The Payroll Listing and Earnings Summary reports each feature our custom report designer. This allows you to add, remove, or rearrange the columns in your report. You can even save these configurations by name.
Adding, removing, and rearranging columns
If you already have a custom configuration for this report, you'll see the name of the selected configuration with an "edit" pencil in the upper right. Click to edit or add a new configuration.
Otherwise, click Add/Remove Columns.
You'll see blank columns representing categories of payroll data you can include in this report. Click and drag a column left or right to rearrange, or remove it altogether by dropping it into "Available Columns" on the right.
Add new columns by dragging them from the "Available Columns" to any position in the report. Drag any column back to that list to remove it.
Smart Column Groups
Smart column groups present groups of multiple columns based on how you've filtered your report.
In this example, we've added the wages Smart Column.
Click Save to close the report designer.
Below, the "Wages" smart column is itemized into seven separate columns. Note that the "Wages" label appears in the grey bar spanning the headers for these columns.
Changing the columns of a report won't automatically save the configuration, so you're free to explore your data without the risk of undoing any saved configuration. You can name a new configuration to apply to future reports.
Saving and naming configurations
Add a name to this configuration in the upper left. You can make as many of these custom reports as you need.
You can create as many configurations of a report as you need. Press the (+) button to create a copy of the current configuration, then make changes and give it a name.
Learn about using report filters and naming reports→
v7.24