Modify an Employee Report

Select the Employee report you want to modify:

Employee Summary

  1. In the Home window, open the Report Centre. Select Employees & Payroll and then Employee Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select a year to report on. Available only if you have more than one year of information you can report on.
  4. (Optional) Select a Job Category to report on.
  5. (Optional) Select Include inactive employees.
  6. Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
  7. (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.

Employee Detail

  1. In the Home window, open the Report Centre. Select Employees & Payroll and then Employee Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select a date Range to report on or enter Start and Finish dates.
  4. (Optional) Select a Job Category to report on.
  5. (Optional) Select Include inactive employees.
  6. Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
  7. (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.

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