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Using reports
Note: To use reports, you'll need the right level of access. If your access is restricted, you may not be able to run reports. For more information, see Securing your software.
Your software provides a wide range of business reports,
payslip and cheque layouts that can be used as they are or customised
to meet your own needs.
The different types of reports
Pre-update
reports
You can use pre-update reports to
check that your values are as expected
before you update your records. In this area you'll also find exceptions and variance reports to help you look for any irregularities in your payroll.
The Pre-update reports option is also where you'll find your payslips and where you can produce
cheques to pay your employees.
Post-update
reports
You can use post-update reports to maintain company records and produce the appropriate statutory
forms for HM Revenue & Customs (HMRC).
Year end reports from a previous tax year
If you need to produce year end reports from an earlier tax year, for example to provide a replacement P60 for an employee, you can do this within Sage 50 Payroll without the need to roll back or restore a backup.
To find out more, see Producing
year end reports from a previous tax year.
Historical
Reports
You can store the details of past pay periods
for your employees, up to a maximum of seven years. This is useful if
an employee requests a copy of an old payslip or you want to produce reports
for a previous pay period.
To find out more, see Storing
details of past pay periods.
Using the reporting option, you can:
- Produce
a variety of reports to help you during the period end process, for example the P32 Employer Payment Record.
- Use
reports, for example the P11 Deduction Cards, to help you complete your payroll year end and make the necessary
returns to HMRC.
- Produce
detailed or summary reports to keep track of employee absences from work.
- Use
the details recorded in your software to produce employee address labels.
- Use
the Report Selections option to group multiple reports together so you
can produce a number of reports at the same time.
- Add the reports you use most often to the Favourites option so that you can produce
single reports quickly.
- Save
the report to a file or send it by email as an attachment.
- Open
your reports in Sage Report Designer - a powerful reporting tool with
many features to help you customise and manage your reports. For more information, see Sage Report Designer.
To produce reports
When you preview a report, you use Sage Report Designer. There are a number of areas to help you with this software. For more information, see Sage Report Designer.
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