Settings

You may want to refer to the Reports Pack section before viewing this page.

The right of the screen consists of three groups of settings:

  • Report Settings – when you select a report and add it to a report pack, you need to amend these settings before you add another.

  • Report Pack Settings – for the pack you are currently working on.

  • Email Settings – also for the pack you are currently working on.

What do the Settings mean?

Report Settings

When you select a report and add it to a Report Pack, you must amend these settings before you can add another:

Report Name Full Description from the report table for the selected report.
Report Type Type of report from the report table for the selected report.
Sort By Drop-down selection box. The options you can sort by are: None, Code, Name, Department/Code, Department/Name, Account Group/Code and Account Group Name.
Detail Level Drop-down selection box. The options available for selection are None, Company, Department, Employee and All Payments.
Output Format Drop-down selection box with the options of Printer, PDF, Microsoft Excel, Use OpenPayslips and Use OpenSpace.
Use OpenPayslips Available for Payslip, P45 and P60 reports.
Printer Drop-down list of currently installed printers.
Number of Copies 1 to 99, 1 by default.
BACS Output Folder

Only available if the report is a BACS type. In the format, <Program installation folder>\BACS Output. You can add mail merge type items into the folder name:

Only available if the report is a BACS type. In the format <Program installation folder>\BACS Output. You can add mail merge type items into the folder name:

  • Client ID

  • Client Name

  • Year YY-YY+1 or Year YYYY-YYYY+1

  • Frequency= Monthly, Weekly, Two Weekly, Four Weekly

  • Period = Pay Period number 1 to 56 except 55

  • Mail merge items will appear inside <> characters, for example, Q:\Data\bureau\<Client Name>\<Year YYYY+1>\<Frequency>\<Period> would create the BACS file in Q:\Data\bureau\Riverside Hospital Ltd.\17-18\Monthly\7 NOTE: Any invalid characters for filenames will be omitted when creating the path and anyexisting file at that location will be overwritten without warning.
Report Password The password needed to open the document.

Report Pack Settings

These settings apply to the complete Report Pack you are currently working on:

Distribution Type Drop-down selection box with the options of Print, Email and Save.
Zip Password and Zip Report A Zip Password field and a Zip Report tick box. Select Zip Report box to enable the Zip Password field. Zip Password has a minimum length of 0 characters and a maximum length of 20 characters. It accepts all characters A-Z, a-z, 0-9, and all special characters, including space.
Show Select the box to display the password as you enter it. If not, the password will display as a series of * symbols.
Distribution Type If set, Print, Zip Report and Zip Password are disabled and blank.
Output Folder

A text field, which is enabled if the selected Distribution Type is Save, or Email. You can add mail merge type items into the folder name:

  • Client ID

  • Client Name

  • Year YY-YY+1 or Year YYYY-YYYY+1

  • Frequency= Monthly, Weekly, Two Weekly, Four Weekly

  • Period = Pay Period number 1 to 56 except 55

  • Mail merge items will appear inside <> characters, for example, Q:\Data\bureau\<Client Name>\<Year YYYY+1>\<Frequency>\<Period> would create the BACS file in Q:\Data\bureau\Riverside Hospital Ltd.\17-18\Monthly\7. NOTE: Any invalid characters for filenames will be omitted when creating the path and any existing file at that location will be overwritten without warning

Email Settings

These settings apply to the Report Pack you are currently working on:

Email Subject A text field with a minimum length of 0 characters and maximum length of 500 characters.
Email Signature A text field with a minimum of 0 characters and a maximum of 255 characters.
Email Body A text field with a minimum of 0 and maximum of 2500 characters.
Reply to Address A text field with a minimum of 0 characters and maximum of 255 characters.
You can add the following mail merge items into all of the email fields:

  • Report Pack Name

  • Client ID

  • Client Name

  • Year YY-YY+1 or Year YYYY-YYYY+1

  • Frequency = a text field with a minimum length of 0 characters and maximum length of 500 characters. Monthly, weekly, Two Weekly, Four Weekly

  • Period = Pay Period number 1 to 56 except 55

  • Contact Name = Company Details Contact Name field

How to create a Report Pack template:

  1. To create a new template, next to Report Pack Template Name, select the following icon:

  1. Enter a name for the template and select the following icon:

  1. Select the Report Pack in the centre of the screen that you wish to work on.

  2. Select the header of a report group on the left to open it and display the reports available. These reports are ones added to the software manually or by selecting Reports > Library Selection.

  3. Select the report you want and drag and drop it into the Report Pack (or use the green arrows).

  4. Set the Report Settings for that report on the right of the screen.

  5. Repeat until you have added all the reports you require to the reports pack you want in that template.

  6. Select Save.

  7. Select Apply to Clients. This opens the Apply to Clients screen. Select Apply Report Pack next to each client you wish to apply the report pack to and choose Save.

How to generate reports

  • Generating reports is one of the tasks you can add to the Task List or to a Batch Process.

  • All the reports in the selected report pack will be produced and distributed as defined within the Settings of each report.

  • Reports are created for the Pay Frequency, Pay Period and Tax Year selected on the Dashboard.

  • Multi-Period reports print from the beginning of the tax year up to the selected Pay Period for the selected Pay Frequency.

  • You can also generate Report Packs from within the payroll software from Bureau > Generate Report Packs.

Reports

Report Pack Options