Introduction

Here we can define and run report groups with many payrolls and outputs. The Run Group page (above) will be displayed after going to Reporting > Group Reporting.

Creating/Editing a Report Group

Click the Manage Groups button, then the Create Group button to create a new group.

1. Enter a Name
2. Enter a Description (optional)
3. Click the Payrolls tab
4. Select all required Payrolls using the arrow button to add
5. Click the Report Definitions tab
6. Select all required Reports using the arrow button to add
7. Click the Save Group button
8. Click the Outputs tab
9. Select the All reports within this group option
10. Click the Select button

At this point, we may add File, Print or Email outputs. It's possible to enter any number of outputs for each type.

To add a File output:

1. Click the Add file output button
2. The File Path will default to the company name code. Leave this as is.
3. Select an Export Type
4. Check Send To Client Portal if required and optionally check Zip Files and enter a Zip Password. 
   
   1. If sending to the Client Portal, a payroll must exist on the Client Portal with a standard folder structure for the current period of the payroll.
5. Click the Ok button
6. Click the Save group button

To add a Print output:

1. Click the Add printer output button
2. Select a Printer
3. Select a Number of Copies
   
4. Click the Ok button
5. Click the Save group button

To add an Email output:

1. Click the Add email output button
2. Click the Add Address button
3. Enter an Email Address
4. Repeat steps 2 and 3 as required
5. Check the Use company email if required. This is optional.
6. Check Zip Email Attachments if required and enter a Zip Password
7. Select an Export Type
   
8. Click the Ok button
9. Click the Save group button

To edit a group, click the Edit button and go through the steps above.

An overview of a group can be seen by clicking the Group name in the Manage Groups list.

Running a Report Group

Click the Run Group button, then click the Run button for the required group. It's possible to use the Search box at the top right to help find the required group. An overview of a group can be seen by clicking the Group name in the Run Group list.

Optionally, click the Override Email button to add email(s) for this run in addition to those defined for the group. If required, check the Replace Existing check box to replace all emails defined in the report group with those entered for this run. 

Check all required payrolls to run, then click the Run button.

The results screen will be displayed. Click the Group Name to see more detail on how each output of the group is progressing.

Running Without Creating a Group

A single use group may be created and run by clicking the Run Reports button.

1. Select a Payroll
2. Select an Export Type
3. Optionally check ZIP and enter a Zip Password
4. Select a Printer and Print Copies if required
5. Enter an Email if required
6. Check File System if required
7. Check Send To Client Portal if required
8. Select one or more reports and add to the Selected Reports by clicking the right arrow button
9. Click the Run Reports button