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Reports

Generate and download the reports

Updated in September- 2024 | Subscribe to watch greytHR how-to video

Generating and downloading reports refers to the process of creating and obtaining reports from a system or software. It involves using the features or functionalities of the system to generate customized reports based on specific criteria or parameters and then downloading them in a preferred format for further analysis, sharing, or archiving purposes.

The Reports Gallery page in the greytHR Admin portal allows you to view and generate reports under various categories. You can download the reports in formats such as PDF, XLS, or Doc. All the reports are completely customizable.

The page also lets you mark the report as a favorite you frequently generate. The Favorites option saves you time by giving you separate access to your favorite reports.

To view the Reports Gallery page, navigate to Reports > Reports Gallery.

Generate a report

Let us understand this with an example of generating the Payroll JV report. To generate the Payroll JV report, perform the following actions:

  1. From the greytHR Admin portal, navigate to Reports > Reports Gallery.

  2. On the Reports Gallery page, use the search search box, and search for Payroll JV. The form opens.

  3. In the Group By section, from the Category Type dropdown list, select the required category.

  4. In the click to select values textbox available next to Category Type, enter the required value.

  5. In the Employees In section, from the Category Type dropdown list, select the required category.

  6. In the click to select values textbox available next to Category Type, enter the required value.

  7. Select the Prepare a consolidated report (no details) checkbox if required.

  8. In Employees Type, select the Active Employees/Past Employees/Both as per your requirements.

  9. In Report Type, select the Journal Voucher (JV)/Payroll Control Statement as per your requirements.

  10. Click Options to customize the report.

  11. Click Save to save the customization. The Options form closes.

  12. Click Generate to generate the Payroll JV report.

Note: You can select multiple states for whom you want to generate the report by clicking the Settings icon.

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