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. (Optional) Select a Job Category to report on.
4. Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
5. 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.
6. (Optional) Select Include inactive employees.
7. (Optional) Select Show Corrections.
8. (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
9. (Optional) Customize the:
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. 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. (Optional) Select a Job Category to report on.
4. Select the employees you want to appear in the report. Click Select All to report on everyone in the list.
5. Select a date Range to report on or enter Start and Finish dates.
6. (Optional) Select Include inactive employees.
7. (Optional) Select Show Corrections.
8. (Optional) Select Show only incomes, deductions and taxes that are currently in use or that have a YTD amount.
9. (Optional) Customize the:
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.

Published: June 19, 2017
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