Expense Data Report
Summary
This guide provides instructions for generating a payroll report using the expense data template in Plumm HR's admin panel. Learn how to create a custom payroll report with ease.
In this article
- Before you begin
- Step 1: Navigate to the Reports Page
- Step 2: Add a Report
- Step 3: Select the Payroll Template
- Step 4: Choose Expense Data
- Step 5: Enter Report Details
- Step 6: Save the Report
- Frequently Asked Questions (FAQ)
Before you begin
- Ensure you have admin access to the Reports section in Plumm HR.
- You must have the necessary permissions to create payroll reports.
- Familiarise yourself with the expense data you wish to include in your report.
Step 1. Navigate to the Reports Page
- Log in to your Plumm HR admin account.
- From the dashboard, navigate to the Reports page.
Step 2. Add a Report
- On the Reports page, click on Add Report in the top-right corner.
- From the dropdown menu, select Select Template.
Step 3. Select the Payroll Template
- In the Select Template window, choose the Payroll Template.
Step 4. Choose Expense Data
- From the list of available fields, click on Expense Data.
Step 5: Enter Report Details
- Click Next to proceed to the Overview section.
- Review the report preview, and once satisfied, click Next again.
Step 6: Save the Report
- Enter a Name and Description for your payroll report.
- Once you’ve filled in the details, click Save to create your payroll report.
Frequently Asked Questions (FAQ)
1.Can I create a report using multiple data fields?
Yes, you can select additional data fields such as Payroll Data or Payroll Cycle Data if needed.
2. Can I edit or delete the report after saving it?
Yes, once saved, you can edit or delete your payroll report from the Reports section.
3.What should I do if I cannot access the Reports page?
Ensure you have the necessary permissions. If you don't, contact your system administrator for help.
4.What if I cannot find the Payroll Template?
If the Payroll Template is not visible, check your permissions or reach out to your system administrator.