Use Documents → Custom Reports & Proof to prepare reports in Report Catalog & Studio. The workspace also has Generated Reports Archive and Saved Presets. Generating a report does not change payroll.

Choose the report

Current operational templates include General Ledger (GL) Costing & Journal Summary, Month-on-Month Payroll Variance Report, Dual Currency Allocation & Remittance Summary, Overtime & Allowance Audit Summary, and Annual Leave Liability Register. The catalogue also includes tax, statutory, and proof templates. Select a card marked as supported for your intended scope; the card and builder show the available formats.

Operational spreadsheet reports offer XLSX, CSV, or JSON where supported. Leave liability is PDF. P2 and P16 use month or tax-year criteria rather than a selected payroll run; see Generate statutory outputs.

Before you begin

Confirm the organisation and the reporting question. For operational reports, select a finalised payroll run in the builder. Decide which employees, columns, and grouping you need.

Steps

  1. Select a template

    Open Report Catalog & Studio, choose New Custom Report, and select the appropriate supported card.

  2. Set scope and filters

    In Scope & Filters, select the finalised run for an operational report and enter any criteria requested by that template.

  3. Choose columns and grouping

    Review Columns & Grouping and keep the fields needed for the reporting question.

  4. Review the backend preview

    Open Preview & Export. Check scope, totals, rows, warnings, and format. Resolve blockers and refresh the preview before continuing.

  5. Generate and save

    Select Generate & Export, then choose a local save location. Check Generated Reports Archive for the document and Local Export Log for the saved file.

Reuse a report setup

Save a preset when you expect to repeat the same selections. Open Saved Presets to load it, then review its current scope and preview before generating again. Presets are stored locally for the organisation; they are not a substitute for retaining a generated report.

What to check

Confirm report name, run or reporting period, format, timestamp, and recorded hash where shown. If the local save is cancelled, the generated document can remain in Documents even though no file was written to the selected destination. Open the archive to save it later.

Common problems

Generation is unavailable

complete the required scope and obtain a successful preview.

Totals are unexpected

inspect the source run or reporting criteria. Generating again does not recalculate payroll.

The file is absent from the folder

check the save result and Local Export Log.

An old preset gives the wrong result

inspect its filters, run, and columns before generating.

Related guideDocuments overviewRelated guideGenerate statutory outputsRelated guideCreate a proof bundleRelated guideSave generated files locally