Creating and Processing your own EZ Report

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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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**The steps below cover the Basic Creation of a Report:**

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* In your payroll program, go to the **"Reports Plus" **screen and click on **"EZ Report" **from the top tool bar.

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[[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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* 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.

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* 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.**

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* 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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[[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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* 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.

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* Once items are added to the **"Assigned Report Items" **box, they are displayed in the order listed starting at the top.

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** 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.

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* When all the items have been assigned and you are ready to create the report, click **"OK"**.

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* **EZ Reports** can be saved in two (2) places:

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** If you choose to save it in the **"Reports ƒ" **folder, it will be available only for the company you currently are in.

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** 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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[[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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* The report created will be listed under the **"Custom" **tab at the bottom of the list.

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* To process the report, select it from the list, set the desired **Report Period **then click on **"Preview Report".**

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[[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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* 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.

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* To print the page that you are viewing only, go to the **"Preview" **menu and select **"Print Page".**

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* To print all pages from the **"Preview" **menu, select **"Print All".**

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* To close the report go to the **"Preview" **menu and select **"Exit Viewing".**

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[[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"]]

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== Related Pages: ==

=== [[Exporting Custom and EZ Reports>>doc:Mac.Processing Reports ».Custom Reports.Exporting Custom and EZ Reports.WebHome]] ===

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Learn how to export Custom and EZ Reports in Microsoft® Excel format.