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Create a custom payroll report

How to create and preview a custom payroll report in Sage Payroll and HR. Use custom reports to display payroll information based on selected fields, groups, and filters.

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Written by Kombie Makhubele

Custom reports allow you to build reports that meet your business requirements. Before creating the report, identify the fields, groups, and filters you want to include to ensure the report returns the required information.


Create and preview the report

  1. Select Reports and then select the Payroll tab.

  2. Select Create custom report.

  3. Enter the Report name, Report description, and Occurrence.

  4. Select Next.

  5. Add the required reporting fields from Available fields by using the arrow buttons.

  6. Select the required groups and filters.

  7. Select Create and Preview.

  8. Review the report displayed on screen.

  9. Select Export to Excel.

  10. Select Finish.

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