The Archived Reports tab in Payroll displays reports that are generated when you commit pay runs.
Role feature access: Payroll > Archived Reports
The reports that get included in the Archived Reports tab are determined by pay group and its associated delivery package. You configure delivery packages in Payroll Setup > Report Output, in the Delivery Package tab, by adding them to the Reports section, and then you assign delivery packages to pay groups in Pay Setup > Pay Group, in the Delivery Packages tab.
See Delivery Packages in the Dayforce Implementation Guide.
In the Archived Reports tab, you can select the source of reports to display by Pay Period or by Pay Date Range, as illustrated in the following screenshot:
If you select the Pay Period option, you must specify each of the following:
- Pay Group: This selection list enforces pay group security and only displays those pay groups that the user has access to.
- Year: This selection list is determined by the selected pay group and only offers years in which the selected pay group has archived reports to view.
- Pay Period: This selection list is determined by the pay group and year you select, showing all committed pay runs for the selected pay group and year, including pay runs that do not have any archived reports. The number next to each pay run in the list indicates the total of Non-Voided and Voided pay runs for which there are archived reports for the selected pay period.
If you select the Pay Date Range option, specify the From date, then you can include the To date and one or more options in the Pay Group list. If you don’t select any pay groups, then all of the pay groups to which you have access are included.
Clicking Refresh loads the list of reports.
You can filter the list of archived reports by report name in the Reports column, by Source Delivery Package, and by whether the run was voided or not.
Reports are loaded by pay period, and you can click the links to load archived reports in the format in which they were originally run (for example, PDF or CSV). This can include the New Hire Export (a .dat file) if your instance is configured for it.
There are filtering options that you can use to help you locate reports, as illustrated in the following screenshot:
You can click Filter (1) to open the Filter panel. If there are no filters, you can click Add Filter (2) to select one or all of the following filters:
- Delivery Package: Select the applicable delivery packages.
- Include Voided Pay Runs: Cleared by default, so voided pay runs are included only when you select this option.
- Report Name: List of all of the standard payroll reports offered by the system.
After you have selected the filters to use, click Update, then set the source data selections again, if needed, and click Refresh.
You can also click Favorites to open a drop-down list with the option Save Filter As and Manage Favorites, as well as any favorites you have saved.
When you click Manage Favorites, a dialog box opens where you can set, edit, or clear a favorite filter to load by default.