Reporting Package

Default reporting parameters

In Version 1.29, default reporting parameters were added to each of the following reporting types.

• All data
• Changes
• Flexible Changes
• Variance
• GL Journal

The default reporting parameters are used by the reporting package. When a report is being initiated for a given payroll and pay period, there are a number of parameters which are selected in the report kick-off such as the output format (Excel or CSV). To enable the reports package to operate, these parameters have to be pre-set within the report configurator.

Default parameters tab has been added to all existing reports configured on your payrolls. The default parameters are NOT needed when initiating the report through the current kick-off process, they will only be needed if that report is going to be included in a reports package.

Any report included in a report package must have the default parameters configured.

Reports Package Access Rights

Tenancy administrators have the privilege to create a reports package, any user with report user privilege can run a reports package.

Creating a reports package

Under Reports on the main menu is a new item called Reports package, this has two sub menu items, Run Package and Configuration. Click on configuration and it will show all existing packages created and the ability to create a new reports package.

Click on New reports package. A reports package can be made up of any number of reports from any payroll.

Enter the name of the reports package, and if required enter a description. The next step is to start added reports to the package.

In the add report screen select the payroll, report type and report configuration, click on + Add report. Continue to build up your reports package until it is complete and then save. If you select a report that does not have the default report parameters set, you will get a warning and the report cannot be added to the package.

When managing the reports package one option is to click on the action button next to a report and change that report or delete the report from the package. Also a reports package can be set to be inactive.

Running a reports package – main menu

From the main menu click on Reports and then Run package. This will present the following screen.

Select your reports package you wish to run and this will present the contents of the reports package:

The system will only show those reports the user has access rights to which is based on their user group and payroll group.

The report kick-off screen has the following functions:

• Uncheck reports that are not needed – The system will show all of the reports that are part of the package. If some are not needed uncheck those reports.
• Pay period selection – The report package uses the payroll locking status to determine the pay period for the report. For example, a GL Journal can only be run for a pay period if the post processing is locked, it will show the most recent locked post processing period. The user can change the reporting period for each report in the package.
• Invalid reports – If a report does not have a valid period or the default parameters are missing, the system will mark the report as invalid.
• Exclude supporting files – When the report package has been run, all of the reports are delivered in My Files under reports package. The reports are put into a zip file. Each report comes with a details.txt file and a results.txt file. These can be excluded from the package by checking the exclude supporting files.

The reports package in My file has an overall details file containing the reporting selections and an overall results file for the package.

Running a reports package – payroll menu

A reports package can be run from the payroll menu, using the action button next to the payroll, select reports > reports package. The system will only present those reports for that payroll within that package.