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Invoice Data Report

Summary

This guide walks you through generating a payroll report in Plumm HR by selecting a predefined template and customizing it for your needs.

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 Invoice 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.
  • Familiarize yourself with the payroll 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. A dropdown menu will appear. Select Select Template.

Step 3. Select the Payroll Template

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

Step 4. Choose Invoice Data

  1. From the list of available fields, click on Invoice 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 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 payroll report for multiple data fields?

Yes, you can select additional data fields like Expense Data or Payroll Cycle Data if needed.
 

2. Can I edit or delete a report after it has been saved?

Yes, once saved, you can edit or delete your payroll report from the Reports section.

3.What if I cannot access the Reports page?

 Ensure you have the required permissions. If not, contact your system administrator for assistance.
 
 

4.What should I do if I cannot find the Payroll Template?

If the Payroll Template is not visible, check your permissions or contact your system administrator.