Step 1:Navigate to the Reports Section
- Start by clicking on the Reports option in the left-hand side menu. This will open a list of available reports.
Step 2:Select the Payroll Report
- In the Reports section, find and click on the Payroll Report option. This will open the payroll report interface.
Step 3: Apply Filters
- To narrow down the report data, click on the Filter icon at the top of the payroll report page.
Step 4: Set Filter Conditions
- You will be presented with options to set filters. Start by selecting a Field from the dropdown that you want to filter the report by (e.g., department, date, etc.).
- Next, choose the Condition (e.g., equals, greater than, etc.) that best suits your filtering needs.
- Enter the Query value that you want to filter by (e.g., a specific department name, date range, etc.).
- If you need to add more conditions, you can choose an Operation (e.g., AND, OR) to combine multiple filters.
- To add another filter, click on the Add Filter icon.
Step 5: Customize Columns
- If you want to customize which columns appear in your report, click on the Settings icon next to the Filter icon.
- In the Columns Preferences section, select or deselect the columns you want to include in the report.
Step 6:Generate the Report
- After setting up your filters and columns, proceed to generate the report. Review the data and make any necessary adjustments to the filters or column selections if needed.
This guide should help you efficiently generate a customized payroll report by using the filtering options provided.