[IMP] payroll: updating new reporting for 17
closes odoo/documentation#7806 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -946,15 +946,15 @@ Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on
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form.
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.. seealso::
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- :doc:`payroll/reporting`
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- :doc:`payroll/contracts`
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- :doc:`payroll/payslips`
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- :doc:`payroll/work_entries`
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- :doc:`payroll/reporting`
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.. toctree::
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:titlesonly:
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payroll/reporting
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payroll/contracts
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payroll/payslips
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payroll/work_entries
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payroll/reporting
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|
@ -2,218 +2,314 @@
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Reporting
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=========
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The :guilabel:`Reporting` section of the *Payroll* app offers a variety of reports to choose from.
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The :guilabel:`Payroll`, :guilabel:`Meal Vouchers`, :guilabel:`Attachment of Salary`, and
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:guilabel:`DMFA` reports are universal and available for all companies regardless of location. The
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:guilabel:`Paid Time Off Allocation`, :guilabel:`273S Sheet`, and :guilabel:`274.XX Sheets` reports
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are specific to Belgian companies only.
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The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized
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by location.
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To view a report, go to :menuselection:`Payroll --> Reporting` and click on the specific report.
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The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default
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reports in the *Payroll* app, and are available for all companies, regardless of location.
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Beneath the three default reports are all localization-based reports, organized by country, in
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alphabetical order. These reports contain all the various information for the offered benefits and
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local tax laws.
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To view all the available reports for the database, including all the localization-specific ones,
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navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down
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menu. Click on a specific report to view it.
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.. image:: reporting/reports.png
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:align: center
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:alt: Report dashboard view.
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:alt: Report dashboard view showing extra reports for Belgium databases.
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If a report is unavailable to a company, a user error pops up, stating `You must be logged in to a
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Belgian company to use this feature.`
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If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears,
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stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where
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"(country)" is the specific country the company is configured for.
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At the top of each report, click on :guilabel:`Filters` to display the optional filters for the
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specific report. Filters show information that matches the specific filter parameters. For example,
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when selecting the :guilabel:`Last 365 Day Payslip` filter, only payslips for the last 365 days
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appear. All reports have the option to add a custom filter, and each have different default custom
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filter options. Select the parameters, then click the :guilabel:`Apply` button.
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.. image:: reporting/custom-filter.png
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:align: center
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:alt: Report dashboard view.
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Clicking on :guilabel:`Favorites` displays three options: :guilabel:`Save the current search`,
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:guilabel:`Add the search to the dashboard`, or :guilabel:`Insert the search to a Google
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spreadsheet`.
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.. image:: reporting/favorites.png
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:align: center
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:alt: Favorite options for reports.
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Default reports
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===============
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Payroll
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-------
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Click on :menuselection:`Payroll --> Reporting --> Payroll` to display the :guilabel:`Payroll
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Analysis` report.
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Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll
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Analysis` report. This report shows all the payslips generated in the last 365 days, due to the
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default :ref:`filter <payroll/filters>`: `Last 365 Days Payslip`.
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.. image:: reporting/payroll-report.png
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:align: center
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:alt: Report dashboard view.
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:alt: Payroll overview report showing payroll for the last 365 days.
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This shows all the payslips generated in the last 365 days. The report can display metrics for a
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variety of parameters. Click the :guilabel:`Measures` box to view a drop-down menu with the various
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options to display. The options available include: :guilabel:`# Payslip`, :guilabel:`Basic Wage`,
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:guilabel:`Basic Wage for Time Off`, :guilabel:`Days of Paid Time Off`, :guilabel:`Days of
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Unforeseen Absence`, :guilabel:`Days of Unpaid Time Off`, :guilabel:`Gross Wage`, :guilabel:`Net
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Wage`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, :guilabel:`Work Days`,
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:guilabel:`Work Hours`, and :guilabel:`Count`.
