Example: Payroll Balances for Organization

This example illustrates 1 way that you can create an advanced report to view earning and deduction payroll balances for an organization. You want to review the month-to-date payroll balances.

Security: Custom Report Creation
domain in the System functional area.

Access the

Create Custom Report

task.

Enter these values:

Option	Description
Report Name	Payroll Balances for Organization
Report Type	Advanced
Optimized for Performance	Cleared
Data Source	Earning/Deduction Payroll Balances for Organization

Click

Confirm that the

Data Source Type

is Standard
and

Primary Business Object

is Payroll Result Line
.

On the

Columns

tab, enter these values:

Business Object	Field	Column Heading Override	Options
Payroll Result Line	Period
Payroll Result Line	Payroll Calculation
Payroll Result Line	Pay Balance Amount for Balance Period 1
Payroll Result Line	~Worker~

On the

Prompts

tab, from the

Runtime Date Prompts

section, consider:

Option	Description
Effective Date	Use date and time at runtime
Entry Date	Use date and time at runtime
Display Prompt Values in Subtitle	Select the check box.

Enter these values on the

Prompt Defaults

grid:

Field	Default Type	Required
Organization	No default value	Selected
Balance Period 1	No default value	Selected
As Of	No default value	Selected
Earnings/Deductions	No default value
Reference Period for Balance	No default value
~Terminated~ ~Workers~ From Date	No default value
Include Subordinate Organizations	No default value
Separate Balances by Company	No default value
Separate Balances by Pay Group	No default value
Period Date Indicator	No default value
Include Results Processed by	No default value

When you run the report, using:

A date calculation for Balance Period 1
, you should enter the As of
date to view the relevant dates. Select a balance period with a reporting only date calculation such as MTD - Current calendar (Based on Payment Date) for Reporting Only.

A period calculation for Balance Period 1
, you should enter the Reference Period
to view the closest relevant dates.

On the

Output

tab, select Table
from the

Output Type

prompt.

On the

tab, select the Share with specific authorized groups and users
option.

Select Payroll Administrator
and Payroll Partner
from the

Authorized Groups

prompt.

Make sure that the Payroll Administrator and Payroll Partner user groups have security access to the Reports: Pay Calculation Results for Pay Group (Results)
domain in the Core Payroll functional area.

Click