Payroll Reporting: Scheduled reports

Objectives:

Learn how to create scheduled reports or report groups that will automatically run in AllPay.

what's in this article?

Instructions how to to set up scheduled reports or report groups.

💡 Good to know: Reporting is a key part of keeping tabs on your business and making sure things are going well. You can learn about building reports, sharing and protecting reports, and report groups, in separate articles.

While we're going to be looking at reporting through a payroll lens in this article, many of the principles about reporting are relevant no matter what you need to report on. If there's a data field in AllPay, then you can report on it!

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

Creating scheduled reports

You can take your reports a step further by using the Scheduled Reports tab in AllPay. This is exactly what it sounds like–a place to schedule reports or report groups to automatically run. Some clients may use this to send reports to people who need information from AllPay but aren’t necessarily AllPay users–such as team leads, or the president of a company who may need just reports but wouldn’t be directly involved in payroll or workforce management.

Create a new scheduled option by clicking on the Add New button within the Scheduled Reports tab.

You can see there are many fields to fill out.

Let's take a closer look at a few of the fields:

Schedule: Pick when you want your report to run. One common option on this list is Day After Payroll, toward the bottom of this list.

Type: Choose what kind of report or report group you want to schedule.

Result Option: Choose how the file should be sent.

Enabled: Be sure to check this if you want the scheduled reports to run. You can uncheck this if you need to pause a scheduled report, and then you can enable it again in the future.

AllianceHCM tip: We recommend using this Enabled check box to pause a report rather than deleting a report from AllPay. Leaving this box empty means that the report won't run, but it gives you the flexibility to use it again in the future without recreating the report from scratch.

When you're done adding a new scheduled report, be sure to click on the Save icon. You can edit the scheduled report again in the future by clicking on the Edit Report icon on its row.