Creating Custom Reports

Creating Custom Reports

Under Reports select Custom

Click New Report 



Put a bullet in Payroll

Select the company

Click Next 

Click in the 'Click here to select, type to filter' to select the desired criteria for each category

If you want all of it to show on the report, but a check in the 'Select All' box

For a category like EE or ER taxes, you will need to select criteria on the EE or ER attributes section to the right as well

Click Next 



If you would like to select from a predefined range, put a bullet there and select the criteria desired



If you would like to select from a custom range, put a bullet there and select the criteria desired

Instead of a date range, you can select from a pay run instead



Click Search

You will see the headers for the items that you selected from earlier

Click either Export to Excel or Export to PDF




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