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The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to
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view a drop-down menu with the various metric options to display. The default options available
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include:
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- :guilabel:`# Payslip`
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- :guilabel:`Basic Wage`
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- :guilabel:`Basic Wage for Time Off`
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- :guilabel:`Days of Paid Time Off`
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- :guilabel:`Days of Unforeseen Absence`
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- :guilabel:`Days of Unpaid Time Off`
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- :guilabel:`Gross Wage`
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- :guilabel:`Net Wage`
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- :guilabel:`Number of Days`
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- :guilabel:`Number of Hours`
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- :guilabel:`Work Days`
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- :guilabel:`Work Hours`
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- :guilabel:`Count`
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:guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report.
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.. image:: reporting/measures.png
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:align: center
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:alt: Report dashboard view.
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:alt: The various measures available to display for the Payroll Analysis report.
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Line chart
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~~~~~~~~~~
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A line chart is the default view for the *Payroll Analysis* report. If a different view was
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selected, click on the :guilabel:`Line Chart` icon (middle icon) in the menu bar to change the view
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back to a line chart. An option to display the line chart in ascending or descending order appears
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at the end of the options.
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A line chart is the default view for the *Payroll* report. If a different view is selected, click
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the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the
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menu bar to change the view back to a line chart.
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Several options are available for the line chart. Click the corresponding button to activate the
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selection, and change the way the data is presented. These icons appear at the end of the chart
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options. The various options are:
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.. _payroll/stacked:
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- :guilabel:`Stacked`: data is presented with each metric in its own line, "stacked" on top of each
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other. This helps visualize the distribution and variances between different categories.
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.. _payroll/cumulative:
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- :guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total
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amount calculated by combining all the lines. This provides a comprehensive view of the cumulative
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data.
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.. _payroll/descending:
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- :guilabel:`Descending`: data is shown with the largest values on the left side of the chart,
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gradually decreasing towards the smallest values on the right side, along the x-axis. This
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arrangement helps emphasize trends or outliers at the extremes.
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.. _payroll/ascending:
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- :guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart,
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increasing towards the largest values on the right side, along the x-axis. This arrangement can be
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useful for highlighting progressive growth or trends.
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.. note::
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These options can be combined to create a variety of views.
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.. image:: reporting/line-chart.png
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:align: center
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:alt: Report dashboard view.
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:alt: Menu buttons with the line chart called out, along with the other option buttons.
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Bar chart
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~~~~~~~~~
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To display the data in a bar chart, click on the :guilabel:`Bar Chart` icon (first icon) in the menu
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bar.
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To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a
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:guilabel:`📊 (bar chart)` icon) in the menu bar.
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Click the :ref:`Stacked <payroll/stacked>` icon to view the bar chart in a stacked format (where
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multiple values appear in each column). :ref:`Cumulative <payroll/cumulative>` bar charts are useful
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for visualizing the progression over time or other categories.
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An option to display the columns in :ref:`Descending <payroll/descending>` or :ref:`Ascending
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<payroll/ascending>` order appears at the end of the options.
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.. image:: reporting/bar-chart.png
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:align: center
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:alt: Report dashboard view.
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||||
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||||
Click the :guilabel:`Stacked` icon to view the bar chart in a stacked format (where multiple values
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appear in each column). An option to display the columns in ascending or descending order appears at
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the end of the options.
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:alt: Menu buttons with the bar chart called out, along with the other option buttons.
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.. tip::
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Clicking an option enables it. To disable the option, click it again. When the option is enabled
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it appears grey. When it is inactive, it appears white.
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Clicking an option enables it. To turn off the option, click it again. When the option is enabled
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the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no
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||||
outline.
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Pie chart
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~~~~~~~~~
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To display the data in a pie chart, click on the :guilabel:`Pie Chart` icon (last icon) in the menu
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bar. There are no additional options available in this view.
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To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a
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:guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this
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view.
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.. image:: reporting/pie-chart.png
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:align: center
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:alt: Report dashboard view.
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:alt: Menu buttons with the pie chart called out.
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||||
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Pivot table
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~~~~~~~~~~~
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The bottom half of the :guilabel:`Payroll Analysis` dashboard presents a pivot table no matter which
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type of chart is selected for the top of the dashboard. The default information displayed is the
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number of payslips, net wage, gross wage, days of paid time off, and days of unpaid time off. The
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information is divided by department. To display more information on the report, select the
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:guilabel:`Measures` drop-down menu, then click on any other items to display.
