Custom report settings

By default, your software creates a custom report setting that picks up payments and deductions in the order you created them.

You can choose the order of up to 30 payments and deductions, 10 loans and 13 different types of attachments.

If you run these reports without a custom report setting, the values on the report show as zero and the column headings display Unused.

The reports

View a full list of these reports >

The following reports in Pre-update Reports under Analysis use custom report settings:

Analysis of Payroll Totals
Attachments Current
Cost Centre Analysis of Employee Deductions
Cost Centre Analysis of Employee Payments
Cost Centre Analysis Part 1 - Payments
Cost Centre Analysis Part 2 - Deductions
Deduction Hours Current
Deduction Rates Current
Deduction Totals Current
Departmental Analysis of Employee Deductions
Departmental Analysis of Employee Payments
Departmental Analysis Part 1 - Payments
Departmental Analysis Part 2 - Deductions
Payment Hours Current
Payment Rates Current
Payment Totals Current

The following reports in Pre-update Reports under Summary use custom report settings:

Additions and Deductions
Cost Centre Payments (Wages / SPs / Pension / Gross)
Departmental Payments (Wages / SPs / Pension / Gross)
Loans - Current

TIP: The report in the Custom Report Settings shows the settings you entered within Company then click Custom Reports.

Set up a new custom report setting

Click Company then click Custom Reports.
Click New then enter a description then click Payments.
Click the first line then click the finder button.
Select the payment type you want to appear first on the report then click OK.
Repeat step 2 for each payment type in the order you want them to appear on your reports.
To show all payments in the order in which they're set up at the company level, click Default. To remove your selections and start again, click Clear.
If applicable, in the Deductions, Loans and Attachments tabs repeat steps 2 to 4.
Once you've made your selections, click OK.
If you've set up a number of custom report settings, in the Current Custom Report Settings drop-down list, select the setting you want to be the default.
Click OK.

You've successfully entered your custom report settings. For information about how to apply a setting when running a report, continue to the apply a custom report setting section.

Apply a custom report setting

After you create a custom report setting, you need to apply it to your reports >

Custom report settings do not affect the order in which payments, deductions, loans or attachments appear on payslips.

On the Employee List, select the relevant employees.
Click Payroll then click Pre-update Reports.
Depending on the required report, select either Analysis or Summary.
From the Current Report Settings drop-down list, select the custom report setting you want to apply.
TIP: This drop-down list is at the bottom-right of the window.
Select the required report then click Print then click OK.
Close the report browser window.

NOTE: If a column heading on the report appears with the title Unused, there is no payment, deduction, loan or attachment assigned to this numbered field in the custom report setting.

You've applied a custom report setting for the selected report. The next time you run your reports the custom report setting appears by default.

Edit a custom report setting

If you need to make a change you can edit an existing custom report setting >

Click Company then click Custom Reports.
Click on the setting you want to amend then click Edit.
Select the payment you want to use instead then click OK.
Repeat steps 3 and 4 for each payment type in the order you want them to appear on your reports.
To show all payments in the order in which they're set up at the company level, click Default. To remove your selections and start again, click Clear.
If applicable, in the Deductions, Loans and Attachments tabs repeat steps 2 to 5.
Once you've made your selections, click OK.
If you've set up a number of custom report settings, in the Current Custom Report Settings drop-down list, select the setting you want to be the default.
Click OK.

You've now amended your custom report settings.

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