Custom Report Writer

This is where you can design or customize a report according to your own required information.

Step 1: Go to Reports > Custom Report Writer > New Report

Step 2: Enter the Report Title

Step 3: Select the Report Type: Master | Detail | Summary > click

Master Report – will provide detailed Employee Basic & Personal Details

Detail Report – will provide detailed information of the employee’s salary on a single month

✓Select the Month & Year

✓Select the Pay Period (END | MID | BONUS)

Summary Report – will provide summarized salary information by group

✓Select From & To month(s)

✓Select Year(s)

✓Select Pay Period (END | MID | BONUS)

Step 4: Select the employee data (columns) that you want to include in the report from the Tables and Fields section

Step 5: Click to include the selected fields in the customized report; click to exclude the selected fields > click

Step 6: Add filters in the report by setting the criteria accordingly:

✓Select AND | OR

✓Select the Column name that you want to filter

✓Select the Condition > enter the Value

✓Click > enter more criteria if needed > click

Step 7: Generate the Report > click to export to excel

- This is to save the report columns (fields) and the conditions/criteria set and be able to use it again for future reference.

- This is to be able to edit or view the SQL script that has been created for the customized report