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Create and download a custom report

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
  1. Click the Reports menu.
  2. Under Payroll, click +Add a new report.
    screenshot of the reports page, highlighting add a new report
  3. Fill in the following fields based on what you want your report to cover:

    • 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.)
  4. Use the Display Columns search field to search for categories such as Employee ID, Gross Earnings, and Primary Location.
  5. You can also just use a Template from the drop-down menu.
  6. Click the Run report button.
    screenshot of the report, highlighting the run report button
  7. Drag and drop each column into the desired position.
  8. Click the Save button.
    screenshot highlighting the report rows and the save button
  9. Type a name for the report.
  10. Click the Save button again.
    screenshot of the name field and the save button
  11. The report will now show within the list of reports under the Payroll heading.
Download a custom report
  1. Follow the instructions above to create a custom report.
  2. Once the report has been created, click the Download button.
  3. Choose between Excel and PDF.
    screenshot of the reports page, highlighting the download button
Give access to a custom report
  1. Click the Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Business Management, click Manage Users.
  4. Click the pencil icon button next to the person you want to give access to.
    screenshot of the pencil icon to edit the user's access
  5. Click the Reporting tab.
  6. For the "User has access to:" field, select The Following Reports.
  7. Click the reports you want to give access to.
  8. Click the Save button.
    screenshot of the reporting tab, highlighting the access to the following reports and the save button

Explore related content

  • Reporting AccessThis article will take you through how to configure reporting access for users.
  • Employee Details ReportThis article will walk you through how to create and download an Employee Details Report.
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