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.

Access the Reports and Maintenance Menu

1. From the Company Listing screen, access your payroll company.
2. From the Main Menu, go to Reports.
3. Select Reports and Maintenance.
4. Locate the report 12 Months on the Reports 1-200 tab.
5. Double-click on the report to run.

Report selections

1. Choose Output Selection to create the report:
   • 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 
2. Click Continue.
3. 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 cents in the amounts printed
   • Tick box to print the Tax Reconciliation Report

Field selection for report

1. 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 

2. Click Continue.
3. If you chose to print cents, acknowledge the onscreen message.
4. Click Yes to confirm your selections are correct.
5. The report generates in the selected output method.
6. Choose to print or download the report.
7. Select Finish to return to the Reports and Maintenance menu.