Modify an Employee Report
Select the Employee report you want to modify:
Employee Summary
- In the Home window, open the Report Centre. Select Employees & Payroll and then Employee Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- (Optional) Select a Job Category to report on.
- Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
- Select a year to report on in the Select Year box. Available only if you have more than one year of information you can report on.
- (Optional) Select Include inactive employees.
- (Optional) Select Show Corrections.
- (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
Employee Detail
- In the Home window, open the Report Centre. Select Employees & Payroll and then Employee Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- (Optional) Select a Job Category to report on.
- Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
- Select a date Range to report on or enter Start and Finish dates.
- (Optional) Select Include inactive employees.
- (Optional) Select Show Corrections.
- (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.