Custom reports

Before you begin: Create a custom report.

  1. Open the required company.

  2. Go to Reports.

  3. Select Custom Reports.

  4. Select the required report.

  5. Go to Employer(s) and select the companies to include in the report.

  6. Go to Selection Type and choose:

    • Selected Pay Runs

      • Go to Tax Year and choose the required year.

      • Go to Pay Run(s) and choose Please Select.

      • Go to Pay Schedule(s) and select the required schedules.

      • Once the required pay schedules are selected go to Pay Runs and select the required periods.

      • Select Confirm.

    • Date Range

      • Select the Pay Date From.

      • Select the Pay Date To.

  7. Select Download As... and save the CSV file.