Report Builder

Report Builder lets you build the payroll reports your business needs, such as wages by Location, from the same pay lines as the standard reports. Choose the columns, rename them and filter the lines, then run the report from Reports for any period.

This guide covers how to:

1. Create a custom report.
2. Choose its data and columns.
3. Rename its columns and filter its lines.
4. Run it from Reports.

How a custom report adds up its rows

A custom report adds up the pay lines in your period. Hours and Earnings are totalled, and every other column you choose splits the rows. A report with Location Title, Hours and Earnings has one row for each Location. Add Payment Title and it has a row for each payment title at each Location.

So choose only the columns you want to split the totals by, plus Hours or Earnings.

Create a custom report

1. Navigate to Menu > Payroll > Reports, and click Report Builder.
2. Click the + button.
3. Enter a Title, such as "Wages by Location".
4. Click Create Report.

The report opens on 1. Configuration. The Setup Steps on the left take you through the rest, and each change saves as you make it.

On plans other than Enterprise, a business can have 3 custom reports. Once it has 3, the + button and Clone Report show a lock.

Choose the report's data

On 1. Configuration:

• Dataset: Payroll, your pay runs' pay lines.
• Sub-Set: the kinds of line to include. Payment Data is wages and allowances, and is ticked to begin with. Expense Data is super and salary sacrifice, Deduction Data is deductions such as union fees, and Tax Data is PAYG withholding.
• Notes: what the report is for and how to use it. They show above the report when it runs.

Choose the report's columns

1. Click the pencil beside 2. Columns.
2. Double-click a column in Available Columns, or drag it to Selected Columns.
3. Drag the selected columns into the order you want.

Columns come from:

• Payments: the pay line, such as Payment Title, Class, STP, Date, Location, Role, Job ID, Hours, Rate and Earnings.
• Payrun: the pay run's lock, start and end dates.
• Employee: details from the profile, such as Payroll ID, Position, Start Date, Employment Duration, Default Rate and Status.
• Jobs, Clients, Location and Role: their names and IDs.
• Custom Field: each of your custom fields.

Rename the report's columns

To give a column the heading another system expects, click the pencil beside 3. Rename and type the new heading beside the column. Leave a box empty to keep its usual name.

Filter the report's lines

1. Click the pencil beside 4. Filters.
2. Choose a field, such as Class, how to compare it, such as equal, and the value, such as Normal.
3. To add another condition, click the add rule button. Choose AND when every condition must match, or OR when any can. For a set of conditions inside another, add a group.
4. Click Save Filter.

You can filter on the pay line's Payment Title, Class and STP category, and the Title of its Job, Location or Role, and on the Job's 3rd Party ID. Clear Filter starts the filter again without saving, and Delete Filter removes the saved filter.

Filters are the one step that doesn't save itself: click Save Filter before you leave the step.

Run a custom report

1. Navigate to Menu > Payroll > Reports, and choose the period, pay cycles and staff. See Reports.
2. Click the Custom Reports tab.
3. In the report's Export as... list, choose View to open it in a new tab, or CSV to download it.

Change, copy or delete a custom report

In Report Builder, click the three dots beside a report:

• Edit Report opens its Setup Steps.
• Clone Report makes a copy, with its columns and filter, under a new title.
• Delete Report deletes it. The pay runs it reported on don't change.

Custom reports belong to the business, so everyone with Payroll access can run, change and delete them.

Report Builder troubleshooting

Guides related to Report Builder

• Reports
• Cost Centre Reporting
• Custom Fields