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Custom Reports

The Custom Reports feature is currently in beta; please feel free to provide feedback by clicking on the BETA label.

In addition to our pre-configured reporting options, SimplePay allows you to customise your own report, by selecting the columns/fields you want to include in it.

Creating a custom report

  • Go to Reports > Custom > New Custom Report.
  • You can use the Filters to filter employees by Pay Point, Pay Frequency, or Current Status and/or select specific employees.
  • Select the desired report aggregation.
    • Aggregate By
      • Employee - The selected information will be displayed for each individual employee. This option must be selected if you wish to include fields from the Leave and Employee Information sections.
      • Company - The selected information (from the Transactions section only) will be displayed for the company as a whole – by month. (The Total Range option is not available here.) This is intended to be a company-wide report that provides a monthly summary of payslip inputs for the desired period across the entire company and not per employee.
    • Aggregation Period
      • Monthly will give you a month-by-month summary for the period of the report, per employee or for the entire company.
      • Total Range will give you a cumulative total summary for the period of the report – per employee.
  • Select fields to be added as columns in this report. There are three sections: Transactions, Leave, and Employee Information.
    • Click on the expand icon () to see the column options for each section. Clicking the checkbox () next to a field name will add a column for that item to the report. You can then click the collapse icon (), and repeat for all the sections to ensure you include all the required information.

You have now set up your custom report and have two options:

  1. To download a once-off report:

    • Click Download Report.
    • Select the Date Range.
    • Click Download Report again. (The report will be downloaded as an Excel document.)

  2. To save the report as a template:

    • Click Save.
    • You will be prompted to enter a name, and a description (optional).
    • Click Save again.

Downloading a saved custom report

  • Go to Reports > Custom.
  • Your saved custom reports will be displayed in a list, showing the names you gave them.
  • Click the download icon () next to the report that you want to download.
  • Select the Date Range, and click Download Report.

Please note: If you require a once-off change to the configuration of a saved custom report template and do not want to edit the template permanently, you can click the edit icon (), make any required changes, and download the report instead of saving it.

Editing/deleting a custom report template

  • Go to Reports > Custom.
  • Click the edit icon (). Then:
    • To edit: Make the required changes, and click Save.
    • To delete: Click Delete (at the bottom of the page) and Confirm.