Report Writer (Building Custom Reports)

How to create reports in the Payroll Report Writer.

OVERVIEW

Report Writer is a reporting tool in Namely Payroll that provides the ability to create custom reports containing employee-level information.

ACCESSING REPORT WRITER

To access Report Writer:

1. In Payroll, click Reports.

2. Select Report Writer.

CREATING A CUSTOM REPORT

To create a report with Report Writer:

1. Click Add.

2. Select a Template.

• Template options available are: Demographic, Bank, Deduction, Wage, Billing, Beneficiary, Pending Plan, Life Event & Enrollment

3. Enter a Report Name.

4. Enter a report Description (optional).

5. Click Save. 

You can filter reports using the following fields: 

• As of Date

• Branch

• Department

• Active or/and Terminated Employees

• Class

• Division

To select custom fields:

1. Select the data fields to include in your report from the Available Fields section.

2. With the field highlighted, click the right arrow to move it into the Report Columns section.

3. Click Generate Report.

To export your report click Export to Excel.