Reporting guide

To download a PDF copy of this guide, click here. 

1. Go to Reports and select Report Generator.

2. Select a report category, or click Expand all to view all available reports. 

3. Choose a report. Once you've selected a category and report, the available filter options will show.

4. Select your criteria in the different filters. You can also search by typing into the search field the report you're looking for, and you'll instantly be shown the results.

5. Choose a period end date OR date range. If entering a date range, please type it as DD/MM/YYYY - DD/MM/YYYY.

6. Choose to display a PDF or download a CSV file. The file types available will depend on the report you've selected.

You can save your commonly used reports as your favourites, so that you do not have to re-enter your filters every time. 

1. Go to Reports and select Report Generator.

2. Select a report category, or click Expand all to view all available reports. 

3. Choose a report. 

4. You can either add filters at 'Step 2. Filter and generate' and then click Save as favourite, or click Save as favourite directly. 

5. After clicking the Save as favourite button on the top right, enter the filters as required and click 'Save' (You can customise the report name).

For more information on saving, editing, re-ordering or deleting a favourite report, please refer to our Report generator - How to save a favourite report article. 

Before finalising a pay run, it's always good to check it over.

On the Run a pay screen under Pay, you can select 'Check payroll' to automatically bring up a Pay Run Report as well as the Direct Credit Schedule, Payroll Register and Company Controls reports.

You can choose what reports you'd like to view instead and opt to automatically email these to someone – perfect if you need approval to close off the pay. You can also choose what reports you want to produce once the pay has been processed. Simply follow the instructions below.

Here's how to customise which reports are displayed when you use the Check payroll option in the Run a pay area.

1. Go to Settings and select Report settings.

2. Choose to set up your options for either 'Open pay runs' or 'Closed pay runs'.

3. Select the reports you would like to display at that stage of the payroll.

4. If you want to email the report(s) to someone, enter an email address. You can also enter a password if you want to protect access.

5. Select Save.

Note: Open pay run reports can be accessed through Pays > Run a pay > Check payroll.

Closed pay run reports can be accessed through  Reports > Pay run report. Choose the pay group and pay period you'd like to view. Tick Processed and then click Display or Export file.

For a full break down of what information each report contains, please see our Reports available article.