Dynamic Reports

Dynamic Reports

The dynamic reports feature is a powerful way to examine your payroll data and view your data for additional analysis. To access dynamic reports, go to the REPORTS section and select Dynamic Report.

Report-menu.png

From here you'll see several ways you can search for specific data within your company payroll history. The search box presents a few different options:

DYNAMIC-search-box.PNG

Pays Between - select the start and end dates for the period you wish to query. Using the radio buttons, you can select if the date range should include the start and end dates for your payroll runs or if they should include only the payment dates (the date selected by you during the payrun to indicate the payment date for your staff). Take the following example:

December.png

If the start of the payroll period is Dec 7 and the end is Dec 13, and the payment date is Dec 13 - a search for pays between Dec 1 and 7 using the "start / end dates" option would include this payrun (the 7th falls within the search criteria). If the "pay dates" option was used instead for the same search criteria, the results would not include the highlighted payroll period (Dec 13 does not fall within the search criteria).

Employee Type - use this to filter permanent staff, temporary employees or contractors

Salary Type - search for time-based vs. salaried staff

Employee Status - active or terminated staff

Cost Account - show only the amounts associated with the specified general ledger codes

Report TypeGeneral is used to for most reports showing the most commonly used fields for reporting. Vacation shows details specific to vacation amounts paid to staff. Insurable Earnings provides the details necessary to determine the insurable earnings for each staff member (also useful when determining your company burden for provincial worker's compensation boards and insurance schemes). Custom gives you the option to show the various custom pay rules you may have created for your employee payruns. 

Search results

The search results are shown onscreen where you can further filter and manipulate the results. For example, you can group the results by dragging a column header to the (Blue line) sort area at the top of the results table.

DYNAMIC-group.png

You can group multiple columns in the same view (for example, group by employee and then by payment date). 

Each group will then show you a subtotal for that group:

DYNAMIC-group-subtotals.PNG

Use the arrow beside the group subtotal to expand and see the line item details.

While the onscreen view is good for interactive data searching, you can also export the data for further analysis or sharing. Use the export icons to select the format you wish to save the data in.

DYNAMIC-export.PNG

XLS - export in Microsoft Excel format

PDF - export in portable document format (PDF)

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments