The Custom Report Layout dialog enables you to define or modify the presentation of your custom reports. You have options to add and modify fields, change the order in which columns display, and select the font size to be used in the report. Your changes are immediately reflected in the Preview pane at the bottom of the dialog.
Note: Setup Example 1 in the Payroll CS Tutorial provides an example setup of a custom payroll report. (An active Internet connection is required to open this guide in the Adobe Reader.)
The Custom Report dialog can be opened in two ways:
- If you are creating a new custom report - From the CSA main window click Setup > System Configuration > Custom Reports and click the Add button. Enter the report description and (optionally) the template you wish to use and then click the Continue button.
- If you are modifying an existing custom report - From the CSA main window click Setup > System Configuration > Custom Reports, click an existing report in the Custom Report dialog to highlight it, and then click the Layout button.
Tip: To modify the width of any column in a custom report, highlight the column name on the Custom Report Layout dialog and then click the Properties button.
See also: Creating a custom payroll report
Fields & buttons
Displays the name of the selected custom report.
Open the drop-down list for this field (by pressing F4 or by clicking the arrow to the right of this field) and select a category. All of the variables associated with the selected category will then display in the left-hand (Name) pane.
You can display and select variables from multiple categories. After choosing a category and then one or more variables for that category, return to this field to specify a different category.
The following categories are available in the drop-down list for this field:
Employee data
Pay items total amount *
Pay items regular amount *
Pay items overtime amount *
Pay items double-time amount *
Pay items regular hrs *
Pay items overtime hrs *
Pay items double-time hrs *
Pay items total hrs *
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Pay items rate
Deduction items amount *
Company matching amount *
Withholding items amount *
Other amounts *
Accruable benefit, beginning balance (YTD only)
Accruable benefit, accrued (YTD only)
Accruable benefit, used (YTD only)
Accruable benefit, available (YTD only)
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* Period columns are available for report items in this category.
List of variables available in each category
This pane displays the variables associated with the category you have selected in the Select category field above.
Note: You can display and select variables from multiple categories. After choosing a category and any variables for that category, return to the Select category field to specify a different category.
This pane displays the name, length, and properties of the rows and columns currently selected for this custom report in the order in which they will appear.
To add a column, either double-click a field in the Name selection pane (at left) or highlight it and then click the Select button.
To remove a column, either double-click it or highlight it and then click the Remove button.
To change the order of columns, highlight a column name and then click the Move Up or Move Down button to move it to the desired position.
To edit the row or column width or modify other properties for the selected column, click the Properties button.
To add a new custom-calculation column, click the Calc'd column button.
Notes
Columns in the same position in a row must be the same length for the text to line up correctly. Example.
Depending on which options are selected in the Column Properties dialog, the following property codes may appear in the Rows/columns in layout pane:
- P for primary sort, S for secondary sort, or blank for no sort
- A for an ascending sort sequence
- D for a descending sort sequence
- T if the Total checkbox is marked
- H if the Hide checkbox is marked (for example, for an intermediate calculation that does not need to appear on the report)
- Z if the Zero/Test checkbox is marked (to omit any employee for whom the value would be zero)
Moves the highlighted column one position to the left on the custom report.
Moves the highlighted column one position to the right on the custom report.
Opens the Column Properties dialog where you can specify the width of the highlighted column. Additional options available for selection depend on the type of category and field currently selected.
Adds static text to your report. You can also add a blank space between columns by adding a blank text column.
Also see Adding a blank column.
Adds a new row to your custom report. New rows are added to the bottom of the list in the Rows/columns in layout pane.
Opens the Add Calculation Column dialog, where you can define a new column based on customized calculations.
Shows the selected font size (8-12 pts) for all of the columns on this custom report.
To change the font size, enter a different number or click the arrows to increase or decrease the number. Any change you make will be immediately reflected in the Preview pane.
Shows the current page orientation of the selected report, which automatically shifts from portrait to landscape to export as necessary when you add columns or increase the font size(s) used in the report layout.
Custom reports in portrait or landscape format are listed in the Custom tab of the File > Print Reports dialog.
All custom reports (portrait, landscape, and export format) are available from the Utilities > Export dialog.
Shows how the selected report will look. Any changes you make to the current report layout are immediately reflected in the preview pane.
Note: When the width of the report layout exceeds what is able to print in portrait format, the page orientation automatically switches to landscape format, or from landscape to export format. Export reports cannot be viewed in the Preview pane but, along with any custom report, can be selected from the Utilities > Export dialog.