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To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a
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:guilabel:`(pivot)` icon) located in the far-right side of the top menu bar.
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||||
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||||
.. image:: reporting/measures-bottom.png
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||||
The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the
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:guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`,
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and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department.
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To display more information on the report, click the :guilabel:`Measures` button to reveal a
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drop-down menu. Then, click on any other metric to display it on the pivot table.
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.. image:: reporting/pivot.png
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:align: center
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:alt: Report dashboard view.
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:alt: Pivot table view with the various metrics called out.
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To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name
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twice. The first click selects the column, and the second click sorts the information in descending
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order.
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.. image:: reporting/net-wage.png
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To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a
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:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available
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icons. The information is then downloaded into a spreadsheet.
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.. image:: reporting/xlsx.png
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:align: center
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:alt: To sort information by descending order, click the column head twice.
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:alt: The menu options with the download button highlighted.
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To export the data in an XLSX format, click the :guilabel:`Download xlsx` icon. The information will
|
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be downloaded into an Excel spreadsheet.
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.. image:: reporting/export.png
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:align: center
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:alt: Download an Excel spreadsheet of the data by clicking the download button.
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The data can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet`
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button. A pop-up appears asking which spreadsheet to place the information in. Select an existing
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||||
spreadsheet or enter the name for a new spreadsheet. Click the :guilabel:`Confirm` button to move to
|
||||
a spreadsheet view with all the information populated.
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Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet`
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button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears,
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asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard,
|
||||
or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a
|
||||
spreadsheet view with the report added to it.
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.. image:: reporting/spreadsheet.png
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:align: center
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:alt: Send the data to a spreadsheet.
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:alt: The view of data sent to a spreadsheet.
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||||
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Once in the spreadsheet view, click on :guilabel:`File`, then select :guilabel:`Save` to save the
|
||||
data, or :guilabel:`Save as Template` to save the setting as a template to use in the future.
|
||||
.. _payroll/doc-storage:
|
||||
|
||||
.. note::
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||||
The *Documents* application must be installed in order to use the :guilabel:`Insert in
|
||||
Spreadsheet` option.
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If the *Documents* app is **not** installed, the :guilabel:`Insert in Spreadsheet` option places
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||||
the newly-created spreadsheet in the *Dashboards* app.
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If the *Documents* application **is** installed, the spreadsheet has the option to be stored in
|
||||
either the *Dashboards* app or *Documents* app.
|
||||
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||||
Meal Vouchers
|
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-------------
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Work entry analysis
|
||||
-------------------
|
||||
|
||||
:guilabel:`Meal Vouchers` provides an overview of the meal vouchers used by employees, and can be
|
||||
shown by :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, :guilabel:`Quarter`, or
|
||||
:guilabel:`Year`. The default view is by month.
|
||||
The default :guilabel:`Work entry analysis` report provides an overview of the validated work
|
||||
entries for the current month. To view this report, navigate to :menuselection:`Payroll app -->
|
||||
Reporting --> Work Entry Analysis`.
|
||||
|
||||
.. image:: reporting/meal-vouchers.png
|
||||
The work entries appear in a pivot table, with the default filters of `Current month: (Month)(Year)`
|
||||
and `Validated`. The various types of :doc:`work_entries` are listed on the left-hand side (x-axis),
|
||||
while the :guilabel:`Total` values appear along the top (the y-axis).
|
||||
|
||||
To change the displayed view, click the :guilabel:`➕ (plus)` icon next to the word
|
||||
:guilabel:`Total`, then click on one of the grouping options. The available options are
|
||||
:guilabel:`Work Entry Type`, :guilabel:`Employee`, and :guilabel:`Department`. If in a multi-company
|
||||
database, a :guilabel:`Company` option also appears.
|
||||
|
||||
To add a new group to sort the data, click :guilabel:`Add Custom Group`, then click one of the
|
||||
presented options.
