The Reports page displays the payroll reports that you have saved within the Analysis section of your BrightPay employer file.
1) Simply click on the report you wish to access.
2) Select the parameters you require for the report and click 'Run Report'.
The report selected will now be displayed on screen.
3) To modify the report, click 'Modify' and amend the report parameters.
4) To export the report to PDF or CSV, click 'Export' followed by 'Download as PDF' or 'Download as CSV'.
To upload a new report to BrightPay Connect from within your BrightPay employer file:
1) Generate the report you require within the Analysis section of BrightPay.
2) Click 'Save' on the menu bar.
3) Enter the Report Name of your choosing and set the parameters required.
4) Tick the box to indicate that you wish 'to show this report on the BrightPay Connect employer dashboard'.
5) Click 'Save'.
This report will subsequently be uploaded into BrightPay Connect the next time the employer file synchronises.
1) Open the employer file within your BrightPay software.
2) Click into 'Analysis' and select 'Manage Reports'.
3) Under 'BrightPay Connect', untick to 'Show on employer dashboard'.
The report will subsequently be removed from the Employer Portal in BrightPay Connect on the next synchronisation.
Need help? Support is available at 01 8352074 or firstname.lastname@example.org.