Payroll Reporting: Report groups

Objectives:

Learn how to create report groups, which let you run and share multiple reports on a regular basis. This can be helpful for doing things like a payroll register, a payroll summary, and an employee demographics report after processing payroll every two weeks. This saved you from having to individually run each report and send them to people.

what's in this article?

Instructions for how to use report groups in AllPay.

💡 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 scheduled reports 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!

Using report groups

Setting up Report Groups can save you and your team time on reports that need to be run on a regular basis. You can start with existing reports from the Reports or Exports or Report Writer tabs by selecting the Add to Group icon (the second icon on a report's row) for a specific report.

This will give you a small pop-up with the option to add the report to an existing Report Group or to create a new Report Group by creating a Group Name.

On the Report Groups tab, you can see your existing groups. Click on one to see the included reports.

You can see here the three reports included in the After Payroll group.

AllianceHCM tip: Curious about which reports to include in a group? This article on building reports includes information about frequently used reports.

It’s easy to run a Report Group from the Report Groups tab as well, and then you’ll have options to set a report date.

When a Report Group runs, you’ll see the reports listed in your Recent Jobs, just as you would if you were to run each of them individually.

It’s easy to replicate a Report Group by clicking on the Copy To button.

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This gives you a few tabs where you can specify how to replicate the group–including the option to choose whether to overwrite existing codes in the destination company. This Copy To option can be valuable for people working in multiple company codes.​

AllianceHCM tip: Think of Report Groups as totally separate versions of reports from the versions under the Reports or Report Writer or Exports tabs. For example, if you add a report to a Report Group, and then later edit that report from the Reports tab, the changes will not be reflected in the report in the Report Group. It’s the same thing going the other direction: If you edit a report in a Report Groups view, then the version of the report on the Reports or Report Writer or Exports tab won’t be affected.

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