Custom Reports

The Custom Reports tool will allow you to create your own report needs such as an employee list to include with your State Taxable Wages and such.

 

NOTE: The Custom Reports do not have the capability to do the complex calculations as those in the Report Center do so only use the Custom Reports for simple lists.

 

The Field Settings Tab

 

 

The Field Settings Tab is where you select the data fields that you want to display. An example is that if you want a wage report to attach to a state tax report showing your employee names, their social security number, the wages subject to state income tax and the state income tax withheld, simply do the following:

 

Double click on Name, SSAN, Wages ST SIT and SIT Withheld. That will select the items and move them to the list of items to print on the right.

 

 

You could simply print this report by just clicking on the Print Now or the Print Preview button. You can also export the report to a number of formats with the Export button.

 

 

The Report Settings Tabs

For more flexibility, select the first Report Settings tab. Here you can set how you want to sort, which records to print, and for which period. You would need to select the State under the State tab, and you can adjust the printer margins with the Printer tab.

 

 

Selecting the next Report Settings tab, you can add a title, a summary line, a page header and page footer if you like. You can also change the fonts used in the report. And you can select Portrait for simple reports or Landscape for those that need more room.

 

 

Save Settings Tab

The Save Setting Tab allows you to save the Custom Report settings.

Click on the "Save Settings" to save the custom settings to Disk, and "Load Settings" to load custom settings from Disk.