Article 12 of 14 — Training Notes

Filter and run standard reports in Accord Payroll

How to access and run standard payroll reports
How to filter reports by pay group, employee, or date range
How to export report output for further analysis

Contents

Introduction
Run a standard report
Filter report output

Introduction

Accord Payroll includes a library of standard reports covering payroll summaries, pay period details, employee listings, and statutory reports. You can run these at any time and apply filters to show only the data you need. Reports can be printed or exported to PDF, CSV, or Excel (Crystal reports only).

Run a standard report

From the main menu, go to Reports > Period Accumulators Reports > New Report.
A list of available standard reports is shown. Select the report you want to run — for example, Period Salary Details — and click OK.
Enter any required parameters — such as the date range, pay frequency, or employee group — then click OK to generate the report.

Tip: Use the date range filter to limit the report to a specific pay period or tax year. This is particularly useful for year-end reporting and for investigating individual employee pay history.

Filter report output

Most standard reports let you filter by one or more of the following:

Pay group or frequency — for example, monthly or weekly employees only
Employee — a single employee or a saved employee list
Department or cost centre — if cost centres are configured on your system
Date range — for period-based reports, you specify the start and end date

The available filters depend on the specific report selected. Once you have applied the filters and run the report, you can export the output using the Export button on the report toolbar.