The Reports menu is where you can produce all system wide reports in SmoothPay. This includes tax reporting, superannuation schedules, leave valuations, costing analysis, audit trails and other payroll outputs that are not tied to a single employee.
Accessing the Reports menu
To open and use the Reports menu:
Go to the Reports screen.
Select a category from the list on the left.
Select the report you want to run.
Click Run report.
Some reports will run immediately. Others will display an options window before generating the output.
Report categories
The exact categories may vary depending on your location and enabled features. Most organisations will see:
Pays
Reports summarising pay results and employee level data, such as pay summaries, earnings listings and general payroll outputs.Tax
Reports related to tax obligations and deductions, including summaries, reconciliations and statutory reporting outputs where applicable.Super
Contribution schedules and summary reports for compulsory retirement or pension schemes.
(Name may differ depending on jurisdiction, such as Kiwisaver or FNPF.)Staff
Reports covering staff records, including leave entitlements, leave valuations, work patterns and other employee information.Costing
Reports that analyse how payroll costs are allocated, including cost centre analysis, job costing and outputs intended for accounting systems.Audit
Reports that trace transactions, changes and processing history for compliance and internal review.KPI
Key performance indicator reports providing summary metrics such as labour cost ratios, worked hours and other analytical indicators.
Category names and available reports can differ depending on the country selected and the features enabled for your organisation.
Report Options
When you click Run report, some reports will require you to choose additional options. Depending on the report, you may be asked to:
Select a date range or pay period
Select a batch or completed pay
Apply filters such as groups or costing choices
Choose an export format
Confirm whether a statutory report should be submitted electronically
Click OK to generate the report.
Where report output appears
Depending on the report type, results may appear:
On screen as a preview
As a file downloaded by your browser
In the Files screen
As statutory reporting files ready to lodge
Automatically submitted where electronic filing is supported