How to Run a Payroll Report (Payroll UK)

Payroll reports can be run independently of the pay batch process or they can be run when reviewing a pay batch.
To run a payroll report independently of the pay batch process, follow the procedure below.

How to Run a Payroll Report Independently of the Pay Process
	Navigate to Payroll > Reports > Reports. The Pay Reports screen opens.
2.	In the Report Name field, select the report to be run.
3.	In the Report Period From field, select the end date of the earliest pay period to be referenced on the report. Alternatively, key in the pay batch number of the earliest pay batch to be referenced on the report. Skip this step if you selected the New Payees, CIS - Payees, CIS - CIS300 report at step 2.
4.	In the Report Period To field, select the end date of the latest pay period to be referenced on the report. Alternatively, key in the pay batch number of the latest pay batch to be referenced on the report. Skip this step if you selected the New Payees, CIS - Payees, CIS - CIS300 report at step 2.
5.	In the Brand field, click on the agency brands by which the report is to be filtered. Skip this step if you want to report across all agency brands.
6.	In the Region field, click on the agency regions by which the report is to be filtered. Skip this step if you want to report across all agency regions.
7.	In the Office field, click on the agency offices by which the report is to be filtered. Skip this step if you want to report across all agency offices.
8.	In the Pay Batch Type field, select Normal if the report is to reference pay information from normal pay batches only or select Adjustment if the report is to reference pay information from adjustment batches only. Skip this step if you selected the New Payees, CIS - Payees, CIS - CIS300 report at step 2 or if you want the report to reference normal and adjustment batches.
9.	Select or key in any other information depending on the report you are running and how the information on the report needs to be filtered. Not all fields described below are applicable to all payroll reports and therefore some fields are unavailable depending on the specific report that you are running. Report Name Specifies the payroll report that is to be generated. Report Period From Filters the report according to the earliest pay period start date. Pay periods with a start date earlier than the date specified in this field will be omitted from the report. To specify a date, click and use the calendar control to select the relevant date. This field is display-only when you generate a payroll report at the Review stage of the pay batch process process and displays the start date of the pay period to which the pay batch corresponds. Report Period To Filters the report according to the latest pay period end date. Pay periods with an end date later than the date specified in this field will be omitted from the report. To specify a date, click and use the calendar control to select the relevant date. This field is display-only when you generate a payroll report at the Review stage of the pay batch process process and displays the end date of the pay period to which the pay batch corresponds. Brand Filters the report according to one or more agency brands. Payroll information pertaining to agency brands other than those selected in this field will be omitted from the report. Multiple brands can be selected. No brands are selected by default, thereby allowing you to report across all agency brands. Region Filters the report according to one or more agency regions. Payroll information pertaining to agency regions other than those selected in this field will be omitted from the report. Multiple regions can be selected. No regions are selected by default, thereby allowing you to report across all agency regions. Office Filters the report according to one or more agency offices. Payroll information pertaining to agency offices other than those selected in this field will be omitted from the report. Multiple offices can be selected. No offices are selected by default, thereby allowing you to report across all agency offices. Pay Company Filters the report according to the pay company that is paying payees. Payroll information pertaining to payees employed by a pay company other than the pay company you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay company by which they are employed. Employment Type Filters the report according to the employment type that applies to payees. Payroll information pertaining to payees with an employment type other than the one you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay company by which they are employed. Pay Group Filters the report according to the pay group to which payees belong. Payroll information pertaining to payees belonging to pay groups other than the one you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay group to which they belong. Pay Batch Type Filters the report based on the type of pay batch on which you want to report. Pay batch types other than the one you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay group to which they belong. Pay Batch Number From Filters the report based on the lowest