Salaries reporting is an updated version of the old salaries reporting. Unlike in the old salaries reporting, the new reporting offers the information in real time from Procountor's database and improves usability. In addition, the income types have been added to the new report. Both the old and the new salaries report will function side by side for a while.
Salaries reporting view is used to observe the development of salaries from the perspectives of salary types, salary categories, income types, persons and person groups.
Salaries reporting view is found in Reports > Salaries reporting.
Creating a report
- First, define the search criteria for the report.
- Click Apply.
- The program generates salary reports in line with the search criteria.
Reset to default: clears your selections and resets the default search criteria.
View details: In details view there is a table which shows row level data from salary slips:
- Each column has sorting functionality for ascending/descending order.
- Table can be exported to Excel in the default order by payslip number.
- The Back button returns you to the main view of the report.
Search criteria
It is possible to filter salary slip data by:
Time period
- Current period
- Current holiday year
- Current year
- Previous year
- Custom period: Free date definition either by filling values in the fields or by using the calendar icon.
Figures
- Payday: with this selection, the report values will be formed by the paydays of salary slips.
- Receipt date: with this selection, the report values will be formed by the receipt dates of salary slips.
Salary slip status
Salary slips to be included in the report can be filtered by their statuses. This is done by clicking the names of the statuses.
- Approved
- In correction
- Marked paid
- Paid
- Partly paid
- Payment queued
- Payment set to bank
- Reported
- Unfinished
Salary types, Salary categories or Income types
This search criterion is used to make more specific determinations about the salary types, salary categories and income types to be included in the report. All salary types are included by default.
- You can filter the search by changing the tab according to salary types, salary categories and income types.
- Choose from the list which salary type, category or income type you want to include in the report. With the Select all button, you select all the information on the tab. Use the Clear selection button to clear all selections.
- Search field: You can filter the list by entering any part of the name of salary types, salary categories or income types.
Person and Person group
This search criterion is used to make more specific determinations about the persons and person groups to be included in the report. All persons are included by default.
- You can filter the search by changing the tab according to Persons and Person groups.
- Choose from the list which person or person group you want to include in the report. With the Select all button, you select all the information on the tab. Use the Clear selection button to clear all selections.
- Search field: You can filter the list by entering any part of the name of person or person group.
Person's salary information
When only one person is selected, there is an additional panel showing the tax card and other salary information of the employee.
The available graphs
Upper graph: Salaries overview
The topmost graph presents a salaries overview, i.e. total salaries grouped by day / month / year, depending on the selected date range.
By pressing the Report type drop down menu, you can also choose whether to display the graph:
- Salaries by type: Total salaries grouped by salary type
- Salaries by category: Total salaries grouped by salary category
- Salaries by income type: Total salaries grouped by income type
The graph can be saved as a PNG-format image file by clicking on the Export to PNG button.
Lower graph
The lower report provides a pivot table grouping the data by Salary type, Salary category or Income type, where data is presented on day/month/year level, depending on the selected date range. Data in each of the tables can also be grouped separately.
Click on the image to enlarge it.
- By default the sum row for each of the groups is visible, and user can expand the panel to see the data in more detail by clicking the arrow icon.
- There is also a sum column and sum row for all the content in the table.
- Columns can be sorted in ascending/descending order by clicking on the column's header. The table visible in UI can be exported to Excel.
- Excel export button export the report data to an Excel file.