What You Can Do

This guide shows you how to personalise your payroll reporting experience in Cintra Cloud by saving, editing, and deleting report templates. 

Key Features

Customisation - Tailor live reports by adding/removing columns, filtering, sorting, grouping, pivoting, and more

Saving - Create and save templates for easy access and reuse

Editing - Modify existing templates to adjust names, descriptions, or categories

Deletion - Remove unwanted templates from your report menu

Getting Started with Live Reports

Accessing Reports

1. Click on the 'Live Reports' tab in Cintra Cloud (How do I Access Live Reports?)
2. Select and open the report you wish to modify from the report menu
3. Make your changes - Customise the report layout and data display as needed

Saving Your Custom Template

Once you've made your desired changes to a report:

1. Step 1: Make your Modifications
   Make changes to the report as you feel necessary, as soon as you make the first change the ability to save the template will become available.
   
   
2. Step 2: Click "Save Template"
   Locate and click the "Save Template" button.
   
   
   
   
3. Step 3: Choose Your Saving Option
   You'll see different options depending on the report type:
   • Standard Report - If modifying a standard report, you can 'Save as a new template'
   • Custom Report- If modifying a previously saved custom report, you can either:
     • Overwrite the existing version by clicking 'Save update'
     • Create a new version by clicking 'Save as a new template'
       
       
       
       
4. Step 4: Confirmation
   Your changes are now saved and can be accessed anytime through the report menu.

Editing an Existing Template

1. Step 1: Locate Your Template
   In the report menu, find the template you want to edit.
   
   
2. Step 2: Click "Edit"
   Click the "Edit" link located to the right of the report name.
   
   
3. Step 3: Make Your Changes
   An edit modal will appear where you can:
   • Give your report a title
   • Select the relevant category for your report
   • Add a description for your report
   • Share the template within your organisation
     If reports are set to be shared "within organisation," everyone in your organization (both Payroll and Groups users) can see the report template.
     
     
     
4. Step 4: Save Changes
   Click the "Save" button to apply your edits.

Deleting a Template

1. Step 1: Locate Your Template
   In the report menu, find the template you want to delete.
   
   

2. Step 2: Access Edit Mode
   Click the "Edit" link located to the right of the report name.
   
   

3. Step 3: Delete the Template

   1. Click the "Delete" button within the edit modal
      
      
      

   2. Important: You'll be prompted to confirm the deletion - deleted reports cannot be recovered

   3. Confirm deletion if you're sure
      
      

4. Step 4: Confirmation
   Your report template is permanently deleted.

Best Practices

• Name Your Templates Clearly - Use descriptive names that explain what the template shows
• Add Descriptions - Include details about what the template is used for
• Organise by Category - Group similar templates together for easy access
• Regular Review - Periodically review and delete templates you no longer need
• Test Before Saving - Ensure your customisations work correctly before saving the template
  
  

Custom templates make your payroll reporting more efficient by giving you instant access to the exact data views you need most often.