Open topic with navigation

Producing historical reports

Sage Cover Extra webinars

In Sage 50 Payroll you can store historical data and print a range of historical reports without the need to restore your data back to a specific point in time. For example, you can reprint copies of an employee's payslips, or print a summary of the payments made in a specific pay period.

By default, Sage 50 Payroll is set to store historical data for seven years, which is the maximum period available. If you don't want to store historical data for that long, you can specify the length of time required.

Access to the Historical Data feature can be restricted using your security account. Find out more about security.

How do I do this?

1. From the tree view, select the reports folder you want > double-click the report you want to open.

   You can use the options on the toolbar to save the information to file so you can provide it in another format. This can also be attached to an email. Find out more.

• For payslips > double-click Payslips > click the layout folder, for example, dot matrix or laser > double-click the payslip you want.
• If you're producing an historical nominal link report, you'll be asked to choose the posting details you want to include. From the list provided > select the information required > OK.

2. Use the options at the top of the window to save the file in another format, print the report, amend the page setup or email it to the employee.

   Need more help? An opened report is previewed using Sage Report Designer. To help you with this software, there is an online resource centre available from the Sage Services navigation group. To find out more, see Sage Report Designer.

3. To return to the Historical Data Reports window > Close.

If you have any feedback about this topic, we'd love to hear from you.

If you have Sage Cover and you have a general support query, you can get in touch at https://my.sage.co.uk/contact-us/

If you don't have Sage Cover, you can find out more about it here.