Modifying Custom Reports

Built-in reports ran from system menus are hardcoded and cannot be amended. The software has a built-in report writing utility to allow users to create custom reports in various formats. This is a high-level overview of the report writing utility. If you would like training on report writing, please raise a request for this via the Customer Support Portal.

All custom reports saved in ‘Reports>Print reports’ can be modified.

Custom reports can be added to ‘Batch reports’ to run multiple reports in sequence at any time (Reports>Print batch reports). You can select which reports to add to a batch in ‘Reports>Maintain batch reports’

To add/modify an existing report navigate to ‘Reports>Maintain reports’

To add a column right-click on the column number to the left of where you would like the new column and select ‘Add column’ – You can also delete or edit the selected column here:

When a column is created enter the header name into ‘Heading 1’. ‘Heading 2’ is optional for a second header line under the first.

In ‘Definition’ add the field(s) you would like to report on. Most system fields have text short-names and will display from a list after you start typing the required field:

All fields have ‘F numbers’, to find the number of the field you want to report on select the field in ‘Modify employee details’ or ‘Enter payroll details’ and press ‘F1’ on your keyboard. The below field has the shortname of SALARY and an F number of ‘F520’, either can be used to add this field to a report.

Multiple fields can be used in report logic, for example, if you wanted a column to display all Overtime elements in one column from the below elements it would look like the below example -

 F123 - Overtime 1,  F124 - Overtime 1.5, F125 - Overtime 2

Double-clicking in a column will provide more parameters for the column –

Selecting ‘Options’ on the report builder will provide various report parameters to enable you to amend how the report is produced –

 

Main – Parameters for the type of report

Selection – Selection criteria for employees to report on

Group/Sort – How the report is sorted, e.g. by Payroll number or department

Calculations – Custom calculations for logic to be built into the report

Export – How the report is to be exported

Field breakdown – Field selection methods

Miscellaneous parameters

Layout of the report

If you would like to test changes It is useful to be able to ‘Copy’ a report, to allow you to make changes without saving and potentially breaking the original report :

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