To access the Reporting function, click 'Analysis'.

 

A number of pre-set reports have already been set up for your use and can be found within the Saved Reports section in the menu toolbar.

Some of the saved reports display in the toolbar while others can be found by selecting "More".

These saved reports represent the most common CIS reports generally used. The default reports that appear in the toolbar consist of:

 

• CIS Summary
• Daily Pay
• Hourly Pay
• Year to Date
   

The saved reports available under "More" consist of:

 

• Notes
• Subcontractor Contact Details
• Subcontractor Payment Details

Manage Reports

In here you will have two tabs - Custom Report Templates and Built-In Report Templates. 

This utility allows you to manage saved reports. Here you can indicate whether a report is to show in the menu toolbar or within the 'More' menu.

Note: If the period that you want to run a report on is not showing, check that the payments have been finalised for that period. The reports in the Analysis section will only appear when payments have been finalised.