About My Reports

The following table describes the predefined Payroll Standard reports that are currently available:

The following table describes the predefined Powerpay Standard reports that are currently available:

Name	Description
Deduction and Contribution - 3rd Party Benefits	Contains detailed information for the 3rd Party Benefits that Dayforce has created for a payroll. For each code, the report displays information in the following sections: Descriptions Lists the descriptions that appear for the deduction or contribution in Powerpay Plus or on reports or pay statements. Calculation Details Displays the specific calculation method used for the deduction or contribution and other related details. Third Party Payment Information Displays detailed information for the third-party payment, such as: Benefit vendor name Payment Employee Number (PEN) employee deduction Direct deposit information Other Options Displays the settings for the other options that are associated with the deduction or contribution, such as: Print employer contributions on pay statements? Taxable benefits included in the calculation Pension Number Employee Deduction - Tax & Garnishee Consideration Journalize employer contribution This deduction will not be processed for employees without any current pay For Reg Payments - amount entered in 'This Pay Only' Employer Contribution - Tax Considerations Miscellaneous Displays the rules that apply to the deduction or contribution and the settings for each rule. These rules control rounding, minimum and maximum settings, and limits for the deduction or contribution, such as: Minimum amount per pay Rounds the result of the calculation to the nearest multiple of (9999.99) YTD maximum amount Year-End Forms Lists whether the deduction or contribution amount appears on the T4, T4A, or Relevé year-end forms. Hours and Earnings Included in Calculation Lists the hours and earnings that are included in the calculation. Other Codes included in Calculation Lists the other deductions or contributions that are included in the calculation.
Deduction and Contribution - Basic Setups	Contains detailed basic setup information for the Deduction and Contribution Codes that Dayforce has created for a payroll. For each code, the report displays information in the following sections: Descriptions Lists the descriptions that appear for the deduction or contribution in Powerpay Plus or on reports or pay statements. Calculation Details Displays the specific calculation method used for the deduction or contribution and other related details. Other Options Displays the settings for the other options that are associated with the deduction or contribution, such as: Print employer contributions on pay statements? Taxable benefits included in the calculation Pension Number Employee Deduction - Tax & Garnishee Consideration Miscellaneous Displays the rules that apply to the deduction or contribution and the settings for each rule. These rules control rounding, minimum and maximum settings, and limits for the deduction or contribution, such as: Minimum amount per pay Rounds the result of the calculation to the nearest multiple of (9999.99) YTD maximum amount Year End Forms Lists whether the deduction or contribution amount appears on the T4, T4A, or Relevé year-end forms. Hours and Earnings Included in Calculation Lists the hours and earnings that are included in the calculation. Other Codes Included in Calculation Lists the other deductions or contributions that are included in the calculation.
Deduction and Contribution - Percentage of Another Deduction	Contains detailed summary information for the Deduction and Contribution Codes that Dayforce has created for a payroll. For each code, the report displays information in the following sections: Descriptions Lists the descriptions that appear for the deduction or contribution in Powerpay Plus or on reports or pay statements. Calculation Details Displays the specific calculation method used for the deduction or contribution and other related details. Other Options Displays the settings for the other options that are associated with the deduction or contribution, such as: Print employer contributions on pay statements? Taxable benefits included in the calculation Pension Number Employee Deduction - Tax & Garnishee Consideration Deductions and Contributions included in Calculation Lists the other deductions and contributions that are included in the calculation. Miscellaneous Displays the rules that apply to the deduction or contribution and the settings for each rule. These rules control rounding, minimum and maximum settings, and limits for the deduction or contribution, such as: Minimum amount per pay Taxable benefits included in the calculation YTD maximum amount YTD maximum amount Year-End Forms Lists whether the deduction or contribution amount appears on the T4, T4A, or Relevé year-end forms.
Deduction and Contribution - Special Selections	Contains detailed information for Alberta Garnishee, Quebec Tips, and Net Pay deductions and contributions by pay group. For each code, the report displays information in the following sections: Descriptions Lists the descriptions that appear for the deduction or contribution in Powerpay Plus or on reports or pay statements. Calculation Details Displays the specific calculation method used for the deduction or contribution and other related details. Other Options Displays the settings for the other options that are associated with the deduction or contribution, such as: Print employer contributions on pay statements? Year-End Forms Lists whether the deduction or contribution amount appears on the T4, T4A, or Relevé year-end forms.
Deduction and Contribution - Summary	Contains summary information for the deductions and contributions associated with each pay group and code.
Direct Deposit	Contains the deposit records for the open pay period for all active employees for the selected pay group. This information includes the employee's: Name and employee number Deposit priority Financial institution and transit number Account number and type Deposit value as either an amount or percentage Override amount for the current pay period Enabled indicator, which indicates whether the direct deposit is currently active Warning: After a payroll is submitted in Powerpay Plus, this report won't contain data until a new pay period is opened.
