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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

  1. Log in to your Plumm HR admin account.
  2. From the dashboard, navigate to the Reports page.

Step 2. Add a Report

  1. On the Reports page, click on Add Report in the top-right corner.
  2. From the dropdown menu, select Select Template.

Step 3. Select the Payroll Template

  1. In the Select Template window, choose the Payroll Template.

Step 4. Choose Expense Data

  1. From the list of available fields, click on Expense Data.

Step 5: Enter Report Details

  1. Click Next to proceed to the Overview section.
  2. Review the report preview, and once satisfied, click Next again.

Step 6: Save the Report

  1. Enter a Name and Description for your payroll report.
  2. 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.