|
||||
|
||||
.. tip::
|
||||
Wherever a :guilabel:`➕ (plus)` icon appears on a pivot table, the information can be further
|
||||
grouped. Click on a :guilabel:`➕ (plus)` icon to reveal the available grouping options.
|
||||
|
||||
Click on a :guilabel:`➖ (minus)` icon anywhere on the pivot table to remove that respective
|
||||
grouping.
|
||||
|
||||
It is possible to compare the current :guilabel:`Work entry analysis` report to the previous month
|
||||
or the previous year. To view these comparisons, click the :guilabel:`⬇️ (down arrow)` icon in the
|
||||
search bar to reveal the various :ref:`filter <payroll/filters>` and grouping options.
|
||||
|
||||
In the section titled :guilabel:`Comparison`, click on either :guilabel:`Current Month: Previous
|
||||
Period` or :guilabel:`Current Month: Previous Year`. The report updates and displays the previous
|
||||
time period values, as well as the :guilabel:`Variation` between the two.
|
||||
|
||||
.. image:: reporting/work-entry-comparison.png
|
||||
:align: center
|
||||
:alt: Meal voucher
|
||||
:alt: A pivot table comparing the work entries of the current month and the previous month.
|
||||
|
||||
To change the displayed view, click on :guilabel:`Total`. The data collapses, showing only the count
|
||||
column. Click on :guilabel:`Total` again, then hover over :guilabel:`Day`, then click on one of the
|
||||
other time-period options available.
|
||||
To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a
|
||||
:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available
|
||||
icons. The information is then downloaded into a spreadsheet.
|
||||
|
||||
.. image:: reporting/voucher-day.png
|
||||
:align: center
|
||||
:alt: Meal voucher
|
||||
|
||||
It is possible to compare the current meal voucher report to the one for the previous time period or
|
||||
the previous year. To view these comparisons, click on the :guilabel:`Comparison` drop-down menu at
|
||||
the top, then select either :guilabel:`Date: Previous Period` or :guilabel:`Date: Previous Year`.
|
||||
|
||||
.. image:: reporting/meal-comparison.png
|
||||
:align: center
|
||||
:alt: Meal voucher
|
||||
|
||||
To export the data in an XLSX format, click the :guilabel:`Download xlsx` icon. The information will
|
||||
be downloaded into an Excel spreadsheet.
|
||||
|
||||
.. image:: reporting/voucher-download.png
|
||||
:align: center
|
||||
:alt: Download an Excel spreadsheet of the data by clicking the download button.
|
||||
|
||||
The data can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet`
|
||||
button. A pop-up appears asking which spreadsheet to place the information in. Select an existing
|
||||
spreadsheet or enter the name for a new spreadsheet. Click the :guilabel:`Confirm` button to move to
|
||||
a spreadsheet view with all the information populated.
|
||||
|
||||
Once in the spreadsheet view, click on :guilabel:`File`, then select :guilabel:`Save` to save the
|
||||
data, or :guilabel:`Save as Template` to save the settings as a template to use in the future.
|
||||
The data can also be inserted into a spreadsheet. Click the :guilabel:`Insert in Spreadsheet` button
|
||||
and a :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears, asking
|
||||
which spreadsheet to place the information in. Select an existing spreadsheet or dashboard, or
|
||||
select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a
|
||||
spreadsheet view with the report added to it.
|
||||
|
||||
.. note::
|
||||
The *Documents* application must be installed in order to use the :guilabel:`Insert in
|
||||
Spreadsheet` option.
|
||||
The work entry analysis spreadsheet is :ref:`stored in the same locations <payroll/doc-storage>`
|
||||
as a pivot table.
|
||||
|
||||
Attachment of Salary
|
||||
--------------------
|
||||
Salary attachment report
|
||||
------------------------
|
||||
|
||||
The :guilabel:`Attachment of Salary` report shows all deductions or allocations per employee, such
|
||||
as child support payments and wage garnishments.
|
||||
The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, such as
|
||||
child support payments and wage garnishments. To view this report, navigate to
|
||||
:menuselection:`Payroll app --> Reporting --> Salary Attachment Report`.
