Reports Overview

You can run a variety of reports for the software application. When you run a report, you can first preview it, and then decide if you want to print it.

To see instructions for running a report, click a report name in the Instructions column of the table for the appropriate menu. Each instruction topic includes a link to a sample of the report.

For additional information, click More.

Tips:

Do you want to browse through just the samples to find the right report? Simply, click the report name in the Samples column.
To see a view of Report Samples in alphabetical order, see the Report Samples Introduction.
All reports automatically appear in the Process Control window, but only for the amount of time it takes to generate the report. Although short reports disappear quickly, you can use Process Control to manage or cancel very long reports.
To add Print View reports to the Process Control window for later use, refer to Save a Report in Memory in the Advanced Functions section of the Print View help topic.

Reporting Features:

Preview a report using Print View, a flexible tool that shows the report to you online.
Choose the output printer for a report.
Choose formatting options for a report, such as line spacing and paper width.
Specify selection criteria to sort records and to narrow the data included in the report.
Email a copy of the report to your manager or coworker.
Note: You can make notations on the report before sending it via email.
Save the report to freeze the current content.

Reports by Menu:

To see reports on the...

Daily Work Menu Report Instructions and Samples
Instructions	Samples
Build Overhead Work File Instructions	Build Overhead Work File Report Sample
Check Registers Overview Payroll Check Edit Register Instructions Payroll Check Register Instructions Permanent Payroll Check Edit Register Instructions (Other Payroll Work Menu) PR A/P Check Register Instructions (Payroll A/P Menu)	Bank Deposit Report Sample Check Register Totals Report Sample Department Totals Register Sample Employee Annuity Report Sample Employee Totals Report Sample Expense Account Totals Report Sample FICA Gross Wage Report Sample Maine State Insurance Deductions Report Sample Negative Net Pay List Sample Payroll Check Edit Register Report Sample Payroll Check Register Report Sample Permanent Payroll Check Edit Register Report Sample * PR A/P Check Register Sample Rate History Report Sample Scheduled Deductions Listing Sample Short Check Register Report Sample State Retirement Deductions Report Sample Summary Report Sample Treasurer's Warrant Report Sample Tips*: The Permanent Payroll Check Register runs separately from the Daily Work Menu registers. ** The PR A/P Check Register runs separately from the Daily Work Menu registers.
Merge Payroll Checks	Merge Payroll Checks Report Sample
Payroll Post Instructions	Payroll Post Reports Samples
Permanent Pay Transfer	Permanent Pay Transfer Status Box Listing Sample
Post to Vendor Transaction Files Instructions	Post Vendor Transactions Report Sample
Print Payroll Checks Instructions	Print Payroll Checks Sample
Weekly Labor Detail Report Instructions	Weekly Labor Detail Report Sample

A/P Check Reconciliation Menu Report Instructions and Samples
Instructions	Samples
A/P Check Lists Instructions	A/P Check Lists Samples Tip: Includes the following reports: A/P Outstanding Checks List A/P Deleted/Voided Checks List
A/P Positive Pay Update Journal Instructions	A/P Positive Pay Update Journal Sample

Direct Deposit Menu Report Instructions and Samples
Instructions	Samples
Build Direct Deposit File Instructions	Build Transmission File Report Sample Direct Deposit File Report Sample
Export Direct Deposit File	Direct Deposit Export Status Box Listing Sample

Earnings Reports Menu Report Instructions and Samples
Instructions	Samples
Deduction Totals Report Instructions	Deduction Totals Report Sample
Department Totals Report Instructions	Department Totals Report Sample
Employee Deduction Report Instructions	Employee Deduction Report Sample
Employee Earnings & W/H Report Instructions	Employee Earnings & W/H Report Sample
Employee Monthly Earnings Report Instructions	Employee Monthly Earnings Report Sample
Employee Other Earnings Report Instructions	Employee Other Earnings Report Sample
Employee Weekly Totals Report Instructions	Employee Weekly Totals Report Sample
Employee YTD Earnings Report Instructions	Employee YTD Earnings Report Sample
Labor Distribution Detail Report Instructions	Labor Distribution Detail Report Sample
Labor Distribution Master Report Instructions	Labor Distribution Master Report Sample
Other Pay Totals Report Instructions	Other Pay Totals Report Sample

