Ideas Portal
Reporting options are limited, especially for YTD reports such as pensions. To capture these details multiple reports are having to be run for multiple periods just to get YTD figures. There should be functionality to run such reports for a single employee, rather than multiple whole payrolls.
Hi Hayley
Thanks for the suggestion. I will pass it on for review. If there is a specific format you have in mind that would give you this result, possibly for more than just pensions, let us know.
Cheers
Dylan
Is there any update on this? A pension YTD report would be very useful at year end as we are having to compile so many reports together just to get this basic information out.
It would be useful to have this in both PDF and Excel. The Excel file only pulls out the upload file for the relevant pension provider. An Excel version of the same information that is in the PDF file would be very useful.
Hey Hayley - Great news! We are currently working on exposing the pension YTDs within the pension scheme record which you will then be able to report on. Once I have a release date, I will update this idea.