Overview
Custom Reports may be used to find total pay and total hours worked to complete tax documentation at the end of the fiscal year.
Article Sections
Create Report
1. Go To: Tools > Custom Reports > Create New Report > New Payroll Report.
2. Using the filter above Available Fields search and click on the fields required. For a basic report you will need:
- payroll ID
- Staff Name
- Payroll Date
- Payroll Total (you can choose between bold for added totals, a field with a built in grouping function and un-bold for a single amount)
You may also add address fields if required:
- Address
- City
- State
- Zip
DO NOT INCLUDE ANY OTHER FIELDS IN THIS REPORT
Add Rules
3. Press +Rule and add a rule for the date range required per the example below I want to show all payroll for 2021.
4. Press Preview to see your results so far.
The example below shows one line of data, this is because I included the bold field for Payroll Total. This is showing total payroll for 2021.
RP03. Grouping & Sorting in Custom Reports
Add Grouping
5. Add additional grouping or rules to expand the data per grouping logic.
Example 1: Group by Staff Name for an annual payroll total for each staff member.
or
Example 2: Group by Staff Name and then Payroll Date to show a payroll row for each staff member for each payroll date.
View One Staff Member
Example 3: Add a rule to show just one staff member. The rule below is asking to show just the payroll data for Adam Reeves.
Press preview to see the change.
Example 4: Leaving the Staff Name grouping and rule in place, remove the grouping by Payroll Date and have Grouping set to Staff Name to see the total for Adam for the year.
Press preview to see the result.
6. You could now change the name in the name rule or remove it to revert to annual totals for everyone. Once the field selections have been made it is possible to change your grouping and rules multiple times to find the data you need to export or mark down in a tax program.
7. Press SAVE AS to save your report for next year when you can just change the dates.