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How do I create a custom report via Payroll classic?

Updated

Available for the following Payroll plan: Free Payroll, Core Payroll
Available for the following user access levels: Admin 

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
  1. Click Payroll settings.
  2. Click + Add a new report.
    Payroll settings with Add a report highlighted
  3. 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.
      Customisable report with all fields and run report button highlighted

      Helpful Hint

      Use the Display Columns search field to search for categories such as Employee ID, Gross Earnings, and Primary Location. You can also use a Template from the drop-down menu.

      Customisable report with display columns and templates highlighted

  4. Click Run report.
  5. Drag and drop each column into the desired position.
    Customisable report with all columns highlighted
  6. Type a name for the report.
    Customisable report with download highlighted
  7. Click Save.
  8. The report will now show within the list of reports under the Payroll heading
    Payroll report with custom report 1 highlighted

Further information

Download a custom report
  1. Follow the instructions above to create a custom report
  2. Once the report has been created, click Download.Customisable report with download highlighted
Give access to a report
  1. Click Payroll settings.
  2. Click Manage users.
  3. Click the Edit button next to the person you want to give access to.
    Manage users with edit button highlighted
  4. Click the Reporting tab.
    Manage users with reporting highlighted
  5. Make sure that the "User has access to:" field is on Following reports.
    Manage users with following reports highlighted
     
  6. Click the report you want to give access to.
  7. Click Save.

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