Earning Code	Contains detailed earning code information by earning code for each pay group. This report displays information in the following sections: Descriptions Lists the descriptions that appear for the earning code in Powerpay Plus, Powerpay Plus reports, and pay statements. Calculation Details Displays calculations associated with the earning code, such as shift premium or tax percentage required. Other Options Lists the additional options for the earning code, such as: Allow Permanent Regular Hours for Hourly Employees Permanent Rate can be Modified per Employee Government Calculations Lists the government calculations that apply to the earning code, such as: Federal and provincial taxes CPP QPP Year End Lists whether the earning amount appears on the T4, T4A, or Relevé year-end forms.
Employee Deductions and Contributions	Contains permanent deduction and contribution information for employees by pay group. This document contains information for employees who are active, on leave, and terminated in the current payroll year. Terminated employees from prior payroll years are excluded. This report includes the following information: Employee's name, number, pay type, and pay rate Permanent deduction code, description, value, and remaining target Note: If the remaining target for a deduction is 0 (zero), the value Complete appears in the cell. Permanent contribution description and value
Employee Payroll Register Preview	Contains detailed payroll preview information from the Powerpay Plus preview for the current pay period for the selected pay group and entry type (Regular, Reversal, Manual, Vacation). This document includes information for employees who are active, who went on leave, or who were terminated during the current pay period. This report includes the following information: Profile information Current payment details Current and year-to-date hours and earnings Current and year-to-date employee deductions Current and year-to-date employer contributions Detailed paid time off information Current and year-to-date payment totals Current and year-to-date statutory deductions Note: The Payroll Register Preview uses your language preference to display the labels on this document, but uses the selected pay group's language preference for the data. Warning: After a payroll is submitted in Powerpay Plus, this report continues to display data. After Powerpay Plus processes your payroll, a nightly job clears the data from the Payroll Register Preview. This report won't contain data until you submit the next Payroll Preview process.
Employee Profile	Contains detailed profile information for employees by pay group. This document contains information for employees who are active, on leave, and terminated in the current payroll year. Terminated employees from prior payroll years are excluded. This report displays information in the following section: General Information Lists general personal information, such as the employee's number, name, Social Insurance number (SIN), and preferred language. Employment Information Lists the employee's current employment status, the first and last day worked, and the Record of Employment first day worked. Compensation Lists the employee's current compensation, such as pay type, pay rate, and annual earnings. Taxation Lists the employee's current tax information, such as province of employment, tax status, and provincial health tax. Organization Lists the employee's current organization information, such as department, ID, and Position. Accumulators Lists the employee's current accumulator information, such as vacation pay plan and vacation pay rate.
Government Numbers	Contains detailed government remittance and filing information by pay group. This report displays the following information for each pay group: Federal business numbers Employment Insurance identifiers and rate Manitoba health and education tax Newfoundland HAPSET NWT payroll tax Nunavut payroll tax Ontario EHT Quebec tax and medical Provincial safety plans Government reporting information
New Hire	Contains the employees with a hire date during the specified date range by pay group. This document includes information for employees who are active, on leave, or terminated during the current payroll year. Tip: Use the calendar to select the date range or enter it using the mm/dd/yyyy format. This report displays the following information for each employee: Employee name and number Position First day worked Pay type Standard hours per pay period Pay rate Annual earnings
Permanent Earnings	Contains detailed permanent earnings information for employees by pay group. This report contains information for employees who are active, on leave, and terminated within the current payroll year. Terminated employees from prior pay years are excluded. This report displays the following information for each employee: Employee name and number Pay type and rate Permanent earning code and description Earnings and total permanent earnings per employee
Regular Payment Employee Timesheet	Contains the employee timesheets for the open pay period for the selected pay group. This report contains information for employees who are active or who went on leave or were terminated during the current pay period. All other employees and employees who don't have time or dollar records won't appear on this report. This report displays detailed timesheet information in the following sections: Header Displays the employee's name and number as well as the employee's pay information, such as pay type, rate, and frequency Hours Information for the employee, such as the keyed hours, the standard hours per pay, and distribution. This section also displays totals for the keyed hours. Note: If the employee doesn't have any hours information for the pay period, this section doesn't appear on the report. Earnings Displays detailed earnings information for the employee, such as the keyed amount, the permanent amount, and distribution. This section also displays totals for the keyed earnings. Note: If the employee doesn't have any earnings information for the pay period, this section doesn't appear on the report. Warning: After a payroll is submitted in Powerpay Plus, this report won't contain data until a new pay period is opened.

