use the Selected Columns search field to search for categories such as Employee ID, Gross Earnings, and Primary Location. Alternatively, you can open up each category type to find the categories available.
- Click Run report.
- Drag and drop each column into the desired position.
- Type a name for the report.
- Click Save.
- The report will now show within the list of reports under the Payroll heading
Further information
Download a custom report
- Follow the instructions above to create a custom report
- Once the report has been created, click Download.
Give access to a report
- Click Payroll settings.
- Click Manage users.
- Click the Edit button next to the person you want to give access to.
- Click the Reporting tab.
- Make sure that the "User has access to:" field is on Following reports.
- Click the report you want to give access to.
- Click Save.