We are pleased to introduce Report Packages, a new feature designed to simplify and streamline your work with monthly reports. Instead of manually exporting one report at a time, you can now gather all your most important reports in a single package that can be exported with one click.
How the Feature Works
Report Packages was created to save time and reduce the risk of errors. You create a package, give it a name, and add the reports you need. This is especially useful for payroll service bureaus that have a significant need to export multiple reports each month, such as payroll lists, vacation liability reports, and bank lists. Once the package is created, you can export all reports at once with a single click.
Here’s how to create a Report Package:
-
In your Report Packages view, click the New icon in the toolbar.
-
Give your package a name.
-
Use the add/remove list to search for and add reports to your package. You can add multiple rows of the same report. For a report created in the Report Generator to be added to a report package, the Use in report packages checkbox must be selected under the sharing settings.
-
For each report you add, you can make specific selections. These selections are saved for that particular report within the package.
-
When you're finished, click the Save icon in the toolbar to save the entire package.
Export Your Reports with Custom Settings
When you want to export the reports, click the Download button in the toolbar. Here you can choose to download the reports in different file formats, such as PDF or Excel. For each individual report in your package, you can also customize the settings:
-
File name: You can specify a unique file name for each report. If you don't provide a name, the report's default name will be used.
-
Add company number: A checkbox that automatically adds the company number before the file name.
-
Add print date: A checkbox that adds the print date to the end of the file name.
The file name is previewed so you can see what it will look like, for example: 123 Report Name 20250826.pdf.
Important Information About the Beta Version
Report Packages is marked with the text (Beta) to indicate that the feature is still under development. We continue to work on new features and improvements based on user feedback.
By using the beta version, you have the opportunity to influence its future development. When working in the Report Packages view, you may be asked for your opinion on the new feature and have the opportunity to submit suggestions for improvements. We encourage you to share your feedback and ideas.