batch number of the pay batch that is to be included on the report. Pay batches with a lower batch number other than the number you specify in this field will be omitted from the report. Pay Batch Number To Filters the report based on the highest batch number of the pay batch that is to be included on the report. Pay batches with a higher batch number other than the number you specify in this field will be omitted from the report. Employment Start Date From Filters the New Payees report according to the earliest date on which payees commenced employment. Payees with an employment start date prior to the date you specify in this field will be omitted from the report. Employment Start Date To Filters the New Payees report according to the latest date in which payees commenced employment. Payees with an employment start date after the date you specify in this field will be omitted from the report. No VAT Registered Filters the New Payees report based on whether a payee is registered for VAT. If ticked, payees who are registered for VAT will be omitted from the report. This field applies to payees with a tax type of Company only. Deduction Type Filters the Deductions report based on a specific type of deduction (for example: Council Tax). Payees who did not have a deduction from their pay of the selected type will be omitted from the report. This field defaults to Any, which will include payees on the report if they had any deductions regardless of the deduction type. Deduction Filters the Deductions report based on the name of the specific deduction. Payees who did not have the selected deduction deducted from the pay will be omitted from the report. This field defaults to Any, which will include payees on the report if they had any deductions regardless of the name of the deduction. Payee First Name Filters the report according to the first name of the payee. Payees with a first name that does not match the name you specify in this field will be omitted from the report. Leading and trailing wildcards (%) can be used for partial matching on the name. For example, %anne matches Maryanne and Joanne, an% matches Ann and Angela while %ann% matches Joanne and Maryanne. Payee Surname Filters the report according to the first name of the payee. Payees with a first name that does not match the name you specify in this field will be omitted from the report. Leading and trailing wildcards (%) can be used for partial matching on the name. For example, %hall matches Whitehall and Blackhall, white% matches Whitehall and Whitely while %al% matches Whitehall and Blackhall. Payee No. Filters the report according to the ID that uniquely identifies a payee. Payees with a payee number other than the number you specify in this field will be omitted from the report. Candidate No. Filters the report according to the ID that uniquely identifies the candidate to whom a payee is linked. Payees linked to a candidate other than the candidate identified by the candidate number you specify in this field will be omitted from the report. Job Order Number Filters the report according to the unique job order number of a job. Payroll information pertaining to job order other than the job order you specify in this field will be omitted from the report. Client ID Filters the report according to the client number that uniquely identifies an agency client. Clients other than the client that corresponds to the client ID you specify in this field will be omitted from the report. Client Name Filters the report according to the name of an agency client. Clients other than the client named in this field will be omitted from the report. Tax Type Filters the payees that will be included on a report based on their tax type. Payees who do not have the tax type you select in this field will be omitted from the report. This field defaults to Any, which will include payees on the report regardless of their tax type. Pay Frequency Filters the payees that will be included on a report based on their pay group's pay frequency. Business Type Filters the payees that will be included on a report based on their contractor's tax details business type. This field defaults to Any. No Verification Filters payees in CIS - Payees report based on where a payee has been verified. If checked, this will output those payees who have not been verified. Tax Treatment Filters payees in CIS - Payees report based on the payee's tax treatment. This field defaults to Any. Contractor UTR Filters payees based on the payee's pay company's contractor UTR number in the CIS- CIS 300 report. This field defaults to Any. Tax Month and Year Filters pay batch data based on the tax month selected and the calendar year. The field defaults to the current month and the current calendar year.
10.	Click Show Report to display the report in a preview window from which you can print the report or save the report in one of a number of formats. For more information, see Viewing, Printing & Saving a Report below. Alternatively, to export the report data to a Microsoft Excel spreadsheet file, click Export To File and use the Save As dialog box to select the file location where the exported spreadsheet file is to be saved.

