Transaction History Report

This report allows you to view a detailed breakdown of the historic values of the various payroll items you have used for your employees. Only items that have been used on at least one finalised payslip will be available for selection.

To download the report:

  1. Go to Reports > Transaction History Report.
  2. Select the relevant filters/options.

You can filter by Pay Point, Pay Frequency, and/or Current Status by selecting the relevant options. By default, "All" is selected.

You can also choose which Employees to include in the report. Again, by default, the "All" option is selected. If you want a report for only one or a few employees, click the Employees filter, and click None. Then, tick the names of the employees you'd like to include.

When choosing a Date Range, you can do so either by typing in the start and end dates, or by selecting them from the calendar. When selecting dates from the calendar, click a specific day after selecting a month or year.

Under the Grouping heading, tick the Group by Pay Point box to split the report by pay point.

If you filtered by Employees (see above), you can click View Selected Employees to confirm which employees will be included in the report.

If you would like to include some of the fields from the employees' Basic Info, you can do so by clicking Show next to Additional Fields, and selecting the information you need.

The final step is to select which Transactions you would like to include in the report. If you would like to include everything, click All next to the heading. You can also do this for specific item types (Income, Deduction, etc.), by clicking All next to the heading(s).

To select specific transactions, click the drop-down menu next to Transaction Filter, and select "Used by company" or "Used during selected dates". If you select the second option, the list below will change to show only payslip items that were used during the Date Range of the report.

Once you are happy with the parameters you've set, click Show Excel or Show PDF to download the report. We generally recommend using the Excel option.