How do I generate listing and payroll reports?

Modified on Fri, 7 Nov at 4:14 PM

Cintra iQ allows you to create and manage your own reports from within the Cintra iQ system. Once created, the reports are then available at the bottom right of Cintra iQ and can be used whenever required. You can create either a Listing or Payroll report definition to suit your needs.

Generally, the differences between a listing report and a payroll report are:

Listing report

Multiple rows of data per employee.
Filter applies to either records and/or data.

Payroll report

Single row of data per employee per pay period.
Filter applies to data only.
Running the report.

Go to Cintra iQ:

Lower right-hand corner> Reports> Reports window
Menu bar> Definitions> Reporting> Reports> Reports window

TABLE OF CONTENTS

Listing report: definition and example
Payroll report: definition and example
Generating/running a listing report
- To assign data
- To embed a record filter
Generating/running a payroll report

Listing report: definition and example

Listing reports produce a list of all the data selected when the report is created.

For example: to see a report on every period of sickness an employee has had, you can create a Listing report definition to show all periods of sickness belonging to that employment record.

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When creating the Listing report definition, you can:

Assign the data on which to base the report.
Format individual columns (optional).
Sort columns (optional).
Format printing options (optional).
Filter by record and data.

Payroll report: definition and example

Payroll reports let you report cash values on one or more pay periods. When you run a Payroll report, you can choose to only view data from specific payroll(s) and period(s).

For example: if I wanted to see a report on the net pay of every employee within the company, I would create a Payroll report definition to show all periods of net pay belonging to that employment record.

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When creating the Payroll report definition, you can:

Identify the payslip data on which to base the report. For more information, see the Payroll Listing tab.
Format individual columns (optional). For more information, see the Field Details tab.
Sort columns (optional).
Format printing options (optional).
Filter by data.

Generating/running a listing report

Navigate to the Reports window.
Highlight a Listing report.
Click the Run button. The Filter Historic Records window appears.
Select either the All, As At, or Between criteria to Filter Historic Records. The Filter details are displayed below the selection, for your review.
Click the OK button. The report is generated.
Continue to process the report's output.

You can embed a filter in the Listing report to include or exclude data when the report is run. The system will search for records that contain the Fieldname data but not show the actual data unless it is already selected in the Listing Definition tab.

For example: I want to filter all the employees in the Department Headcount report who have a next of kin. Once the report is generated, I can go into the Contact Information form of the employee's personnel record to check the next of kin.

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Note: Before you begin, turn off any filters that have already been applied to the report. Because, if a record filter is embedded in the report, it overrides any record filter that is already applied to the Navigator.

To assign data

Navigate to either the ListDefinition tab or Payroll Listing tab.
Go to iQ: Reports window> New button> Report Type: Listing Report> Create Listing Report Definition window OR Reports window> New button> Report Type: Payroll Report> Create Payroll Report Definition window
Enter the Titleof the report.
- The report cannot be saved unless you enter a title.
Select the Category you wish to assign the report.
- If no category is selected, the report automatically appears in the Uncategorised category.
Select the desired field in the Available Fields pane.
- The field selection for periodic information can be taken from the Payslip form. It allows you to report on exactly what was in the pay period and includes Starter and Leaver indicators.

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Click the Add > button. The field name appears in the Selected Fields pane.
Repeat the process as many times as desired using either the Add> or Insert> buttons.
Save and run the report.

To embed a record filter

From the Available Filters pane in the Record Filters tab, select the desired filter.
- These filters were already created in the Filters module. For more information, see Filters.
Add it to either the Include records belonging to All of: or Exclude records belonging to ANY of: panes.
Click the OK button. The filter is now saved and embedded. It will activate when the report is run.

Generating/running a payroll report

Navigate to the Reports window.
Highlight a Payroll report.
Click the Run button. The Payroll Report window appears showing a list of your company's payrolls
Select one or more payrolls and a reporting period.

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Report figures as at a date: Select this option to enter the relevant payroll pay period in which the date falls. It displays the current period values in the pay period.
Report figures for pay dates between: By default, the period values are summed and year to date values display as at the last period in the range.
Report figures for accounting periods: It works in the same way as Report figures for pay dates between except that Cintra iQ uses the payroll periods in the accounting period instead of the periods falling between the two selected dates.

Click Next. Now you must confirm which payroll(s) you are reporting on, then
Click Next. You can now select whether to report on all employees in the payroll, or on specific / multiple employees.
Click Run to create the report.