Wiki source code of Creating and Processing your own EZ Report
Version 2.1 by Peytience S on 2023/05/03 18:17
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1 | Your payroll program gives you the ability to **create your own reports** that will display only the information that you choose. | ||
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4 | **The steps below cover the Basic Creation of a Report:** | ||
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6 | * In your payroll program, go to the **"Reports Plus" **screen and click on **"EZ Report" **from the top tool bar. | ||
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8 | [[image:https://www.aatrix.com/files/7714/2368/8491/Creating__Processing_your_own_EZ_Report_01.png||alt="Read our guide in creating and processing your own EZ Report." height="579" width="943"]] | ||
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10 | * In the **"New EZ Report" **box in the **Report Heading**, enter the name for the report to be created and displayed on the list of reports. | ||
11 | * In the **"Available Report Items"**, select the desired type and item to be displayed. The **"Extra" **selection is for items that are included in **Gross Pay.** | ||
12 | * Click the **"Add>>" **button to have the item added to the **"Assigned Report Items" **box. Items listed here will be displayed on the report when processed. | ||
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14 | [[image:https://www.aatrix.com/files/3714/2368/8492/Creating__Processing_your_own_EZ_Report_02.png||alt="Read our guide in creating and processing your own EZ Report." height="412" width="575"]] | ||
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16 | * The **"Deductions, Employer", **and **"Extra Income" **selections under the** Available Report Items **can be set to display the **Amount, Hours, App Wages, App Tips **or **Pay Rate **for the item selected. | ||
17 | * Once items are added to the **"Assigned Report Items" **box, they are displayed in the order listed starting at the top. | ||
18 | ** To **change the position** of an item select the item from the list and them use the selections at the bottom of the window to move items up or down on the list. | ||
19 | * When all the items have been assigned and you are ready to create the report, click **"OK"**. | ||
20 | * **EZ Reports** can be saved in two (2) places: | ||
21 | ** If you choose to save it in the **"Reports ƒ" **folder, it will be available only for the company you currently are in. | ||
22 | ** Choosing to save the report in the **"Shared Reports ƒ" **folder, will make the report being created available for all companies. | ||
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24 | [[image:https://www.aatrix.com/files/1714/2368/8493/Creating__Processing_your_own_EZ_Report_03.png||alt="Read our guide in creating and processing your own EZ Report." height="203" width="402"]] | ||
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26 | * The report created will be listed under the **"Custom" **tab at the bottom of the list. | ||
27 | * To process the report, select it from the list, set the desired **Report Period **then click on **"Preview Report".** | ||
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29 | [[image:https://www.aatrix.com/files/8814/2368/8494/Creating__Processing_your_own_EZ_Report_04.png||alt="Read our guide in creating and processing your own EZ Report." height="577" width="882"]] | ||
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31 | * The report will display on the screen. If the report was more than one page you can go to the **"Preview" **menu and select the next or previous page to view. | ||
32 | * To print the page that you are viewing only, go to the **"Preview" **menu and select **"Print Page".** | ||
33 | * To print all pages from the **"Preview" **menu, select **"Print All".** | ||
34 | * To close the report go to the **"Preview" **menu and select **"Exit Viewing".** | ||
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36 | [[image:https://www.aatrix.com/files/5514/2368/8495/Creating__Processing_your_own_EZ_Report_05.png||alt="Read our guide in creating and processing your own EZ Report." height="243" width="844"]] |