The 12 month history report is a very popular report as it generates all the information the 12 month report under Reports and Maintenance does, but in Excel.

• From the main screen of the company go to History>Reports>12 month history report
• The first screen will be the Print Time Selection Screen. Here you can set print ranges and sort controls based on the selections available. Once you have made your selections, if required, click on continue.

• The next screen will be your Report Selection Screen. The Report will default to certain selections but you can change them

• Employee Selection: The default will be on 'All Termination', but you can select to include only the current terminations or generate the report for terminations only

• Processing Period: It will default from the current month back 11 months. If you are in March, it will print from April 2019 to March 2020. You can select one month only or a few months, but take into consideration it will only allow you go back 11 months from the current processing month.

• Detail Selection:  If you click on the Employee Fixed Info button, certain fixed employee information can be included in the report. The rest of the information is the financial data. Certain fields will default to 'All' and other 'None'. If you select 'Selected' the 'Make Selections'  button will allow you to only include selected items in for that specific range.

• Totals Per Employee - selected fields are automatically flagged, you can leave it as is or untick them should you wish to do so

• Special Fields - you can select to print the Tax Recon, which will then only print fields that impact the EMP501 recon. Additional Special Fields allow for the selection of the following items:

• Once all applicable selections have been made, click continue
• The report will either download automatically, you will see this towards the bottom left hand side of the screen, if that does not happen, click on the 'click here' in the middle of the screen to start the download process.

• You will be prompted to select where you want to save the file. Browse to your required destination to save.
• The file will download in a zip file. Open the zip file to view the Excel sheet.