--- title: PAYROLL - Reports description: Accessing and generating Payroll reports for Print / Preview / Email --- [Skip to content](https://cs.geminilogic.com/en/manual/payroll-reports#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) # PAYROLL - Reports ## Accessing and generating Payroll reports for Print / Preview / Email ### ![image-png-Sep-05-2022-03-08-22-08-AM](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-08-22-08-AM.png?width=50&height=45&name=image-png-Sep-05-2022-03-08-22-08-AM.png) ### **Access** - **Timecard Batches** tab  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-15-59-86-AM.png?width=521&height=207&name=image-png-Sep-05-2022-03-15-59-86-AM.png) - - select or multi-select the Batch(es) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-15-28-57-AM.png?width=37&name=image-png-Sep-05-2022-03-15-28-57-AM.png) select **Print Selected** or **Print All** - **Employees** tab  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-16-06-75-AM.png?width=506&height=216&name=image-png-Sep-05-2022-03-16-06-75-AM.png) - - select or multi-select the Batch(es) from the filtered or unfiltered list (see [Employee List Filters](https://cs.geminilogic.com/en/manual/payroll-employee-details?hsLang=en#EmployeeListFilters)) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-15-28-57-AM.png?width=35&name=image-png-Sep-05-2022-03-15-28-57-AM.png) **Print Selected** or **Print All** - **Reports** tab  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-16-11-26-AM.png?width=564&height=242&name=image-png-Sep-05-2022-03-16-11-26-AM.png) - - enter the criteria / parameters - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-06-49-23-17-PM.png?width=22&height=20&name=image-png-Aug-31-2022-06-49-23-17-PM.png) **Print** to select from the list of reports in the chosen Template category **Generating Reports / Forms** - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s) you wish to run - highlight the report to check the description below to see if it's what you expect     ![PayrollReportsList](https://cs.geminilogic.com/hs-fs/hubfs/PayrollReportsList.png?width=427&height=348&name=PayrollReportsList.png) - select the run method: - - **Print** - select the Report and establish the following **Report Settings**:  - **Printer** - **Paper Source** - **Duplex** option - \# of **Copies** - option to **Save Defaults** for the above settings to be used next time that report is selected for printing - **Email** - **Setup** - establish Company Settings (see [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en)) - establish User Settings (see [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en#UserSettingsEmail)) - - - select from **Email** drop-down:                          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-03-19-56-3783-PM.png?width=160&height=93&name=image-png-Dec-22-2022-03-19-56-3783-PM.png) - - - - **Email Batch** – if the email is for multiple Employees and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-03-19-51-4901-PM.png?width=30&height=21&name=image-png-Dec-22-2022-03-19-51-4901-PM.png) **Email** module \> **Batches** tab - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-25-2023-11-37-08-3033-AM.png?width=528&height=317&name=image-png-May-25-2023-11-37-08-3033-AM.png) - - - - - access them as individual email in the **Messages** tab - - - - **Email Message** – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-03-20-22-6474-PM.png?width=30&height=21&name=image-png-Dec-22-2022-03-20-22-6474-PM.png) **Email** module \> **Messages** tab                               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-03-20-33-5106-PM.png?width=418&height=235&name=image-png-Dec-22-2022-03-20-33-5106-PM.png) - - - - \*\*Note – Emails can be re-sent - **Recipients**                                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-23-37-5377-PM.png?width=455&height=425&name=image-png-Jun-04-2023-02-23-37-5377-PM.png)           - - - - - click into the **To** box to select one or more of the detected email addresses - if you select ‘Employee - Spouse:..’, this report will be emailed to each selected Employee with a Contact assigned the ‘Spouse’ **Contact Type** (manage **Contact Types** in Edit \> Company Settings \> Company \> Contact Types tab) - alternatively, just type email address(es) in the **To** box (separate additional email addresses with ‘;’) - accept or change the **CC** and **BCC** recipient(s) default as set in User / Company settings - **Attachments** box displays all reports being sent - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-30-01-4853-PM.png) Attach Report** for the Employee(s) selected to send in this Email - - - - - option to ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-26-08-5407-PM.png) **Select Template** or setup a new one: - Edit \> **Email templates**                                          **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-26-18-1992-PM.png?width=152&height=267&name=image-png-Jun-04-2023-02-26-18-1992-PM.png)** - - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-26-39-8060-PM.png) New** template                                           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-35-44-6719-PM.png?width=386&height=419&name=image-png-Jun-04-2023-02-35-44-6719-PM.png) - - - - - - enter **Template Name** - enter **Subject** for the email - enter the email message in the **Body** section, in the **Rich Text** tab if you want to use formatting (bullets, etc) or the **Raw HTML** tab