Contents

• Year to Date
• Employee
• Payroll
• Configuring a report
• Adding fields
• Saving and downloading a configured report

You can download these reports in CSV or Excel format some are also available in PDF. 

Go to Reports from the menu on the left. You will see three tabs: Year to date, Employee, and Payroll

Year to Date

• Deduction orders applied
• Year to date BIK
• Year to date NI
• Year to date pensions
• Year to date statutory payments
• Year to date tax

Employee

• Employee - shows all employees data from the employees' Details tab
• Employee pension - shows employee's pension setup, whether they are enrolled, the contribution setup etc
• Reducing balances - shows a list of employees with reducing balance loans, including the opening and remaining balances.  

Payroll

• Average Holiday Pay Report - AHP values and relevant earnings for all employees in a pay run
• Costings - Costings report
• Costings by department - Costings report grouped by department
• *Costings by employee - Costings report grouped by employee
• Deductions by cost code - Deductions report grouped by cost code
• Deductions by department - Payment deductions report grouped by department
• *Deductions by employee - Payment deductions report grouped by employee
• *Gross to Net - shows employee's gross pay, deductions and the Final pay. You can filter this by dates or pay periods
• *Gross to Net Detail - shows the build up of employees' pay per pay element. 
• *Journal Export - shows the journal, which is to be configured at implementation.
• *Payment Benefits - shows a list of benefits in kind, including the type of BIK (e.g. medical/van) 
• *Payment deductions - shows employees' deductions including cost codes, Taxable, NICable and Pensionable flag.  You can filter this by dates or pay periods
• *Payment elements - shows employees' pay by elements, including cost codes, custom fields, Taxable, NICable and Pensionable flag.  You can filter this by dates or pay periods
• *Pension contributions - Report of all non zero pension contributions in a pay run
• Variance - Report to compare net and gross amounts against a previous pay period

Configuring a report

All reports are configurable to reorder columns and remove any you do not need. Once you select a report, click the Configure Table icon (the sliders icon at the top of the report) to open the Configure Table panel.

The panel has two tabs:

Columns

• Drag and drop a column using the handle on the left to reorder it.
• On the Employee, Employee pension and Reducing balances reports, you can also add extra columns that aren't shown by default. Select Select type to add..., choose Data Column, then pick the column you want to add from the list. You can also give it a custom display name.
• To remove a column you've added, select it and use the delete (bin) icon in Column Settings.

Sort

• Select Add sort level to sort by a column, choosing Ascend or Descend.
• You can add more than one sort level for a multi-column sort. Use Clear all to remove all sort levels.

Adding fields

Some reports are more advanced, so you can add fields to the report. These reports are indicated by an asterisk above and have additional options on the Column Type configuration. 

For example, the Payment Elements report:

You can also add a Constant column if you want to add a header to make vlookups easier or have a constant value. This can be helpful when amending the journal reports where systems need headers formatted to support importing the data.

Adding a value will mean the whole column will be populated with the same data.

Saving and downloading a configured report

If you've reordered columns, added columns, or changed the sort order, you'll need to save your configuration before you can download it as a CSV or Excel file.

Saving doesn't change the original standard report. Instead, it creates a new report alongside it, so the standard report stays exactly as it was and remains available to use.

Once you have made any adjustments you require, click Apply filters. If you would like to save this report for future use, click Save report.

Type the report name and description and click Save configuration.

Your new saved report will be listed in the Reports screen, alongside the standard reports. From there, it can be edited or deleted if no longer is needed.

Standard reports cannot be edited or deleted; only reports you've saved yourself can be. If you don't want to keep a reconfigured version, simply don't save it and navigate back to the main Reports screen.

A saved report stays exactly as you configured it, even if the standard report it was based on is later updated. If you want to reflect a new change, save another configuration as a new report rather than expecting your existing saved report to update automatically.