How do I create and retrieve my payroll export using Reports?

Custom reports meet several administrative needs:

• For payroll: automatically integrate your orders into your payroll software, such as Silae, Sage, ADP or PayFit, to deduct the employee's share of meal vouchers.
• For budget management: consolidate your data over any period you choose to analyse your costs by beneficiary, department or billing centre.

To tailor your files to your needs, set up your templates in your Reports section:

1. Step 1: Open the Reports menu (in the left-hand sidebar).
2. Step 2: Click on Create a template.
3. Step 3: Set up the report structure: name, CSV or Text format, grouping criteria, etc.
4. Step 4: Select the data to include and define their format.
5. Step 5: Choose how you want to retrieve the report: per order, on demand, or by automatic delivery.

Enable the Enable export per order button when creating or editing your template.

• After confirming the order: download your payroll export from the Your payroll export section.
• Later: open the Orders & invoices menu, select the relevant order, click on Download, then choose your report.

1. Step 1: Open the Reports menu.
2. Step 2: Select your template, then click on Run.
3. Step 3: Choose the desired period. If you manage several entities, also select the relevant ones.
4. Step 4: Run the report, then download the file from the history.

You can receive your reports by email without logging in to your account.

1. Step 1: When creating or editing your template, enable the Schedule automatic run option then click Next. 

   

2. Step 2: Choose how often to send: monthly, quarterly, half-yearly or yearly. Each email covers the previous closed period. For example, a monthly email covers the previous month.
3. Step 3: Enter the date of the first run. This date will be used as a reference for all future emails.
4. Step 4: Add up to 10 recipients. Recipients can be Swile administrators or not, such as your accountant or payroll provider.

All reports sent remain available in the history of your Reports section.

You can create as many templates as you need: one for payroll, one for your accountant, and one for the finance team, for example.

For your budget tracking, schedule a monthly email directly to your accountant. That way, you won't have to think about it anymore.

If you change payroll software, simply update your existing report template. The update is instant.