To run a payroll report at the Review stage of the pay batch process, follow the procedure below.

How to Run a Payroll Report at the Review Stage of the Pay Batch Process
	At the right-hand corner of the Pay Wizard – Review screen, click Report. The Pay Reports screen opens.
2.	In the Report Name field, select the report to be run.
3.	In the Brand field, click on the agency brands by which the report is to be filtered. Skip this step if you want to report across all agency brands.
4.	In the Region field, click on the agency regions by which the report is to be filtered. Skip this step if you want to report across all agency regions.
5.	In the Office field, click on the agency offices by which the report is to be filtered. Skip this step if you want to report across all agency offices.
6.	Select or key in any other information depending on the report you are running and how the information on the report needs to be filtered. Not all fields described below are applicable to all payroll reports and therefore some fields are unavailable depending on the specific report that you are running Report Name Specifies the payroll report that is to be generated. Report Period From Filters the report according to the earliest pay period start date. Pay periods with a start date earlier than the date specified in this field will be omitted from the report. To specify a date, click and use the calendar control to select the relevant date. This field is display-only when you generate a payroll report at the Review stage of the pay batch process process and displays the start date of the pay period to which the pay batch corresponds. Report Period To Filters the report according to the latest pay period end date. Pay periods with an end date later than the date specified in this field will be omitted from the report. To specify a date, click and use the calendar control to select the relevant date. This field is display-only when you generate a payroll report at the Review stage of the pay batch process process and displays the end date of the pay period to which the pay batch corresponds. Brand Filters the report according to one or more agency brands. Payroll information pertaining to agency brands other than those selected in this field will be omitted from the report. Multiple brands can be selected. No brands are selected by default, thereby allowing you to report across all agency brands. Region Filters the report according to one or more agency regions. Payroll information pertaining to agency regions other than those selected in this field will be omitted from the report. Multiple regions can be selected. No regions are selected by default, thereby allowing you to report across all agency regions. Office Filters the report according to one or more agency offices. Payroll information pertaining to agency offices other than those selected in this field will be omitted from the report. Multiple offices can be selected. No offices are selected by default, thereby allowing you to report across all agency offices. Pay Company Filters the report according to the pay company that is paying payees. Payroll information pertaining to payees employed by a pay company other than the pay company you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay company by which they are employed. Employment Type Filters the report according to the employment type that applies to payees. Payroll information pertaining to payees with an employment type other than the one you select in this field will be omitted from the report. This field defaults to Any, thereby allowing you to include payroll information for payees regardless of the pay company by which they are employed. Pay Group Filters the report according to the pay group to which payees belong. As the pay batch is by pay group, the pay group filter is not available when the report is run from the review stage. Pay Batch Type Filters the report based on the type of pay batch you are running. This filter cannot be changed when the report is run from the review stage. Pay Batch Number From Filters the report based on the lowest batch number of the pay batch that is to be included on the report. This is set to the pay batch number that you are processing and cannot be changed when the report is run from the review stage. Pay Batch Number To Filters the report based on the highest batch number of the pay batch that is to be included on the report. This is set to the pay batch number that you are processing and cannot be changed when the report is run from the review stage. Deduction Type Filters the Deductions report based on a specific type of deduction (for example: Child Support). Payees who did not have a deduction from their pay of the selected type will be omitted from the report. This field defaults to Any, which will include payees on the report if they had any deductions regardless of the deduction type. Deduction Filters the Deductions report based on the name of the specific deduction. Payees who did not have the selected deduction deducted from the pay will be omitted from the report. This field defaults to Any, which will include payees on the report if they had any deductions regardless of the name of the deduction. Payee First Name Filters the report according to the first name of the payee. Payees with a first name that does not match the name you specify in this field will be omitted from the report. Leading and trailing wildcards (%) can be used for partial matching on the name. For example, %anne matches Maryanne and Joanne, an% matches Ann and Angela while %ann% matches Joanne and Maryanne. Payee Surname Filters the report according to the first name of the payee. Payees with a first name that does not match the name you specify in this field will be omitted from the report. Leading and trailing wildcards (%) can be used for partial matching on the name. For example, %hall matches Whitehall and Blackhall, white% matches Whitehall and Whitely while %al% matches Whitehall and Blackhall. Payee No. Filters the report according to the ID that uniquely identifies a payee. Payees with a payee number other than the number you specify in this field will be omitted from the report. Candidate No. Filters the report according to the ID that uniquely identifies the candidate to whom a payee is linked. Payees linked to a candidate other than the candidate identified by the candidate number you specify in this field will be omitted from the report. Job Order Number Filters the report according to the unique job order number of a job. Payroll information pertaining to job order other than the job order you specify in this field will be omitted from the report. Client ID Filters the report according to the client number that uniquely identifies an agency client. Clients other than the client that corresponds to the client ID you specify in this field will be omitted from the report. Client Name Filters the report according to the name of an agency client. Clients other than the client named in this field will be omitted from the report. Tax Type Filters the payees that will be included on a report based on their tax type. Payees who do not have the tax type you select in this field will be omitted from the report. This field defaults to Any, which will include payees on the report regardless of their tax type.
7.	Click Show Report to display the report in a preview window from which you can print the report or save the report in one of a number of formats.

Once you run the report, there are a number of actions that are available in the header of the report window as shown below.