• To sort the reports that appear on the My Reports page, click the sort indicator () in a column heading. Each time you click the column heading, the sort order reverses.
• To see additional results, on the bottom of the page, click one of the following:
  • Previous
  • Next
  • A page number (if applicable).

    Note: You can select to display reports in groups of 10, 25, 50, or 100. By default, reports appear in groups of 10.

To search for specific information on the My Reports page, enter one or more characters in the Search field at the top of the page. DaaS displays all reports that contain your search criteria in the report name or in the report description. For example, if you enter Deduction, all reports with a report name or report description that contains the word Deduction appear.

You can access and open reports from three different locations in DaaS.

Accessing reports from the Home page

The Home page provides two hyperlinks that you can use to access reports:

• My Reports
• Recent Reports

How to access reports from the Home page

On the Home page, click ...	Then ...	To access a report ...
	The My Reports service opens and displays folders that contain reports separated by category that are available to the client.	Click the folder for the category of reports you want to access. When the folder expands, click the subfolder that contains the reports you want to access. DaaS displays a list of all reports in the selected category in the right pane of the page. Click the report name or description of the report that you want to open.
	A list of up to ten reports that you most recently accessed appears. For each report, the list includes: The name of the report. The last date and time that you accessed the report. A hyperlink to the report.	Click the Link icon () associated with the report you want to open.

Accessing reports from the Navigation panel

The navigation area, located in the upper left corner of any page, contains the navigation panel icon ().

When you click the navigation panel icon, DaaSdisplays a menu of all available services and features available to the user.

To search for and review a report, do this:

1. On any page, in the navigation area, click .

2. On the navigation panel that appears, click Reports > My Reports.

   

   The My Reports service opens and displays folders that contain reports separated by category available to the client.

3. Click the folder for the category of reports you want to access.
4. When the folder expands, click the subfolder that contains the reports you want to access.

   DaaS displays a list of all reports in the selected category in the right pane of the page.

5. Click the report name or description of the report that you want to open.

Accessing reports using the Global Search icon

Located in the upper right corner of any page, the tool bar contains the Global Search icon ().

The Global Search icon () allows you to search for one or more specific reports.

To search for and review a report, do this:

1. On any page, on the tool bar, click .

2. The Search field appears:

   

3. In the Search field, enter one or more characters of a report name.

   Tip: You may enter either the entire report name or a partial report name in the Search field. The search results display all reports that include your search criteria. For example, if you enter Deduction, the results include all reports that begin with or contain the word Deduction.

   

4. In the search results, click the report you want to review.

1. To open the report, use one of the methods described in the To access and open reports section.

   Note: If you are running a standard report, depending on the report, one or more parameters are available to help you narrow your search results for specific information. For a list of all standard report parameters, see Standard Report Parameters.

2. Select the pay group you want to view information for.

   Based on your selection, additional options and fields may appear.

3. If you plan to export the report data to Microsoft® Excel®, and you want data separated on separate tabs, in Excel Tabs select Yes. For example, the selected pay group uses more than one deduction code, if you select this option, information for each deduction code appears on an individual tab.

   By default, No is selected.

4. Select or enter information in all other fields as needed.
5. Click View Report.

   Tip: The View Report button is located on the far right side of the page. Depending on your monitor's resolution setting, you may need to scroll to display the button.

Use this procedure to export or save a report to your computer in a different format, such as Excel or PDF.

Warning: If pop-up blockers are turned on, the export will fail. If this happens, turn off pop-up blockers. Then, open and export the report again.

1. To open the report, use one of the methods described in the To access and open reports section.
2. Enter and select information as needed and click View Report.

   Tip: The View Report button is located on the far right side of the page. Depending on your monitor's resolution setting, you may need to scroll to display the button.

3. When the report appears, at the top of the report, click Export.
4. From the list that appears, select one of the following formats:
   • Microsoft Excel (.xlsx)
   • PDF (.pdf)
   • Accessible PDF (.pdf)
   • Comma Separated Values (.csv)
   • Microsoft Powerpoint (.pptx)
   • Microsoft Word (.docx)
   • Web Archive (.mhtml)
   • XML (.xml)

   Note: Excel is the recommended format for exporting reports. If you export your reports in Excel format, you can manipulate the exported data as needed.

5. The browser you are using determines the next step in the procedure.

   Next step for this procedure in common browsers

   If you use ...	This occurs ...
   Google® Chrome®	DaaS saves the report to the Download folder on your computer. Your browser settings determine if the report automatically opens or if you open the report from the Downloads folder.
   Microsoft® Edge®	The report is saved to the Downloads folder on your computer, and appears in the Download list in the tool bar at the top of the page. If the download list doesn't automatically appear, click . To open the image, click Open file.
   Mozilla® Firefox®	A window appears. Do this: Click one of the following options: Open with to open the report before you save it to your computer. Note: Click the drop-down arrow to select the program you want to use to open the report. Save File to save the report directly to your computer without opening it. DaaS saves the report to the Downloads folder on your computer. If you want DaaS to use the same option (Open or Save) that you selected for this image on all other reports you export, select Do this automatically for files like this from now on. Click OK.