Employer Portal - Reports

The Reports page displays the payroll reports that you have saved within the Analysis section of your BrightPay employer file. 


Accessing Reports

1) Simply click on the report you wish to access. 

2) Select the parameters you require for the report and click 'Run Report'.

The report selected will now be displayed on screen. 

3) To modify the report, click 'Modify' and amend the report parameters.


4) To export the report to PDF or CSV, click 'Export' followed by 'Download as PDF' or 'Download as CSV'.  



Uploading a New Report from BrightPay

 

To upload a new report to BrightPay Connect from within your BrightPay employer file:

 

1) Generate the report you require within the Analysis section of BrightPay.

2) Click 'Save' on the menu bar. 

3) Enter the Report Name of your choosing and set the parameters required.

4) Tick the box to indicate that you wish 'to show this report on the BrightPay Connect employer dashboard'.

5) Click 'Save'.

 

This report will subsequently be uploaded into BrightPay Connect the next time the employer file synchronises.

 

 

Removing a Report from BrightPay Connect

 

1) Open the employer file within your BrightPay software.

2) Click into 'Analysis' and select 'Manage Reports'.

3) Under 'BrightPay Connect', untick to 'Show on employer dashboard'.



The report will subsequently be removed from the Employer Portal in BrightPay Connect on the next synchronisation.

 

Need help? Support is available at 0345 9390019 or support@brightpay.co.uk.

BrightPay Licence Terms and ConditionsCoronavirus (Covid-19) - Guidance for BrightPay usersImportant Information for Mac UsersBureau Enhancements - Useful Functionality for Bureau Licence HoldersInstalling BrightPayOrdering for The New Tax YearImporting From The Previous Tax YearMoving to BrightPay from another payroll softwareEmployer DetailsEmployee DetailsCoding NoticesPayroll CalendarProcessing PayrollImporting Pay Data using CSV FileRTICommon HMRC Error MessagesAnalysisPayroll JournalsHMRC PaymentsMaking Corrections to PayrollScheduling Future PaymentsSwitching an Employee's Pay FrequencyDirectorsStartersLeaversStudent Loan DeductionsPostgraduate Loan DeductionsStatutory PaymentsAttachment of EarningsExpenses & BenefitsPensions (outside of Automatic Enrolment)Payroll GivingYear EndRates & Thresholds at a GlanceTaxNational InsuranceNational Minimum/Living WageMileage Allowance Payments (MAPs)Employment AllowanceApprenticeship LevyTermination Awards & Sporting TestimonialsOff-Payroll Working in the Public SectorGender Pay Gap ReportingLeave Reporting & Employee CalendarAnnual LeavePayslip TranslationsBacking Up/Restoring Your PayrollConstruction Industry Scheme (CIS)Automatic EnrolmentBrightPay ConnectGDPR