Adding a Report to your Payroll Software The Easy Way –The Report Wizard

Elite Payroll Software is designed with small business in mind.

Elite Payroll Software includes so many pre-defined reports that you may never need to create a custom report. You may find that the easiest way to get the reports you need is to modify a pre-defined report. However, there may be times when you want to create a new report from "scratch".

The easiest method of generating a custom report is to use the Reports Wizard. The Reports Wizard takes you through the process of adding a report step by step, ensuring that you complete every step.

1 From the Elite Payroll Software Wizard Menu, choose Reports Wizard. Elite Payroll Software Report Writer is opened and the Create a Report window is displayed.

2 What do you wish to call this report? - Enter a name for the report.

If you want the report to appear on the list of memorised reports in Elite Payroll Software, select the þ Add to memorised reports box.

Note Sort order and filter changes that you make to reports will only be available when you access the reports through the Report List or if you save the changes to the memorised report list. These changes won't be recognised when you access reports through the reports menu.

Click Next.

3 Choose a topic for this report - Select the area that you want to create a report about from the drop-down list.

Click Next.

4 Select what you would like to look at in detail - Select the first item that you want the report to show details about, from the Also Display Information About drop-down list.

To get even more detail, select a second item from the And Also drop-down list.

Click Next.

5 Select the information you wish to show - In this section, you'll need to select the information related to each item selected that you want to appear on your report. You will have one tab for the topic selected in Step 3, one tab for each of the items selected in Step 4, and one tab for company information.

The Choice Title column displays the fields that are available, and the Selected Info column displays the fields you have selected for inclusion in your report and the order they will appear in.

To include a field in your report, click to select the field in the Choice Title column and then click on the >> button. The field will be moved to the Selected Info column.

To remove a field your report, click to select the field in the Selected Info column and then click on the << button. The field will be moved back to the Choice Title column.

To move a fields position in the list, use the List Order arrows to right of the wizard window.

Click Next.

6 Choose when to make a new page - If you a new page for each record, such as employee name, select the þ Make New Page for box.

7 Sorting your report - To sort the report select the þ Sort By This Field box and select a record to sort by from the drop-down list.

If the report needs to be sorted by 2 records, select þ Then By and then select another record from the drop-down list.

Click Next.

8 Choose which files to create sub and Grand Totals on - The sub and grand total window can be used to specify which fields are to be subtotalled and grand totalled.

To make a field sub-total, place a Yes by clicking in the ‘ST’ column.

To make a field grand total, place a Yes by clicking in the ‘GT’ column.

Click Next.

9 When do you wish to show your Sub-Totals - You can now specify when Elite Payroll Software should sub-total your fields.

 When the {first sort field} changes - The report will only display sub-totals when this field changes. {first sort field} refers to the record you selected to sort by earlier.

 When the {second sort field} changes - The report will only display sub-totals when this field changes. {second sort field} refers to the record you selected earlier in the Then By field.

 When both sort fields change - The report will display sub-totals when either of the fields change.

 Show totals only - The report won't show sub-totals. However, it will show a total figure for each record (such as an employee name, department, etc.) on the report.

Click Next.

10 Page Layout - Select the paper orientation of the paper. If you select portrait and the report is too wide for the paper Elite Payroll Software will automatically adjust the paper orientation.

11 Click Finish. Elite Payroll Software generates the report and allow you to make any additional changes before saving it. Click the Save icon on the toolbar to save your report.

See also

Report Properties

Adding a Data Field

Adding a Calculated Field

Adding a Text Item

Adding a Graphic

Adding a Box

Adding a Line

Resizing an Item

Moving an Item

Deleting an Item

Changing the Font Properties

Sorting a Report

Filtering a Report