if you want to add special formatting or insert an image, or the **Plain Text** tab if you want to avoid any formatting - option to ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-27-22-4792-PM.png) **Insert Param** merge field(s) into the subject or message body                                                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-36-09-8310-PM.png?width=143&height=142&name=image-png-Jun-04-2023-02-36-09-8310-PM.png) - - - - - - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-27-28-3084-PM.png) **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-27-31-3475-PM.png) **Personal Template** - if not using a template, then manually enter the **Subject** and **Message**, selecting either **Rich Text**, **Raw HTML**, or **Plain Text** tab - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-27-40-5166-PM.png) Attach File** of any type - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-27-45-9762-PM.png?width=30&height=17&name=image-png-Jun-04-2023-02-27-45-9762-PM.png) Insert Param** merge field(s) available for the records selected - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-28-13-7168-PM.png) Open Related** to open the record this email was generated from (if only one Customer was selected for this email) - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-28-25-5838-PM.png) Send** the email or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-28-42-7103-PM.png)**Save / ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-02-28-54-1927-PM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-02-29-01-2725-PM.png?width=30&height=21&name=image-png-Jun-04-2023-02-29-01-2725-PM.png) **Email** module or Customer **Communications** tab - - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:![](https://cs.geminilogic.com/hubfs/image-png-Dec-22-2022-03-22-34-7926-PM.png) - use Ctrl + scroll to zoom in or out - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-22-2022-03-22-14-3609-PM.png) Print** the report currently in the viewer window - **Print All** reports across all tabs - **![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-10-19-54-4420-AM.png) Export**                     **![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=405&height=238&name=ReportsExport.png)** - - - - select the **Format** - select the **Destination** - **Application** will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-23-05-69-AM.png) Find** to search text of the document / report - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-03-22-46-6731-PM.png?width=333&height=21&name=image-png-Dec-22-2022-03-22-46-6731-PM.png)   navigate through pages of the displayed report, alternatively to scrolling down - - option to **Save Defaults** so same settings will be used next time this report is selected for printing **Security** on Reports / Forms can be established at Company Level, User Level or Server Level: - **Company Level** - Edit \> Company Settings \> Reports \> Security tab ![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=660&height=278&name=CompanySettingsReportsSecurity-1.png) - - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email** - **User Level** - Edit \> User Settings \> Reports   ![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=611&height=256&name=UserSettingsReportReportSecurity.png) - - **Company Default** uses the settings established in Edit \> Company Settings \> Reports - - **Disable Security** gives access to all reports within the modules this User has access to - **Enable Security** opens up the checkmarks below Preview / Print / Export / Email to remove access - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-23-51-69-AM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes - **Server Level** - Tools \> Server Administration - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-00-13-AM.png) select a report in the list - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-11-09-AM.png) delete or ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-04-99-AM.png) disable        ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-17-95-AM.png) **Available Payroll Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *Communications* | Employee Details \> Communication Tab | | *Employee Accrued Vacation* | Reports tab | | *Employee Gross Pay Chart* | Employee Details \> Timecards Tab | | *Employee Ledger Detailed* | Timecard Batches List | | *Employee Summary* | Employees List | | *Employee Termination Report* | Employee List | | *Payroll Cheque Top* | Timecard Post | | *Payroll Cheque Centre* | Timecard Post | | *Payroll Cheque Bottom* | Timecard Post | | *Payroll Direct Deposit* | Timecard Post | | *Payroll Ledger* | Timecard List | | *Payroll Ledger by Employee* | Timecard List | | *Payroll Ledger by Department* | Payroll Reports Tab \> Payroll Ledger | | *Receiver General by Payroll Dates* | Timecard Batches List | | *Remittance* | Remit Source Deductions | | *Remittance List* | Remit Source Deductions | | *Remittance List - Detailed* | Remit Source Deductions | | *RL-1 Worksheet* | Payroll Text Menu \> T4 / T4 List | | *T4 Employee, Employer and CRA* | Payroll Text Menu | | *T4 Summary* | Payroll Text Menu | | *T4A / Summary* | Payroll Text Menu | | *T5018 / T5018 Summary* | Payroll Text Menu | | *Total Payroll for Date Range* | Timecard Batches List | | *Workers Compensation Remittance* | Timecard Batches List |   - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - 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