To view any of the reports on screen, simply click on the report of your choice. To run the report without making any changes to the default parameters, select 'Run Report' at the bottom of the screen.

To make changes to the default parameters of a report before viewing:
 

1) Under the 'Schedule' section, choose the pay schedule or tax period you wish to run the report using the drop down menu. Any pay schedule that is set up in the Payroll section can be selected, ie weekly, fortnightly, monthly, etc. You can also choose to run the report in tax weeks, tax months or for the tax year.

2) Under the ‘Periods’ section, choose the period or periods you wish to run the report for using the drop down menus.

 

3) Select whether you wish to report on ‘Employees’, Department totals’ or ‘Both employees and department totals’.

 

4) Next, indicate any of the further options you wish to include in the report.

 

5) Under the ‘Employees’ section, select which employees you wish to include in the report by clicking the 'Add/Remove' button. To save your selection, click 'OK'. Alternatively, click on the 'Edit' button while hovering over an employee’s name for further selection options.

• If you want to run a report for a specific employee for one or more periods (ie to get a total for that employee for a tax year, choose 'Add/remove employees' > 'Select None' and then re-select the employee for the report.
   

6) Under the ‘Columns’ section, select the information you would like to include in your report by clicking the 'Add/Remove' button. To clear the current settings, simply click ‘None’ at the top of the screen to begin again. To save your selection, click 'OK'.

 

7) To re-order the fields selected, simply drag each field to the position required. More ordering options can be found by clicking on the 'Edit' button while hovering over a particular field.

 

8) Once you have chosen your report parameters, simply click 'Run Report' to view.

If you wish to view details on how to create your own custom report click here
 

Please Note: The Analysis function also allows for more than one report to be opened and viewed at the same time. This can be done by continuing to select the reports desired from the menu toolbar.

If a report is failing to run after a time, clear the caches/cookies on the web browser. 

If you see 'Operation timed out' message, it may be due to the amount of data that is being run within the one report that is causing this issue. Ie, the number pay / field elements on the report, the number of employees or the amount of periods is too many.
If it is only happening to one report, try to adjust the number of periods or reduce the number of elements on the report.

Custom pay elements not appearing in the payroll summary columns

Only BrightPay's standard preset pay elements can be added as columns in the Payroll Summary view — custom pay elements that you have created yourself will not appear in the Add/Remove Columns option. To report on a custom pay element across multiple employees, use the Analysis section instead: go to Analysis > select the relevant pay element and run the report for your chosen period.

Note: custom pay elements must be set up in BrightPay before they can be added to a payslip. If a pay element is not appearing where expected, check that it has been created under the relevant setup section before looking to add it to the payroll summary or payslip.

There is no dedicated report for exporting hourly pay rates, however you can add hourly rate as a column to any report in the Analysis section. To do this, open a finalised period and go to Analysis. Run any report and select Add/Remove Columns. Under the Period section, select Hourly Rate to add it to the report, then run the report as normal.

There is no dedicated 'length in service' report, however within the 'Employee Details' report the field 'Start Date' is present. You can run this report to get all employees' start dates.

Q. How do I see the actual amount of employer's National Insurance (NIC) for each employee for the year? 

A. Use the Payroll Summary Report in BrightPay's Analysis section. This report breaks down employer's NIC by employee and by period. 

How to generate the report: 

1. Go to Analysis > Payroll Summary Report
2. Select your pay periods: - Select your start period, ie week or month 1 (or the period you want to start from) - select your end period; BrightPay will default to the last period that was finalised but you can select any final period you want to include
3. Click Run Report

What the report shows:

Period-by-period breakdown; Employer's NI for each employee in each pay period (weekly, monthly, or your pay frequency). You can see NI contribution amounts for individual employees This gives you a complete view of employer's NI costs by employee and by time period.

Period totals; Total employer's NI for all employees for each period

Annual total; Total employer's NI for each employee for the entire year (or the period range you selected)

Alternatively, if you need a different format, you can create a custom new report in the Analysis section.