The 12 Months report includes the amounts and totals for the current month’ and previous 11 months. The system stores the information that displays on this report when you start a new pay period. You can run the report for specific or range of employees, and select specific items to include on the report.
NOTE:
This report includes the 12-month range based on your period end date. You'll have to retrieve a backup for previous periods to generate the report for a different 12-month range.
Cause
Resolution
Access your company for the Company Listing screen.
From the Main Menu, go to Reports.
Select Reports and Maintenance.
Locate the report 12 Months on the Reports 1-200 tab.
Select PDF File: Creates a PDF document and allows you to email the report
ASCII File: create a text or Excel file, and requires you to provide a filename to save the file to
View on Screen: Displays the report in-system
Click Continue.
Choose the Report Options:
Select the Print Ranges of employees to export
Tick box to include terminations
Tick box to print totals only (no details per employee)
Tick box to print employee information per page
Enter the month start and end range to print (if different from default selections)
Tick box to include centsin the amounts printed
Tick box to print the Tax Reconciliation Report
NOTE:
The Tax Reconciliation Report shows taxable and tax-deductible items that influence the tax calculation. This report also indicates when users made manual adjustments during the year.
Field selection for report
Select fields to print on the report:
Earnings
Deductions
Company Contributions
Perks
Hours and/or Shifts
Tick the box if you want to group fields
TIP:
Grouping fields allows you to combine fields on the report. You'll define group names and select fields to combine when selecting this option.
Click Continue.
If you chose to print cents, acknowledge the onscreen message.
Click Yes to confirm your selections are correct.
The report generates in the selected output method.