If you wish to run reports in the Analysis section covering multiple tax years, you can switch tax years using the icon at the top of the page next to the employer name. 

Click on the tax year you are currently viewing and then choose another tax year from the dropdown list.

In the Analysis section, run the required report with the desired parameters within that tax year.

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.
 

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.
 

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.

FAQs

Q. We have both monthly and weekly pay periods. In the Analysis section, can I make Weekly the default period?

A. Yes. The default period in the Analysis section is based on the “Typical Pay Frequency” set in your employer details.

To make Weekly the default:

1. Go to: Employer menu
2. Open the Typical Employees tab
3. Find Typical Pay Frequency
4. Select Weekly

Once updated, the default period for reports under the Analysis menu will be weekly instead of monthly.

Q. Can BrightPay calculate holiday pay using a 52-week average, and if so, where in the annual leave calculation method settings?

A. BrightPay cannot calculate holiday pay for users, but you can use BrightPay reporting to get the data across multiple tax years in order to get 52 week average. Using the multiple tax year reporting, select the dates for the 52 weeks you wish to use. Under the 'Include' section > click on 'totals' and the aggregates field options will appear, tick average then run the report. Reports can all be exported into csv file format.