As part of our update to our Reports in early 2024, we have various new features to make it easier for you to filter and review your data. To find these features, look for the specific icons and the horizontal and vertical ellipses you’ll find throughout our various reports.
This article covers all you need to know about these great new features. Use the quick links below to quickly navigate to the feature you wish to learn more about:
By default, your columns will be sorted by the most recently created. Each column can be sorted alphabetically or from highest to lowest. To sort your reports by a column’s data, simply click the column’s header. You will see that the reports will rearrange themselves based on the sorting criteria applied. An icon will appear beside the column header indicating the applied sorting criteria.
A. This symbol indicates the 'Amount' column is sorted from greatest to least.
B. This symbol indicates the 'Full name' column is sorted alphabetically.
You can filter each column in any given report if you’re looking for specific information within that column. For example, filtering by an employee’s name will bring up only the employee by that name.
A. To filter, click the vertical ellipses.
The complexity of your filter is up to you. You can choose options such as ‘Is equal to’, ‘Contains’, ‘Starts with’ and many more, depending on the column’s data. You can then add additional criteria via ‘and/or’.
B. Click Filter, and you’ll see the results based on the filters you applied.
You can search your reports instead of filtering. You can search for a variety of information, such as an employee’s name, amount, payment type, or any type of data you can see in the columns.
A. Click the search icon to begin. The report grid will update automatically to display the information you have searched for as you enter your search.
Tip: when you search, it will only show results based on data that you can find on that specific grid. For example, if you're searching an employee's name in the parent grid (list of reports), it will not find all reports that contain that employee. However, if you are viewing a report that contains employee names, searching for an employee's name will find that employee.
Renaming a report can be very helpful when you want to denote something special about a particular pay run. For example, an employee’s final pay run or a special run that was used to pay out additional earnings after the fact. By renaming certain reports, you will be able to find the reports you’re looking for easily.
A. Open the report you wish to edit. In the upper left, click the edit icon next to the report’s name. An editable field will appear. Enter your desired name and click out of the field to save the change.
You will see a green pop-up in the lower right corner confirming that the changes have been saved. You can now return to the parent grid, and you’ll see the updated name in the list.
Tip: We recommend giving each report a unique name to make it easier for you to locate in your downloads.
You can export your data via PDF, Excel (XLS) or XML format on applicable plans and reports.
A. Click the horizontal ellipses to the far right of any report.
B. Click the option you’d like to export, and your download will begin promptly.
C. If you’re viewing a specific report, you can export it by clicking the horizontal ellipses towards the upper right and selecting the export option you wish to download.
A. Click the customization icon to view the customization options.
By default, most, if not all, options will be checked and will therefore appear in the report. Those columns will appear or disappear from the report by deselecting or selecting these options. Please note that deselecting certain boxes will not change the data in your export. This column customization feature applies only to the in-app report. The export to PDF or Excel will always show the entirety of the data.