The iSolved platform makes reporting easy by providing standard reports that are built and ready to run, along with a tool to build your own. All report options can be found under the Reporting menu on the left-hand side of your screen.
If you are not familiar with the Reporting menu, we have outlined some of the most popular features you should know about below.
Client reports
Go to the Client Reports menu to run standard reports, as pictured below. The search feature at the top of the page allows you to easily filter through the long list of available reports and narrow down your selection.
Helpful hint: With year-end approaching, make use of the Employee W-2 Preview report that reports to verify employee W-2s prior to the end of the year and final processing.
Report archive
Use the Report Archive menu to access reports that were produced during any previous payroll. This screen allows you to select a specific payroll run and view any payroll reports that were generated with that payroll.
Quarterly reports on demand
Any previous quarterly tax filing reports that were produced in iSolved are stored in the Quarterly Reports On Demand menu option. These files are made available by the 15th of every month following the month of filing (for example: for 3rd quarter ending on Sept. 30, quarterly report packages will be available by Nov. 15).
Combining reports
The Continuous Reports Archive menu makes it easy to combine several payroll reports into a single file. All you have to do is select the reports you want to include and click save as seen below.
Custom Reports
The Report Writer Tool is another great way to build custom reports to meet your unique and specific needs. You can access the user guide for this tool in iSolved University. If you need assistance looking for a specific report, please reach out to your assigned payroll specialist.