Custom Reports: Payroll

During your onboarding journey we will help create your Payroll report. This uses our Custom Report capabilities which provides the flexibility to manage exactly what data is exported as well as how it is exported.

Creating a custom report

Login to Tātou and navigate to Reporting > Reports > Custom Reports then select + ADD

Choosing your set up:

1. Name
   A clear title for yourself and your team

2. Report type
   The report type determines what the underlying data is that you’re reporting on. This article refers to ‘Payroll’ types which includes more options such as summary rows.
   Want to build a custom ‘Timesheet’ report? Click here.

3. Description
   Supporting detail for yourself and your team to understand the report purpose or usage

4. Show column titles
   Includes your columns titles in row one of your report

5. Condense timesheets
   This compacts all hourly timesheets into one line. This is generally used in combination with an ‘Ordinary Hours’ and ‘Overtime Hours’ summary row (see below). Please note: contract timesheets remain uncondensed due to the significant variation between rates

6. Filter jobs by status
   Only include timesheets where the job has this status. This lets you only report on timesheets that have been approved. Please note: that summary rows will be based on all synced jobs, regardless of this setting. For instance top-ups and paid breaks will be calculated based on all jobs worked.

7. Split contract timesheets
   Creates two rows for each contract timesheet, so units worked can be separated from hours worked. This is generally used with custom logic, so if you want to know more, please contact support@tatou.app

Payroll (Legacy) report type performs calculations for the date range you have selected, if this does not match your payroll period then results will be inaccurate and not match job costs.

Adding columns

These are the columns that make up your report’s output. Each column has a name and a type. The column type determines what data you want in this column. There are a lot of types, and they all have a description of how they work.

Custom Logic is an advanced column type, so if you cannot find a column type that suits your requirements, please contact support@tatou.app and we can help get this working for you.

Adding pay summary rows

Only available in Payroll Reports, these are extra rows that will be included for each Pay Employee. This is how you can include a top-up summary, overtime hours, and many others.

For each summary row, you may wish to add custom text to identify each summary row. For instance to create a summay row for top-ups:

1. Select ‘Top-up’ as the summary row type

2. Click ‘Add column value’

3. Select the column (from your custom report’s columns) you wish to add custom text to

4. Enter the custom text into the ‘Value’ field.

5. Click ‘Save’ to close the modal

6. Click ‘Save changes’ to update your report

Running a custom report

Active Custom Reports are shown in your Report Type dropdown when running a report. You can run these just like any of our standard reports, and apply filters as needed.

Please note that some reports require elevated permissions (eg Payroll reports requires you to have the Payroll permission), so you may not see all reports available in your Organisation.

Getting stuck with Custom Reports, or have any questions? Get in touch with the team at support@tatou.app and we’ll help you get it sorted.