Watch How to Create a Report in BrightPay Video Tutorial

Learn step-by-step how to create a customised payroll report in BrightPay using the Analysis tab and save it as a reusable template. This tutorial walks you through choosing pay schedules and periods, selecting employees or departments, configuring columns, and saving your setup so you can quickly run the same report in future. In this video, you’ll learn how to: • Access the reporting function from the Analysis tab to build a custom report • Create a new report, name it, and select the relevant pay schedule • Choose the period or multiple periods you want to include using the drop-down menus • Decide whether to report on employees, departments, or combined totals • Add or remove employees from the report, and use the Edit options for more granular selection • Configure the Columns section by adding or removing data fields, clearing settings, and reordering columns via drag-and-drop • Use additional ordering options by editing individual column settings • Run the report to view the results and then save it as a template with Save as Template • Locate and reuse your saved report templates via the 'More drop-down' menu on the menu bar If you manage payroll with BrightPay, this video will help you design tailored reports, streamline recurring reporting tasks, and build a library of reusable templates for analysis and compliance. For more BrightPay tutorials and payroll guides, subscribe to the channel and explore our related videos on processing payroll, managing pay periods, and generating payroll reports.