How do custom reports work?

How do custom reports work?

Opening a custom report

Select Reports on the side menu and choose the Custom Reports tab. Click on any custom report to view or edit. To see a detailed list of which data is included in each report, check out our article on What information is in the employee custom reports.


Exporting a custom report to Excel

1. Once you open your report, adjust your filters and press Submit. The filters available will vary per report.


2. Click Excel, CSV, or PDF on the top right of the report to export.

Report functions

The buttons at the top of each report are called reporting functions. For more information about these functions and what they can do, check out our article on What are these reporting functions.


Saving a Custom Report to Saved Reports

Press the Save As button directly above the reporting functions to save your work and reference the same report at a later date, or pull the same report (settings intact) with fresh data.

    • Related Articles

    • How to download important Payroll reports

      How to download Payroll Register Reports 1. Navigate to Payroll, then click on the Reports tab. 2. Under the Standard Reports tab, you’ll find the payroll register report under the Payroll Reports section, click on Payroll Register. 3. Select the ...
    • What information is in the employee custom reports?

      Employee Contact Points This report can be filtered to show only one employee at a time, otherwise, it will show all employees with a new row for each contact point the employee has.  Below is a table of all fields that are included in the report. ...
    • Frequently Asked Questions - Payroll

      Q: How does Rise calculate deductions for federal and provincial taxes? A: Rise uses cumulative averaging, meaning that our system uses the year-to-date options in the tax calculation as described in the Payroll Deductions Formulas for Computer ...
    • How do I create a Gross Earnings Report?

      1. Select Reports on the side menu, click on the Custom Reports tab, and then select Pay Runs (under Payroll Reports). 2. Filter your report to the specific date range or pay period you would like to view, then press Submit. 3. Select Layout and ...
    • How to download Client Sales Tax Rate Report

      A new Client Sales Tax Report has been added to the Payroll Custom Provider Reports. This report shows the sales tax rate. To view and download this report, follow the below steps: 1. Sign into your payroll account and click Reports