Employee File Maintenance Menu Report Instructions and Samples
Instructions	Samples
Employee Master Maintenance - Human Resources Area	Employee Master Maintenance - Payroll HR Record Report Sample
Employee Master Maintenance - Notes Area	Employee Master Maintenance - Payroll Notes Record Report Sample

Employee Reports / Lists Menu Report Instructions and Samples
Instructions	Samples
Check History Detail Report Instructions	Check History Detail Report Sample
Check History Master/Totals Report Instructions	Check History Master Report Sample Check History Totals Report Sample
Employee List Instructions	Employee List Sample
Employee Master List Instructions	Employee Master List Sample
Employee Rate History Report Instructions	Employee Rate History Report Sample
Mailing Labels Instructions	Mailing Labels Sample
Payroll Input List Instructions	Payroll Input List Sample
Vacation/Sick Report Instructions	Vacation/Sick Report Sample

Fringe Distribution Menu Report Instructions and Samples
Instructions	Samples
Fringe Distribution Edit List Instructions	Fringe Distribution Edit List Sample
Fringe Distribution Post	Fringe Distribution Post Report Sample

Fund Accounting A/P Menu Report Instructions and Samples
Instructions	Samples
PR F/A Invoice Post Instructions	PR F/A Invoice Post Report Sample
PR F/A Invoice Transaction Journal Instructions	PR F/A Invoice Transaction Journal Sample

Government Reports Menu Report Instructions and Samples
Instructions	Samples
Employer's Contribution Report Instructions	Employer's Contribution Report Sample
Federal Tax Report (941) Instructions	Federal Tax Report (941) Sample
Monthly Retirement Report Instructions	Monthly Retirement Report Samples
Quarterly Health Ins Report Instructions (Massachusetts)	Quarterly Health Ins Report Sample
Quarterly UCI Report Instructions	Quarterly UCI Report Sample
Retirement Detail Report Instructions	Retirement Detail Report Sample

Other Payroll Work Menu Report Instructions and Samples
Instructions	Samples
Auto Fringe Distribution Maintenance	Automatic Fringe Distribution List Sample
Permanent Payroll Check Edit Register Instructions	Permanent Payroll Check Edit Register Sample Tip: For a list of all check register reports, see the Check Registers Instructions on the Daily Menu, earlier in this topic.
Retirement Fringe Journal Instructions	Retirement Fringe Journal Sample
Retirement Fringe Post	Retirement Fringe Post Report Sample
Revolving Deduction Report Instructions	Revolving Deduction Report Sample

Other Reports Menu Report Instructions and Samples
Instructions	Samples
Condensed Check History Master Report Instructions	Condensed Check History Master Report Sample
Deduction Master Edit List Instructions	Deduction Master Edit List Sample
Department Edit List Instructions	Department Edit List Sample
Department Title List Instructions	Department Title List Sample
Employee Retirement Edit List Instructions	Employee Retirement Edit List Sample
Fringe Master Edit List Instructions	Fringe Master Edit List Sample
Other Pay Master Edit List Instructions	Other Pay Master Edit List Sample
Payroll Verification Reports Instructions	Payroll Verification Reports Sample Includes the following reports: Compare Employee Totals to Employee Quarterly Totals Compare Employee Totals to Check History Compare Calc'd FICA W/H with FICA W/H on Employee Totals Compare Calc'd FICA W/H with FICA W/H on Check History Accumulate Totals for Employee Totals & Quarterly Files Accumulate Totals for a Range of Dates in Check History Check the Permanent Pay Check Files

Payroll A/P Menu Report Instructions and Samples
Instructions	Samples
PR A/P Check Post Instructions	PR A/P Check Post Report Sample
PR A/P Check Preparation Instructions	PR A/P Check Preparation Report Sample
PR A/P Check Register Instructions	PR A/P Check Register Sample
PR A/P Check Report Instructions	PR A/P Check Report Sample
PR A/P Print Checks Instructions	PR A/P Print Checks Sample

PR Check Reconciliation Menu Report Instructions and Samples
Instructions	Samples
Payroll Check Lists Instructions	Payroll Check Lists Samples Tip: Includes the following reports: Payroll Outstanding Checks List Payroll Deleted/Voided Checks List
Payroll Positive Pay Update Journal Instructions	Payroll Positive Pay Update Journal Sample

Year End Menu Report Instructions and Samples
Instructions	Samples
Contract Balance Report Instructions	Contract Balance Report Sample
Clear Check History File Instructions	Clear Check History File Report Sample