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Enter your custom report settings

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Using the Custom Report Settings option you can choose the pay elements you want to include on certain pre-update reports as well as determining the order that the pay elements are displayed.

What pre-update reports use custom report settings?Open this section

The following pre-update reports can be produced with custom report settings.

Reports in the Analysis folder

Analysis of Payroll Totals

Attachments Current

Cost Centre Analysis of Employee Deductions.

Cost Centre Analysis of Employee Payments

Cost Centre Analysis Part 1 - Payments.

Cost Centre Analysis Part 2 - Deductions.

Deduction Hours Current

Deduction Rates Current

Deduction Totals Current.

Departmental Analysis of Employee Deductions.

Departmental Analysis of Employee Payments.

Departmental Analysis Part 1 - Payments.

Departmental Analysis Part 2 - Deductions.

Payment Hours Current

Payment Rates Current

Payment Totals Current.
Reports in the Summary folder

Additions and Deductions.

Cost Centre Payments (Wages / SPs / Pension / Gross).

Departmental Payments (Wages / SPs / Pension / Gross).

Loans - Current.

How do I create a custom report setting?

  1. Company > Custom Reports.
  2. You can:

Create a new custom report settingOpen this section

  1. New > in the Description box, enter a name for your settings.

  2. Payments > Payment Type column > click into the first Payment Type column > click the finder button and select the pay element you want to appear first > OK.

    Tip: The Default button completes the information for you using the pay elements set up in your software.

  1. Click in the Payment Type column of the next row and select the next pay element you want to appear. Repeat until all the relevant pay elements are added.
  2. Continue until you've included any other pay elements you want, such as Deductions > OK.

Change the details of an existing custom report settingOpen this section

  1. Select the option you want to change > Edit.

    Note: The reference number appears automatically and can not be changed.

  1. Using the appropriate pay element tab, such as Payments, make the changes you want.

    Tip: The Default button completes the information for you using the pay elements set up in your software. Clear removes all pay elements from the list.

  1. Continue until you've amended any other pay elements you want, such as Deductions > OK.

Delete a custom report settingOpen this section

Note: A custom report setting marked with an asterisk (*) has been set up as the default option and can not be deleted.

  1. Select the option you want to remove > Delete > Yes.
  1. To return to the Sage 50 Payroll desktop > OK.

How do I use a custom report setting?

Tip: For general information about producing reports, see Using reports.

  1. Employee list > select the employees you want to appear on the report > Payroll > Pre-update Reports.
  2. Reports window > select the folder containing the report you want from either the Analysis or Summary folder.
  3. Current Custom Report Settings drop-down list, at the bottom of the window > select the custom report setting you want to use with your report.
  4. Select the report you want and use the options on the Reports toolbar to choose the appropriate output - Print, Preview, File or E-Mail.

 

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