Create Reports

Summary

In this article

• Before you begin
• Step 1: Navigate to the Reports page
• Step 2: Add a new report
• Step 3: Select payroll fields
• Step 4: Download email audit logs
• Step 5: Save the report
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have admin access to the Plumm platform to create reports.
• You will need access to the Reports section in the admin panel.

Step 1. Navigate to the Reports page

1. Log in to your Plumm admin account.
2. Go to the Reports section from the main dashboard.

Step 2. Add a new report

1. Click the "Add Report" button.
2. Select the "Create Report" option.

Step 3. Select payroll fields

1. In the dropdown menu, choose the "Payroll" option.
2. Select the following fields for your report:
   • Schedule Name
   • Income
   • Payee Tax
   • Employee NI
   • Employer NI
   • Student Loans
   • Postgrad Loans
   • Employee Pension

Step 4. View the report overview

1. Click "Next" to proceed to the report overview.
2. Review the data and ensure everything is correct.

Step 5. Save the report

1. Click "Next" to move to the save page.
2. Enter a name and description for your report.
3. Click "Save" to finalize the creation of your report.

Frequently Asked Questions (FAQ)

1.What if I make an error when selecting payroll fields?

Yes, you can create reports for various data types depending on your role and permissions within the platform.

3.How can I view or edit an existing report?