Generating business performance reports provides insight into key payroll and financial data across the organisation. From the payroll and financial management area, standardised reports can be selected, configured and run to review performance over a chosen period. Reports can be previewed before downloading, making it easier to analyse results, support decision-making and maintain accurate records. This guide explains how to generate business performance reports.
Quick Guide
Generating Business Performance Reports
Click the cog in the top right of the Dashboard.
Select Payroll Entries from the drop-down menu.
This opens your financial management hub.
Click the folder icon in the left-hand column.
This displays the standardised reporting options.
Hover over a report to view an explanation of its contents.
Click on the report you want to generate.
Choose your report settings from the drop-down menus.
Click Run report.
Scroll to preview the report.
Check the report meets your requirements.
Click Download in the top right.
Open and save your report.