To access the Reporting function, click 'Reports'.

 

A number of pre-set reports have already been set up for your use and can be found within the Saved Reports section in the menu toolbar.

Some of the saved reports display in the toolbar while others can be found by selecting "More".

These saved reports represent the most common payroll reports generally used. The default reports that appear in the toolbar consist of:

 

• Audit Trail
• Daily Pay
• DSP Benefits
• Employee Details
• Hourly Pay
• My Future Fund
• Notional Pay
• Payroll Summary
• Pensions
• Year to Date
   

The saved reports available under "More" consist of:

 

• Additions
• ASC
• CWPS
• Deductions
• DSP Benefits (Year to Date)
• Employee Contact Details
• Employee Emergency Contact Details
• Employee Payment Details
• My Future Fund (Year to Date)
• NECI
• Notes
• Pensions (Year to Date)

Manage Reports

This utility allows you to manage saved reports. Here you can indicate whether a report is to show in the menu toolbar or within the 'More' menu.

You cannot edit reports (e.g. adding or remove fields) directly within the Client Portal. 

Reports cannot be created or edited within the Client portal as the data columns & fields are set within the BrightPay payroll software. 

The payroll processor will need to edit the report on the payroll software to include / remove fields within a particular report. Once the changes have been made in the payroll software, the updated / saved report will then show on the Client Portal.

Please note: there is no facility in BrightPay Cloud to alert clients that reports are available after payslips have been finalised.