greytHR Help
Get Started - greytHR Admin Portal
Highlights of the Month - Admin
Employee Lifecycle Management
Performance Management
Payroll Management
Leave Management
Attendance Management
Workflow
Reports
đź“„ Generate and download the reports
đź“„ View recently generated reports
đź“„ Create custom reports using Query Builder
đź“„ Generate Split Shift report using Query Builder
Expense Claim
Assets Management
Integrations with greytHR
DataShare Hub
Know more about greytHR
General Settings
Employee Settings
Payroll Settings
Leave Settings
Attendance Settings
Helpdesk Settings
greytHR Admin portal→
Reports

Generate and download the reports

Updated in March- 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 your time by giving you access to your favorite reports separately.

To view the Reports Gallery page, click Reports > Reports Gallery.

Generate a report

Let us understand how to generate a report using the Payroll JV report. To generate the Payroll JV report, perform the following actions:

  1. On the Reports Gallery page, using the search search box, search for Payroll JV. The form opens.

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

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

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

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

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

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

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

  9. Click Options to customize the report.

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

  11. Click Generate to generate the Payroll JV report.

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

Other related links:

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.