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PINNED Report Writer: Report on Analysis Categories
We need the ability to report on the permanent employee-level Anaylsis Categories in the Report Writer. We should be able to include the current, primary, permanent Analysis Code setup, as well as the payrun level, primary Analysis Code that was i...
PINNED Report Writer: Filtered Results
When creating Report Templates, create the option to apply some criteria to filter the results based on certain criteria. This will mean we don’t always get all the data, but just the specific data required. Example: I want a report showing me ove...

Reports

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Report Writer: Clone Templates

I want the option to clone an existing Report Template This will allow us to clone a Template from its current Employer to the same, or another Employer. It should clone with all the same columns, content and settings. Once it has cloned, each rep...
Alex Hay 10 days ago in Reports 0 Future consideration

Report Writer: Grouping / Sub-Totals

When creating Report Templates, create the option to group results together, and create sub-totals for the groups. I also want to be able to only output the sub-totals themselves, rather than the underlying data. Examples: I want to group the resu...
Alex Hay 10 days ago in Reports 0 Future consideration

Report Writer: Preview Results

We want to preview the results of a report on-screen in Staffology. This can save us needing to output the report, or allow us to check the Report looks correct before exporting
Alex Hay 9 days ago in Reports 0 Future consideration

Report Writer: Report on Analysis Categories

We need the ability to report on the permanent employee-level Anaylsis Categories in the Report Writer. We should be able to include the current, primary, permanent Analysis Code setup, as well as the payrun level, primary Analysis Code that was i...
Alex Hay 8 days ago in Reports 0 Future consideration

Report Writer: See all available Report Templates when running

Currently when we want to run a Report Template for an Employer, we have to remember the Employer that the Template belongs to, navigate to that Employer, and run the report from there. It’d be much easier if on any Employer I can access, I can se...
Alex Hay 10 days ago in Reports 1 Future consideration

Report Writer: Filtered Results

When creating Report Templates, create the option to apply some criteria to filter the results based on certain criteria. This will mean we don’t always get all the data, but just the specific data required. Example: I want a report showing me ove...
Alex Hay 10 days ago in Reports 0 Future consideration

Report Writer: Set Format of fields

Currently all formats export in the same way and can’t be managed. It’d be great if users can specify the format for each column. Example: I want the date of birth, and for this to export as dd-mm-yyyy Example: I want to create a field for overtim...
Alex Hay 10 days ago in Reports 0 Future consideration

Report Writer: Sort Order

When creating Report Templates, provide the option to add the sort order for results. I should be able to set which column is sorted, and how it is sorted. Example: First sort by Department Name (a-z) Second sort by Payroll Number (1-10)
Alex Hay 10 days ago in Reports 0 Future consideration

Report Writer: Pensionable Earnings field

It would be useful if the new Report Writer had a Pensionable Earnings field which would add up all Pay Codes that was subject to Pension. At the moment, I have to add all individual Pay Codes that are subject to Pension, and if there a new additi...
Nicholas Law 6 days ago in Reports 0 Future consideration

YTD report for the whole tax year

The Year To Date Balances report is only per period. This would be beneficial if this report was per tax year as-well as periods. We have to combine all fortnightly/weekly reports and total up employee's pay to get there year to date figures for a...
chloe guichard 6 months ago in Reports 1 Future consideration