What this does
Every report uses a date range and optional filters. You can read it on screen, print it, or save it in a file.
Steps
- Go to Reports.
- Choose a report. All reports takes you back to the list.
- Pick the Range: This month, Last month, This quarter, Year to date, Last year or Custom range. For a custom range, choose Choose dates.
- Use the filters: All pay groups, All departments, All locations, All employees.
- Read the table. The row count and totals are at the bottom.
- To save, choose CSV, PDF or Excel. To print, choose Print.
- The message says "Saved {name}".
Ranges are by pay date. Both ends are included.
"As at" reports
Year to date by employee and Vacation liability use a single date. The page shows "As at {date}".
If a report is empty
It says "Nothing to show for this range. Reports include approved, paid and filed pay runs."
Good to know
- The PDF has the company name, the range and page numbers.
- Under a trial licence, PDFs carry the trial mark and CSV and Excel files start with a line "TRIAL ACCOUNT – NOT FOR FILING".
- Reports are read-only. All roles can open and export them.
- Per-employee reports are on the employee's Transactions tab.