If the standard set of reports available in Deputy Payroll are not suitable for your needs, you can use the Report Builder to create your own custom payroll report:

• Access the payroll report builder
• Configure the custom report
• Generate a custom report

Access the payroll report builder

Within Payroll, on the Reports tab, click on Report Builder.

Configure the custom report

To get started click on the + icon , give your new report a title and click Create Report

Step 1: Configure the report

Define how data is collected and presented:

• Report ID: Automatically assigned to uniquely identify your report.
• Title: Name of the report displayed.
• Dataset: Select the primary dataset that the report will use. The selected dataset determines the available data used to generate the Custom Report.
• Data Subset: Configure the Data Subset options. This allows a focused selection of data when generating the Custom Report.
  • Payroll Dataset Subset Options:
    • Payment Data: Wages, Allowances, etc
    • Expense Data: Super, Before Tax Salary Sacrifice, etc
    • Deductions Data: Child Support, After Tax Salary Sacrifice, etc
    • Tax Data: PAYG
• Notes: Add any notes to the report as a description. This could include information on the intended use of the report, specific considerations, or any other relevant details that can aid those analysing the data.
  

When you are done, click on the pencil icon for Step 2: Columns.

Step 2: Columns

In this step, you select and organise the data columns that will appear in your report. This determines the structure of the information presented.

Available Columns: Choose from a list of available data fields. Drag and drop them to the Selected Columns list to add them to your report.
Arrange Columns: Order the columns as needed by dragging them into the desired sequence.

Step 3: Rename Columns (Optional)

This optional step allows you to customise the column headers in your report for clarity or to meet specific data presentation requirements:

Rename Columns: Modify the names of the columns to be more descriptive or to align with external reporting standards.

Step 4: Filters (Optional)

This step allows you to refine the data included in your custom report by applying specific filters. Use the Query Builder to set conditions that the data must meet to be included in the report:

Add Filters: Click the "+" icon to add a new condition. Each condition consists of selecting a field, an operator, and specifying a value:

Field: Choose a data field like "Payment Title", "Class", or "STP".

Operator: Select how the field should be compared to your value (e.g., "equals", "begins with").

Value: Input the value to filter by (e.g., specific class name or payment type).

Logical Operators: At the beginning of each filter or group of filters, select "AND" if all conditions must be met, or "OR" if any condition suffices.

Nested Groups: For more complex filtering, add nested groups with their own conditions by clicking the "plus" icon of any condition.

Manage Filters:

• Delete Filter: Remove the current filter set.
• Clear Filter: Reset all fields within the current filter without removing the structure.
• Save Filter: Save the configured filters to apply them to your report.

Generating a Custom Report

Once you have created and configured all four steps of your Custom Report, click on the Back button (twice) to return to the Reports page.

Click on the Custom Reports tab and the custom report you created, plus any other previously created will appear here.

Before exporting or viewing a report, you may wish to set the filter.

You can now view or download your custom report.

If the report wasn't quite what you had in mind, you can click on the Report Builder button on the top right of the page, then click on the ellipsis (...)  to Edit the report to change the configuration.

You can also Clone or Delete the report.