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.
- In the Payroll section of the Reports page, click + Add a new report.
- In the Customisable Payroll Report section, complete the following fields based on what you want your report to cover:
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- 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.)
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- Use the 'Display columns' search field to search for categories such as Employee ID, Gross Earnings, and Primary Location.
- You can also just click the drop-down in the Template field and select a template.
- Click the Run report button.
The column headings and report entries will now appear on a grey bar at the bottom of the screen.
- (Optional) On the grey bar, drag and drop each column heading into the desired position. (For example, if you want the Hours column to be on the far left of the report, drag and drop the word 'Hours' to the far left of the grey bar.)
- Click the Save button.
- Type a name for the report in the Name field.
- Click the Save button again.
Your custom report will now be saved. If you access the Reports page by clicking Reports on the main menu, you will now see the name of your custom report under the heading 'Payroll'.
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. (Note: The report can only have ten or fewer columns if you select PDF.)
Give a user access to a report
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Business Management, click Manage Users.
- Click the pencil icon button next to the name of the person you want to give access to.
- Click the Reporting tab.
- On the 'user has access to:' field, select the following reports.
- Click the checkbox next to the report(s) you want to give your selected user access to.
- Click the Save button.
Explore related content
- Grant managers restricted accessThis article will take you through how to configure reporting access for users.
- Roster vs timesheet comparison reportingThis feature allows you to compare timesheet submissions against the rostered hours of the employees in your organisation.