Build custom reports in Console
Create custom reports in Console by selecting various payroll data fields and date ranges.
Overview
Custom reports can be built directly in Console for a wide variety of data needs. With this tool, you can select multiple fields of payroll data – employee names, payrolls, work locations, bank accounts and more – to build a report for any date range you are looking for. Some popular reports we have seen:
- Gross total payrolls by workplace city
- List of employees and their associated bank accounts
- Total company and employee taxes by employee
To generate a custom report, follow these steps:
- In Check Console - Access the Company you’d like to create a report for.
- Open the Reports Tab by clicking “Reports” in the left nav bar.
- Click the + Build Custom Report button at the top of the page.
Once you’ve selected the fields you’d like to include, you can select a date range, and then click the “Download report as CSV” button to generate the report file.
Available Fields
Employee fields
- Employee ID
- First Name
- Last Name
- Middle Name
- Date of Birth
- Start Date
- Residence State
- Residence City
- SSN Last Four
Payroll fields
- Payroll ID
- Net Pay
- Gross Total
- Company Tax Amount
- Employee Tax Amount
- Company Benefit Contribution Amount
- Employee Benefit Contribution Amount
- Post Tax Deduction Amount
- Reimbursement Amount
- Payday
- Payroll Type
Earning fields
- Earning Code ID
- Earning Code Name
- Earning Code Type
- Earning Rate ID
- Earning Rate Name
- Earning Rate Period
- Earning Rate Amount
Workplace fields
- Workplace ID
- Workplace State
- Workplace City
- Workplace Address
Bank Account fields
- Routing Numbers
- Account Numbers
- Account Types
- Institution Names
Recording
Last updated on March 31, 2023