========= Reporting ========= The :guilabel:`Reporting` section of the *Payroll* app offers a variety of reports to choose from. The :guilabel:`Payroll`, :guilabel:`Meal Vouchers`, :guilabel:`Attachment of Salary`, and :guilabel:`DMFA` reports are universal and available for all companies regardless of location. The :guilabel:`Paid Time Off Allocation`, :guilabel:`273S Sheet`, and :guilabel:`274.XX Sheets` reports are specific to Belgian companies only. To view a report, go to :menuselection:`Payroll --> Reporting` and click on the specific report. .. image:: reporting/reports.png :align: center :alt: Report dashboard view. If a report is unavailable to a company, a user error pops up, stating `You must be logged in to a Belgian company to use this feature.` At the top of each report, click on :guilabel:`Filters` to display the optional filters for the specific report. Filters show information that matches the specific filter parameters. For example, when selecting the :guilabel:`Last 365 Day Payslip` filter, only payslips for the last 365 days appear. All reports have the option to add a custom filter, and each have different default custom filter options. Select the parameters, then click the :guilabel:`Apply` button. .. image:: reporting/custom-filter.png :align: center :alt: Report dashboard view. Clicking on :guilabel:`Favorites` displays three options: :guilabel:`Save the current search`, :guilabel:`Add the search to the dashboard`, or :guilabel:`Insert the search to a Google spreadsheet`. .. image:: reporting/favorites.png :align: center :alt: Favorite options for reports. Payroll ------- Click on :menuselection:`Payroll --> Reporting --> Payroll` to display the :guilabel:`Payroll Analysis` report. .. image:: reporting/payroll-report.png :align: center :alt: Report dashboard view. This shows all the payslips generated in the last 365 days. The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to view a drop-down menu with the various options to display. The options available include: :guilabel:`# Payslip`, :guilabel:`Basic Wage`, :guilabel:`Basic Wage for Time Off`, :guilabel:`Days of Paid Time Off`, :guilabel:`Days of Unforeseen Absence`, :guilabel:`Days of Unpaid Time Off`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, :guilabel:`Work Days`, :guilabel:`Work Hours`, and :guilabel:`Count`. .. image:: reporting/measures.png :align: center :alt: Report dashboard view. Line chart ~~~~~~~~~~ A line chart is the default view for the *Payroll Analysis* report. If a different view was selected, click on the :guilabel:`Line Chart` icon (middle icon) in the menu bar to change the view back to a line chart. An option to display the line chart in ascending or descending order appears at the end of the options. .. image:: reporting/line-chart.png :align: center :alt: Report dashboard view. Bar chart ~~~~~~~~~ To display the data in a bar chart, click on the :guilabel:`Bar Chart` icon (first icon) in the menu bar. .. image:: reporting/bar-chart.png :align: center :alt: Report dashboard view. Click the :guilabel:`Stacked` icon to view the bar chart in a stacked format (where multiple values appear in each column). An option to display the columns in ascending or descending order appears at the end of the options. .. tip:: Clicking an option enables it. To disable the option, click it again. When the option is enabled it appears grey. When it is inactive, it appears white. Pie chart ~~~~~~~~~ To display the data in a pie chart, click on the :guilabel:`Pie Chart` icon (last icon) in the menu bar. There are no additional options available in this view. .. image:: reporting/pie-chart.png :align: center :alt: Report dashboard view. Pivot table ~~~~~~~~~~~ The bottom half of the :guilabel:`Payroll Analysis` dashboard presents a pivot table no matter which type of chart is selected for the top of the dashboard. The default information displayed is the number of payslips, net wage, gross wage, days of paid time off, and days of unpaid time off. The information is divided by department. To display more information on the report, select the :guilabel:`Measures` drop-down menu, then click on any other items to display. .. image:: reporting/measures-bottom.png :align: center :alt: Report dashboard view. To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name twice. The first click selects the column, and the second click sorts the information in descending order. .. image:: reporting/net-wage.png :align: center :alt: To sort information by descending order, click the column head twice. 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/export.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. .. image:: reporting/spreadsheet.png :align: center :alt: Send the data to a spreadsheet. 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. .. note:: The *Documents* application must be installed in order to use the :guilabel:`Insert in Spreadsheet` option. Meal Vouchers ------------- :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. .. image:: reporting/meal-vouchers.png :align: center :alt: Meal voucher 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. .. 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. .. note:: The *Documents* application must be installed in order to use the :guilabel:`Insert in Spreadsheet` option. Attachment of Salary -------------------- The :guilabel:`Attachment of Salary` report shows all deductions or allocations per employee, such as child support payments and wage garnishments. .. 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. The report can be exported as a 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. :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. .. image:: reporting/attachment-measures.png :align: center :alt: Select the options that be displayed in the 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`.