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How to change the dates for my report?

Our standard reporting shows last calendar month's payroll and employee data, but can be quickly changed to current month, or last quarter, or last year. 

 

On all standard reports, the default is to show the employee data or payrolls from last month. For new clients wanting to see current data, or to change to different historical date ranges, this is controlled per report or visual, using the calendar icon near the bottom of the report. 

Click on the calendar icon to change the date from last month.


For example, to change to current month, Click on the To field.

The End of Month -1 Month(s) tells the report to show last month and this can be increased or decreased to quickly change which month will display. You are changing the formula for the date of the report.   

FX is a short form for function, meaning our report's timeline is formula driven. To change
the formula, click on it to see all our options. Users can change to static time, and input date ranges, or select a preset to quickly get the timeline they prefer.