Reports

Updated 11 hours ago 6 min read

Overview

The Reports module provides a comprehensive suite of payroll analytics and compliance reports. Reports are organised into tabbed categories with interactive date filtering, comparison options, and multiple view modes (table or cards). Reports can be viewed on-screen or exported as PDF.

Accessing Reports

Navigate to Payroll > Reports.

Report Filters

All reports share a common set of filters at the top of the page:

Date Range

Option	Description
Last 7 days	Previous 7 calendar days
Last 14 days	Previous 14 calendar days
Last 30 days	Previous 30 calendar days (default)
Last 60 days	Previous 60 calendar days
Last 90 days	Previous 90 calendar days
This month	Current calendar month
Last month	Previous calendar month
This year	Current calendar year
Custom range	Specify a custom from/to date range

Comparison Period

Option	Description
Previous period	Compare with the equivalent previous period
Same period last year	Year-over-year comparison
Last month	Compare with last month
Last quarter	Compare with last quarter
Last 6 months	Compare with the previous 6 months
Last 12 months	Compare with the previous 12 months

Additional Filters

Filter	Description
Status	Filter by employee status
Department	Filter by department
Employee	Filter by specific employee
Amount	Filter by amount range

View Modes

Mode	Description
Table	Data displayed in a sortable table format
Cards	Data displayed as visual summary cards

Available Reports

Net Pay Reports

Analyse employee net pay across pay periods.

Metric	Description
Total Net Pay	Sum of all employee net pay in the period
Average Net Pay	Mean net pay per employee
Total Employees	Active employee count
Total Payruns	Number of payruns processed

Export: Navigate to Payroll > Reports (Net Pay tab) and click the PDF export button, or open Payroll > Report > Net Pay for a downloadable PDF.

Payslip Summary Reports

Detailed payslip breakdowns showing earnings, deductions, and net pay per employee per payrun.

Column	Description
Employee	Employee name
Pay Period	Payrun period
Gross Pay	Total earnings
Tax (PAYE)	Income tax deducted
NI / Social Insurance	NI/PRSI/CPP deducted
Pension	Pension contribution
Other Deductions	Additional deductions
Net Pay	Take-home pay

Export: PDF download available via Payroll > Report > Payslip Summary.

Average Earnings Reports

Analyse average earnings trends and working hours across your workforce.

Metric	Description
Average Hourly Rate	Mean hourly earnings
Average Weekly Earnings	Mean weekly pay
Average Monthly Earnings	Mean monthly pay
Hours Worked	Total and average hours

Filter by frequency (Weekly, Monthly) and period (Hourly, Daily).

Export: PDF download available via Payroll > Report > Average Earnings.

Minimum Wage Compliance Reports

Track compliance with minimum wage legislation by role and age group.

Column	Description
Employee	Employee name
Age Group	National minimum wage age band
Hourly Rate	Calculated hourly rate
Minimum Wage	Applicable minimum wage rate
Compliant	Whether the employee meets the minimum wage
Variance	Amount above or below the minimum

Important: Employees flagged as non-compliant require immediate attention. The minimum wage rates are updated annually.

Export: PDF download available via Payroll > Report > Minimum Wage.

Employer Costs Reports

Comprehensive breakdown of total employer costs including gross pay, employer NI contributions, employer pension contributions, and allowances.

Metric	Description
Total Gross Pay	Sum of all employee gross pay
Employer NI	Total employer National Insurance
Employer Pension	Total employer pension contributions
Apprenticeship Levy	Apprenticeship Levy amount (UK, if applicable)
Total Employer Cost	Combined cost of employment

Export: PDF download available via Payroll > Report > Employer Cost.

Statutory Payments Reports

Track statutory payment claims including SSP, SMP, paternity, adoption, and shared parental pay (primarily UK).

Payment Type	Description
SSP	Statutory Sick Pay
SMP	Statutory Maternity Pay
SPP	Statutory Paternity Pay
SAP	Statutory Adoption Pay
SHPP	Statutory Shared Parental Pay

Column	Description
Employee	Employee name
Type	Statutory payment type
Start Date	Payment start date
End Date	Payment end date
Weekly Rate	Weekly payment rate
Total Paid	Total amount paid

Absence Costs Reports

Analyse the cost of employee absences including SSP impact and prevention ROI.

Metric	Description
Total Absence Days	Sum of all absence days
Total SSP Cost	Statutory Sick Pay costs
Average Absence Rate	Mean absence days per employee
Cost per Absence Day	Average daily cost of absence
Prevention ROI	Estimated return on absence prevention investment

Tax Efficiency Reports

Identify tax optimisation opportunities and potential savings across your workforce.

Metric	Description
Salary Sacrifice Savings	Potential savings from salary sacrifice schemes
Pension Efficiency	Tax relief optimisation through pension contributions
NI Savings	Potential employer NI savings
Overall Tax Efficiency Score	Composite score of tax efficiency

Payroll Trends Reports

Forecasting and trend analysis using historical payroll data.

Metric	Description
Monthly Payroll Cost	Historical payroll costs by month
Headcount Trend	Employee count over time
Cost Per Employee	Average cost per employee over time
Forecast	Projected payroll costs using linear regression

Downloadable Report PDFs

The following reports are available as downloadable PDFs:

Report	Description
Net Pay	Net pay analysis report
Payslip Summary	Payslip summary breakdown
Employer Cost	Full employer cost report
Average Earnings	Average earnings analysis
Minimum Wage	Minimum wage compliance report
Absence	Absence cost analysis report
Management Report	Payrun management report

Report Workflow Summary

Select Report Tab
        |
Apply Date Range & Filters
        |
Review Data (Table or Card View)
        |
Compare with Previous Period (optional)
        |
Export as PDF (if needed)

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