Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Payroll Reporter is a separately licensed module you can use with your Payroll CS software to define an unlimited number of employee-based custom reports. Each custom report that you define is global and thus available for use with all your clients. Use this dialog to specify options for the selected custom report at print time.
Open the File > Print dialog by clicking the Print button on the toolbar, by clicking the Print Reports icon on the Shortcut Bar, or by choosing Print Reports from the File menu. In the Print dialog, click the Custom tab.
Notes
- The Custom tab appears in the Print dialog only if you have previously defined one or more custom reports.
- Custom reports are available for any Payroll CS or Payroll Compliance client. Portrait or landscape format reports are listed in the Custom tab of the File > Print Reports dialog. All custom reports (portrait, landscape, and export format) are also available from the Utilities > Export dialog.
Special information
- You can set up a user preference to always return to the Print dialog after previewing your reports. From the main CSA window, choose Setup > User Preferences and click the Print tab. Mark the Return to the print dialog after previewing checkbox.
- For licensed users of Payroll Reporter, custom reports are available for any payroll client. Portrait or landscape format reports are listed in the Custom tab of the File > Print Reports dialog. All custom reports (portrait, landscape, and export format) are also available from the Utilities > Export dialog.
Print options
Print options for a custom report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you unmark the report for printing or exit the Print dialog.
General tab
Choose one of the following options from the drop-down list:
- <ALL> (default selection)
- 1st payroll checkbook
- 2nd payroll checkbook
- nth payroll checkbook
Select one of the options from the drop-down list to limit the period for relevant numeric columns in this custom report. Your selection determines if report information is retrieved from checks or from earnings history.
Notes
- These fields and options accept input only for columns with <None> saved as the default information in the Period field of the Custom Report > Column Properties dialog.
- If the period is Year to Date or a specific month or quarter, you must also choose either Current year (default) or Previous year.
- If the period is Selected ranges, you may fill in any or all of the Start and End date fields to limit the range of employee information to include.
- For information on selecting an appropriate range option for your report, see Range options for reports overview.
A departmental report includes a primary sort and filter on departments, which enables you to provide a multi-department client with a breakdown of information based primarily on departments rather than on employees or checks.
Mark the Departmental report checkbox to change the primary sort method to department. In addition, click the Department selection tab and choose either all departments or selected departments.
To begin a new page for each department in the report, mark this checkbox.
If you choose the Employee option, the numeric columns will show summary amounts by employees.
If you choose the Check option, the numeric columns will be listed by checks. (This option is only available if you have selected a data range that pulls from check data.)
For information on selecting an appropriate range option for your report, see Range options for reports overview.
To excluded all voided checks from this report, mark this checkbox. (This option is only available if you have selected a data range that pulls information from check data.)
Default = OFF
For information on selecting an appropriate range option for your report, see Range options for reports overview.
Choose one of the following options from the drop-down list:
- <NONE> (default selection)
- Birth date range
- Hire date range
- Last raise date range
Note: When a date option is selected in this field, you can limit the employees to be included in the report by specifying the starting and/or ending date.
Employee selection tab
- Print all employees vs. Print selected employees
- Employees available
- Employees selected
Department selection tab
- Print all departments vs. Print selected departments
- Departments available
- Departments selected
Page Layout tab
Page Layout and Page Orientation