Excel Reporting in Sage Partner Payroll

 The Excel Reporting Module lets you utilise the power of Microsoft Excel for reporting purposes.

Excel Reporting Module Overview

The Excel Reporting Module does two main things for you:

  • It creates base data in Excel right out of your payroll system that is as accurate and as up to date as possible.
  • It provides you with useful reports and analyses as an optional starting point.

By extracting the data into a worksheet, Excel Reporting lets you work with the data outside of the payroll system, where you can manipulate it at your leisure. To do this, Excel Reporting makes extensive use of workbooks. This allows you to:

  • Separate data from reports
  • Generate multiple reports in a single worksheet

This makes your management workflow efficient and easy to control.

Once the data is in an Excel worksheet, you can create new reports, analyses and graphs yourself, or you can use the tools supplied with Excel Reporting. You can use these tools as is, or you can modify them to suit your requirements.

Excel Reporting Module Overview

The central issue is getting data into Excel so that you can manipulate it in the ways you want. That data is sitting in your payroll system. As your operators enter payroll data and generate the month-to-month reports and analyses that you require, they are also generating the base data that you need for management analysis. This type of analysis moves beyond the strictly payroll realm into the realm of advanced management, reporting and planning.

Navigation

Excel Reporting Module Overview

You can access this module in two ways:

  1. Access the View…Excel Reporting menu option and choose the function you require. excel reporting
  2. Click the Excel Reporting icon on the toolbar.

excel report tool bar

Excel Reporting Reports

Report

Summary

Annual Leave Provision Report This report shows each employee’s annual leave provision for the year.
Average Gross Annual Income This report shows the expected annual gross earnings for all employees.
Benefit Fund Listing This report shows the total medical aid, pension, provident fund income replacement policies and retirement annuity contributions per employee for the selected period.
Birthday Listing This report lists all employees and their birth dates.
Contact Details Listing This report lists all employees and their contact details captured on the Employee Masterfile.
Equity Report This report lists each employee’s Equity details as captured on the Employee Masterfile.
Gross Pay vs. Net Pay

This report displays each employee’s total net pay and gross pay for a selected period.

Headcount Report

This report lists all employees and provides an employee count for a selected period.

Job Costing Report

This report lists all employees and the values of income and company contribution transactions processed per Cost Centre and/or Job Code.

Last Increase Date Report

This report lists all employees with their latest increase details.

Last Month vs. This Month Comparison Report

This report compares transaction values per employee for the two months selected when running the report.

Leave Days Due Listing

This report lists each employee’s leave days due on the date selected.

Leave History Listing

This report displays a history of all leave transactions processed per employee within the selected date range.

Leave Last Taken Listing

This report lists all leave transactions processed per employee within the selected date range.

Leave Statistics Report

This report displays all leave information setup per employee up until the date selected.

Masterfile Details Update Report

This report displays all information available on each employee’s masterfile in pre-defined sections.

Permanent and Temporary Employee Listing

This report lists all employees and their type of employment.

Rates Report

This lists all employees and their various rates on the selected date.

Tax Method Listing per Employee

This report lists all employees and the tax methods setup on the Employee Masterfile.

Years of Service Listing

This lists employees and their years of service on the selected date.

 

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