Reporting

Karishma Updated by Karishma

Payroll can be used to run Reports that have been made within the Payroll desktop version. The Reporting page can be opened by selecting Reporting in the left-hand navigation bar:

On this page you can choose a Report to run by selecting Run new report. From the drop-down menu, choose which Report you would like to run and the format you would like to run the report in, and then select Run Report.

Selecting Custom format will export the report in the format set in the report definition.

Once the Report has been completed, you will be able to select View report on the Reporting page to open the Report. The Report will also display a Run date and Run time – this report will remain within Payroll until you choose and run a new report:

Your browser will then download the chosen Report in the chosen format, to your downloads folder. Open the downloaded file to view the Report. You can save or print this Report to keep it for your own records.

Currently, Payroll can only save one Report at a time. If you choose to run a new Report, you can create another one by selecting Run new report – but, your existing Report will be lost. Payroll will warn you that your existing report will be overwritten:

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