How Do I Run a Departmental Analysis Report?

The Departmental Analysis report shows pay totals for a chosen date range, broken down by department. Departments must be set up and employees assigned to them before the report will show meaningful data. See How Do I Setup Departments? for instructions.

In the Desktop App

1. Click Reports in the main navigation.
2. Under the Pay section, click Departmental Analysis.
3. Set the Start Date and End Date for the report.
4. Tick Include Super? (AU) or Include KiwiSaver (Employer)? (NZ) if you want employer superannuation or KiwiSaver contributions included in the totals.
5. Tick Use Processed Date? if you want pays filtered by the date they were processed rather than the pay end date.
6. Click OK to generate the report.

In the Online (Web/Mobile) App

1. Go to Reports in the main navigation.
2. Under the Pay category, select Departmental Report.
3. Set the Start Date and End Date.
4. Toggle Include Super? on if you want superannuation or KiwiSaver employer contributions included.
5. Toggle Use Processed Date? on if you want pays filtered by processed date rather than pay end date.
6. Click Generate Report. The report opens as a PDF preview.

Once the report is generated you can Download PDF, Export CSV, or Email Report to send the report as a PDF attachment to one or more email addresses.