|
||||
|
||||
.. image:: reporting/attachment-of-salary.png
|
||||
:align: center
|
||||
:alt: View the Attachment of Salary report that shows all salary garnishments.
|
||||
|
||||
The employees are listed in the left-side column, while the different deductions are listed in the
|
||||
top row, organized by month.
|
||||
top row, organized by deduction and monthly individual payslips.
|
||||
|
||||
The report can be exported as a XLSX file, or inserted into a spreadsheet, using the corresponding
|
||||
The report can be exported as an XLSX file, or inserted into a spreadsheet, using the corresponding
|
||||
buttons at the top.
|
||||
|
||||
Clicking on the :guilabel:`Measures` button shows options for how the data is displayed.
|
||||
Click the :guilabel:`Measures` button to reveal the options of what data can be displayed.
|
||||
:guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, :guilabel:`Child support`, and
|
||||
:guilabel:`Count`, can all be selected or deselected by clicking on the item. If an item has a check
|
||||
mark, it is displayed.
|
||||
:guilabel:`Count` can all be selected or deselected by clicking on the item. If an item has a
|
||||
checkmark next to it, that information is displayed.
|
||||
|
||||
.. image:: reporting/attachment-measures.png
|
||||
:align: center
|
||||
:alt: Select the options that be displayed in the report.
|
||||
:alt: Select the options to be displayed in the Salary Attachment Report.
|
||||
|
||||
The salary attachment report can be compared to the one for the previous time period or the previous
|
||||
year. To view these comparisons, click on the on the :guilabel:`Comparison` drop-down menu at the
|
||||
top, then select either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip End
|
||||
Date: Previous Year`.
|
||||
The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period
|
||||
or the previous year. To view these comparisons, click the :guilabel:`⬇️ (down arrow)` icon in the
|
||||
search bar to reveal the various :ref:`filter <payroll/filters>` and grouping options.
|
||||
|
||||
In the section titled :guilabel:`Comparison`, click on either :guilabel:`Payslip End Date: Previous
|
||||
Period` or :guilabel:`Payslip End Date: Previous Year`. The report updates and displays the
|
||||
previous time period values, as well as the :guilabel:`Variation` between the two.
|
||||
|
||||
.. _payroll/filters:
|
||||
|
||||
Filters
|
||||
=======
|
||||
|
||||
At the top of each report, the default filters are shown inside the :guilabel:`Search...` box.
|
||||
|
||||
Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available
|
||||
:guilabel:`Filters`. Filters show information that match the specific filter parameters.
|
||||
|
||||
.. example::
|
||||
The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month)
|
||||
(Year)` filter, and the `Validated` filter.
|
||||
|
||||
.. image:: reporting/custom-filter.png
|
||||
:align: center
|
||||
:alt: Filters enabled for the Work Entries Analysis report.
|
||||
|
||||
The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter.
|
||||
|
||||
The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date:
|
||||
(Year)` filter.
|
||||
|
||||
All reports can include custom filters, or group information, by different metrics (employee,
|
||||
department, company, etc.).
|
||||
|
||||
Some reports have the option to compare the current report to the previous time period or year (a
|
||||
:guilabel:`Comparison` option).
|
||||
|
||||
Click on a parameter to select it and activate it. The report is immediately updated with the new
|
||||
parameters.
|
||||
|
||||
The updated report can be set as a *favorite* report, meaning the parameters are stored for quick
|
||||
access in the future. To do that, click :guilabel:`Save the current search`, under the
|
||||
:guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options.
|
||||
Doing so reveals two options and a :guilabel:`Save` button.
|
||||
|
||||
To set the current report as the default configuration when the report is accessed, check the box
|
||||
next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the
|
||||
database, check the box next to :guilabel:`Share`.
|
||||
|
||||
Finally, click :guilabel:`Save`, which saves the currently configured report. Then, it appears
|
||||
beneath the :guilabel:`Favorites` in the search bar drop-down mega menu of filter options.
|
||||
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