Range options for reports, overview

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

There are various range options to choose from when running reports. The results you get from your reports, pre-existing or custom-made, can vary a great deal depending on which range options you choose when gathering the report information. Most importantly, some range options will pull information from actual payroll checks, while others pull information from earnings history. The following list is intended to help you determine which may be the most appropriate range option to use in order to retrieve the information you need.

For more information on reports and their options, you can refer to the Report Options for Payroll CS and the Payroll Compliance module (PDF).

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Check-based range options

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Earnings-based range options

Any information not stored in the Earnings history, such as employer portions of FICA, FUTA, and SUTA, is not available on custom reports based on earnings. Reports such as the Payroll Tax Summary will calculate these amounts at the time of printing.

Detailed payroll period range options

Current detail period/Previous detail period/Specific detail period
These options are only available if detailed payroll periods are active for the current client (these are activated using the Calculating Payroll tab of the File > Client Properties dialog). The detail period options include check records created during the current, previous, or a specified detail payroll period.

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