Go to Payroll Forms and Reports.
Click [New Report].
Set Report Type as Worksheet Detail.
Enter Report Name
Enable checkbox Show Detail
Enable checkbox Use Preview Reporting
To set the Report Type filters click [Define Filters].
Add the 2 filters below. Enable the Prompt checkbox and click [Add Filter]
Worksheet > Period Start, >= (Greater or Equal To)
Worksheet > Period End, <= (Less than or Equal To)
Click [OK] to exit.
Layout Design: Add the fields below by using the arrow left and right buttons. You may also change the column heading by setting it in the Heading field.
Employee > Full Name
Payroll Item > Description
Worksheet Detail > Company Total
Worksheet Detail > Employee Total
After setting the layout, click the [Run] button in the toolbar.
Enter the Period Start and Ending dates.
From the Results Preview tab, go to Pivot Preview tab.
Drag and drop Employee Name (Full Name) into the Row Fields area
Drag and drop Description into the Column Fields area
Drag and drop Employee and Company Totals into the Data Fields area
The report will now look like this:
You may also drag Description into the Row Fields area right after Employee Name. You can then filter the specific payroll item(s) that you wish to include in the report by using the dropdown.
For the generated report, you can export it to an excel file or print as well as save the layout of this report for future use.
Printing the report
Clicking the [Print] button, will open the Print Preview screen. From here, you can edit the format of the report by clicking the [Design] button in the toolbar.
Format the report according to your preferences. The right side of the window will show you the preview of your selected format(s). Click [Apply] to apply the changes to the report and click [OK] to close.
After formatting the report, you can now print the report or export it to PDF.
