How to use Report Writer templates

Objectives:

Learn how to use the Add From Template functionality within the AllPay Report Writer. This functionality makes it faster and easier to create fully customized reports in the Report Writer.

What's in this article?

An overview of how to use the Add From Template functionality in Report Writer.

💡Good to know: You can also create reports in Report Writer totally from scratch. This guide about payroll reporting has a brief overview of that functionality.

AllianceHCM tips: Keep an eye out for tips from our experts!

How to use Report Writer templates

1. Log into AllPay. From the dashboard, open the Reports menu and select Report Writer.
2. On the Report Writer page, click the Add From Template button at the top of the Report Writer Reports table.
3. In the pop-up window, use the Report Writer Template dropdown to select a template. See a full listing of templates at the end of these directions.
4. Edit the New Report Writer ID if you'd like, then click on Save. You'll see a confirmation once the report is successfully added to your system.
5. To customize the new report, select it from the Report Writer Reports table.
   AllianceHCM tip: Use the search field at the top of the table to find your report if you have many saved.
6. Click on Report Properties to edit output, formatting, date ranges, and visibility options. You can Save any changes, or Run the report or Save and Run using the buttons at the top of the Report Writer Properties section.
7. Click on Build Report to edit which data fields are included in the report, sorts, filters, linked data, and more. You can Save any changes, or Run the report or Save and Run using the buttons at the top of the section.

report writer templates

• 401k Report
• ACA Problems - No Status (Fill and Import)
• ACA Status Elig in Report Dates w/No Cov Offer
• Active Employee Roster
• Active Employees Missing Federal Taxes
• Active Employees with Most Recent I9
• Active Emps w/Missing, Expired or Uncertified I9s
• Active Not Paid in Date Range
• Active Salary Employees < $47,476 Annualized
• Benefit Census Template
• Covid19 Sick Leave Exclusions Report
• Data for Address Label Mail Merge
• Deduction Data for Updating by Import
• Department Setup
• Direct Deposit Request
• Employee Anniversaries
• Employee Benefits Listing
• Employee Birth Dates
• Employee Deduction Setup
• Employee Memos
• Employees hired within data range
• Employees with Duplicate SSNs
• Employees with Multiple Direct Deposits
• ERC Information
• Head Count by Month
• Missing Work Date In Payroll Entry
• MyPay Enrollment Status
• Paycheck Register
• RW For APS Benefit Statements
• Time Off Requests in Range

From the dashboard, select Report Writer

Click on Add From Template

Select a template

Edit the New Report Writer ID if you wish, then click save and you'll get a confirmation when the report is added

Find and select your report

Click on Report Properties to edit output, formatting, date ranges, and visibility options

Click on Build Report to change which data is included, fields, sorting, filters, and more