Custom Report Requests, Modifications, and Bugs

This article details the steps to follow to complete the Custom Report Order Form for any new Custom Report requests or modifications.

Once you've completed the order form contained in this article, please visit the Project Services Portal in the Help Community to begin your project.

Custom Report requests should be made in the Project Services portal - however - all orders should also include a completed Custom Report Order Form (click to download).
 

This article explains how to fill out the order form and submit your request successfully.  

 

Report Details

The first tab on the order form is the Report Details tab. This tab allows you to provide basic details about your report. Make sure to provide as much detail as possible about the specifications of your report. This will be used to define the scope of work, so any missing details will not be included in the final product. Any modification requests made after your report is built will need to follow this same process and will be subject to a fee.  

The Other Comments section can be used to add any additional details not already asked (e.g. First two rows should be blank. There should be a Totals row at the bottom for columns A, B, and E.)
 

Report Mapping

You'll enter the fields and headers in the order they should appear on your report on this tab. Make sure to provide an employee’s name and Employee ID at the top right corner, which is used to populate Example Employee Data field. 

The Field Description section should specify how the field should be populated or calculated. Make sure to reference the fields and/or data points in Namely Payroll used in the calculation and provide as much detail as possible. You can also mention the exact field in Namely Payroll the field references (e.g. Employee SSN, Employee Address 1 & Employee Address 2 & Home City, Home State, Home Zip, etc).

Any terminology should be defined in basic terms. For example, if a field should only include “Supplemental Wages,” you should define what you mean by “Supplemental Wages.” It could mean any wages other than the employees regular wages or even “just bonuses and commissions.” The information on this tab will be used to auto-populate the example template on the Report Template Tab for your review. 

If the field requires a specific format, please note it in the Format section. For example, if the field is a dollar amount you can say, “Dollar amount with two decimal places.” 

The Other Comment section allows you to relay other information about the field that we should be aware of. 

Enter data as it should appear on the report using existing data for an employe already in Namely Payroll. This will auto-populate data reflected on the Report Template tab for your review.
 

Report Template

Do not make any direct changes to this tab. This tab is automatically populated based on the information entered on the Report Mapping tab and provides a preview of the report. You can make any edits you need to make on the Report Mapping tab.
 

Report Example

If you'd like to provide a sample report to help direct and advise our consultant with your request, you can copy and paste it into this tab for reference. It should ideally look identical to what is created on the Reports Template tab.
 

Submitting The Request

Once your form has been completed, you can submit it to us via the Project Services Catalog. Select the Custom Report or Custom Report Modification option to submit your request. The Project Services Catalog can always be accessed via the Other Resources tab in the Help Community.  

Once your request has been submitted, someone from our Professional Services team will reach out to you to confirm your order and will use your order form to complete the build. Custom Report builds and modifications can take up to four weeks to complete.
 

Fields Supported in Custom Report

Only data available and visible in Namely Payroll can be pulled into a custom report. This includes any data in an employee’s Namely Payroll profile, the Company tab, or within a pay cycle.

NOTE: There are four custom fields in the employee’s Namely Payroll Profile under the General tab which can be populated with data and pulled into reports.

Data housed in Namely HRIS such as PTO balances or any custom HRIS fields cannot be included in custom reports. 

Fields with logical based values using data points in Namely Payroll can also be used. For example, you can enter, “If the employee’s gross wages are greater than $2000, enter “Y” for this field,” in the Field Description section. Additionally, fields can be defaulted to a specific value such as “blank”, the check date, or “1234.”
 

Reporting a Bug with your Custom Report

If the custom report is not working as expected and outside of the original scope in which it was created, submit a case within the Help Community. The Service Team will route it to the Data Services Team to review and fix it as no cost. Any unexpected behavior that causes the report not to work according to the original scope of work will be considered a bug. If the report is working as expected but you would like to make any updates, it will be considered as a modification.