There may be times when the standard Paycircle reports don't meet your needs, and you need something more bespoke. In this instance, you can create custom report templates.
Create the report template
To do this, follow the steps below.
Click Bureau then click Bureau Settings.
Click Reports then click Report Templates.
Click +New template then enter a name for the report.
From the Report Type drop-down menu, select the relevant option.
If required, enter a description for the report.
Add columns
To add columns to your report template, follow the steps below.
Click Columns.
From the Available list, select the relevant check boxes.
To include blanks or text as columns, click Add.
Configure column headings
To configure column headings, follow the steps below.
Next to the relevant heading, click the Edit icon.
Add a column name override.
Select whether the column is visible or hidden.
Click Save.
Configure other settings
Once you've selected the relevant columns, to configure other report settings, click Settings.
Add filters
Once you've configured the report settings, to refine the report, you can add filters and filter groups.
Click the Filters tab then click Add.
Select Filter or Filter group as required.
From the drop-down menu, select the header you're adding filters to.
If you add a second filter, you need to set the operator to an And or Or.
Note: All subsequent filters you add use the same operator, and you can't change this later. Instead, to remove and re-add the filter, click the Delete icon.
Preview the report
To preview the report before saving it, follow the steps below.
Click Preview then select the relevant company.
Click View report then select the relevant date range or tax month.
Click Update report.
Save the report
Once you're happy with the report, to save it to your bureau settings, click Save.
Delete a report
If you need to delete a report that you've created, simply click the Action icon then click Delete.
Caution: Doing this removes the report from any report packs you've added it to, and you can't undo this.