Custom Reports: Payroll & Payroll (Legacy)
- karen@tatou.app
Analytics
During your onboarding journey we will help create your Payroll report tailored to your payroll provider’s formatting requirements using Tātou’s Custom Reporting capabilities. This is a Custom Report based on Payroll Information.
However, some users may want to create a custom report using Payroll information for other reporting needs. After Creating a Custom Report users are redirected to Add Columns and Add Pay Summary Rows.
Adding Columns
These are the columns that make up your report’s output. Each column has a name and a type. The column type determines what data you want in this column. There are a lot of types, and they all have a description of how they work.
Custom Logic is an advanced column type, so if you cannot find a column type that suits your requirements, please contact support@tatou.app and we can help get this working for you.
Name: This is what you would like the Column to be named in the file.
Type: This defines the data that will populate in that Column. The list below shows all available values and where this information can be found in Tātou Office.
Tātou Terminology Review: Understanding a few key terms can help users determine which value Type will pull the desired information. For example:
“code” vs “name” - in some cases these could be the same depending on how the account has been set up, but generally “code” refers to a shortened code or number associated with any of the following items in Tātou:
Absences
Clients, Locations, Blocks
Tasks and Task Categories
costs - There are a lot of things that contribute to costs and subsequently “Total costs.” Understanding these values and where they appear in Tātou Office will help determine which value type is right for your report.
Adding Pay Summary Rows
Only available in Payroll Reports, these are extra rows that will be included for each Pay Employee. This is how you can include a top-up summary, overtime hours, and many others.
For each summary row, you may wish to add custom text to identify each summary row. For instance to create a summay row for top-ups:
Select ‘Top-up’ as the summary row type
Click ‘Add column value’
Select the column (from your custom report’s columns) you wish to add custom text to
Enter the custom text into the ‘Value’ field.
Click ‘Save’ to close the modal
Click ‘Save changes’ to update your report
Running a custom report
Active Custom Reports are shown in your Report Type dropdown when running a report. You can run these just like any of our standard reports, and apply filters as needed.
Please note that some reports require elevated permissions (eg Payroll reports requires you to have the Payroll permission), so you may not see all reports available in your Organisation.
Pro Tip: As you’re learning and creating custom reports, save the report then open the Report Page in a different Tab. After running the report, if you need to make any changes, navigate to the tab with your Custom Report, save, then navigate back to the Report Page Tab in your browser and all the same dates and filters will be there for you to run the report again and check the changes made.