How to create and customise your own Payroll reports

Learn how to create and customise payroll reports tailored to your specific needs.

This article will guide you through the process of creating, customising, and managing your payroll reports to streamline your payroll management process.

Step 1: Open Payroll reports

1. Select Payroll
2. Select Reports
3. Select + Add a new report

Step 2: Choose a template

1. Select Template and choose from one of the pre-populated templates

If you wish to start from scratch, move on to Step 3.

Step 3: Customise your report

1. Select your desired Location and Employment status
2. Select Display columns to add or remove a field
   • To add a field: Select the field name you wish to include in your report from the available list
     To remove a field: Select on the 'x' next to the field name
3. Select Run report

Note: You can reorder your report headings by dragging them to your preferred position.

Step 4: Save and download your report

1. Once you are happy with the report, select Save and give your report a name
2. Select Save
3. If you wish to download your report select Download. Choose from Excel or PDF format.

The saved report will appear in your list of reports, and can be accessed at anytime.

Add your reports to Report Packs

You can include your custom report within your report packs for consolidated viewing and analysis.

Manage your reports access

You can restrict access to your custom report, giving you control over who can view or edit it. To do manage your user access go to settings, Select Manage users.