Creating a custom payroll report

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The optional Payroll Reporter module for Payroll CS enables you to quickly and easily define an unlimited number of employee-based custom reports that are available for any Payroll CS client.

To create a custom payroll report:

  1. Choose Setup > System Configuration > Custom Reports.
  2. In the Custom Reports dialog, click the Add button.
  3. In the Add Custom Report dialog, enter a name for the new report, and then click the Continue button.

    Note: To copy and modify an existing custom report, enter a unique name for the new report and then select the existing report from the drop-down list in the Template field before clicking the Continue button.

  4. In the Custom Report Layout dialog, choose the columns to include in the layout by selecting a category and then double-clicking the desired variables in the Name pane.
  5. You can modify the properties of any selected column, including the column width, primary and secondary sort fields, column headings, and other column characteristics. For numeric columns, the modifications available depend on the type of column currently selected.
    • To review or modify the properties for an existing standard or user-defined (Calculated) column in a custom report, click the Properties button on the Custom Report Layout dialog.
    • To create a new user-defined column, click the Calc'd Column button to open the Add Calculation Column dialog. You can create a "calculation column" by defining a formula that uses values from the system in combination with values that you enter.
  6. Click OK to return to the Custom Report Layout dialog.
  7. Click OK or Continue to return to the Custom Reports dialog.

    Note: The button will display as either an OK or a Continue button depending on whether you are modifying an existing custom report or creating a new one.

  8. To include employee records for a custom report based on the employee's date of hire, date of last raise, or date of birth, click the Options button to open the Custom Report Options dialog. Specify the desired date range by filling in the start date, the end date, or both. You may also choose to exclude information for inactive employees. Click Done to return to the Custom Reports dialog.
  9. Click Done.

Notes

  • Each custom report automatically shifts from portrait to landscape format as necessary when you specify additional columns for the report or choose a larger or smaller font size. Custom reports larger than landscape format automatically shift to export format.
  • All portrait and landscape custom reports are available for printing for any client (as well as for all computers running CSA and Payroll CS on a network) and will be listed in the Custom tab of the File > Print dialog.
  • All custom reports - portrait, landscape, and export - are available for selection in the Utilities > Export dialog.

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Related topics

Previewing or printing reports

Spooling reports for printing at a later time

Working with report profiles

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