Reports

Reporting allows the users to get insights on the various data available in the application. Reporting provides a glance and an overview of what data is available i.e., current and historic data. These reports can be used for audit purposes, analysis or an a medium of communicating important data.
The PurePro app offers a range of reporting tools available at the disposal of the users. These tools can be used to generate different types of reports and to download and share them easily in different formats.
The reports can be customised to meet specific requirements. This can be done by using the various filters available in the app to customise and generate required results.
The general layout for various types of reports is identical and implements the same group of buttons to perform various actions. These are: -
1. Generate: - This is used to Generate the Report.
2. Download to CSV: - This is used to download the current report in a .csv format.
3. Download to PDF: - This is used to download the current report in a .pdf format.
4. Totals Only: - Enabling this, filters the report using the total values only and not the entire content of the report(s).
5. Filters: - Various filters are available to customise the output i.e., the data displayed in the reports according to users’ requirements or queries. Different filters can be combined/used together to further customise the output(s).
List of available filters will be different for each report type. Kindly refer to the specific type of report you wish to generate.

Types of Reports Available

Audit Report

An overview of all the CRUD operations that have been conducted in the application. Audit reports can be used to track and analyse how and which data was modified.
The available filters are: -
  • Audit type: - view a specific type of audit data e.g., created, updated, deleted.
  • From Date: - View all the audit data from a specific date
  • To Date: - View all the audit data from a specific date until a specific date
  • User Name: - View all the audit data for a specific user
  • Worker: - View all the available audit data for a specific worker
  • Supplier: - View all the available audit data for a specific supplier
  • Customer: - View all the audit data for a specific customer
  • Placement: - View all the available audit data for a specific placement
  • Rate: - View all available audit data for a specific rate.
  • Related Data: - View all available audit data for a related entity. Filter only available if worker or customer or supplier or a placement is selected.
  • By Value: - Filter audit data based on a specific value
Please follow our guide for further information on  Auditing⁠ .

Bank Payment Report

An overview of all the bank payments made in the system.
The filter available are: -
  • Payment Type: - View bank payments made corresponding to a specific payment type
  • Engagement Type: - View bank payments made for workers with a specific engagement type
  • Period: - View bank payments for a specific period
  • Currency: - View bank payments made in a specific currency

Customer Report

An overview of all the available existing customer data.
The filters available are: -
  • Customer: - View all available data for a specific customer
  • Status: - View all available data for customers belonging to specific group of status e.g., new, active or inactive.
  • Start From Date: - View all data for customers from a specific date
  • Start To date: - View all data for customers from a specific date to a specific date

Deduction Balance Report

An overview of all the available data for 3rd party deductions also known as Attachment of Earnings.
The filters available are: -
  • Attachment of Earning Type: - View deduction balance data for a specific type of attachment of earning, e.g., court order, council tax, etc.
This will only data for Third Parties available in the system, against which some transactions exist

Email History Report

An overview of all emails sent through PurePro in a payroll period, along with the statuses of any such communication (emails).
The filters available are: -
  • Period: - View email history report for a specific period.
  • Search Box: - Filter email history report for a specific email address or email subject.

Gross Profit Report

An overview of gross profit data available in the system. This report focuses on profit margins, etc.
The filters available are: -
  • Worker: - Generate gross profit report for a specific worker
  • Customer: - Generate gross profit report for a specific customer
  • Supplier: - Generate gross profit report for a specific supplier
  • Status: - Generate gross profit report for a specific status of transaction e.g. created, billed, etc.
  • Period: - Generate gross profit report from a specific period
  • Period To: - Generate gross profit report from a specific period until a specific period. A Worker must be selected to use this filter.

Holiday Report

An overview of all the available holiday data, this includes holidays accrued, paid, etc.
The filters available are: -
  • Holiday Scheme: - View all the available holiday data for a specific holiday scheme mapped to workers.
  • Worker: - View all the available holiday data for a specific worker
  • Rate: - View all the available holiday data for a specific rate e.g., holidays accrued, holidays paid, etc.
  • Status: - View all the holiday data for a worker with a specific status e.g., current or left. Status filter can only be used if a worker data is provided through the “worker” filter.
  • Period From: - View all the available holiday data from a specific period
  • Period To: - View all the available holiday data from a specific period until a specific period
  • Total Entitlement: - View only the total holidays entitled by the workers in the application.
  • Current Holiday Schemes: - View information where worker's current holiday scheme is same as the holiday scheme selected in filter. Filter only available when a holiday scheme is selected.
Holiday scheme data is required to be able to generate holiday reports
For further information, please refer to  🛄⁠⁠Holiday Report⁠  guide.

Input VAT Report

An overview of the VAT inputs data available in the system.
The filters available are: -
  • Worker: - View the VAT inputs for a specific worker
  • Supplier: - View the VAT input data for a specific supplier.
  • Period From: - View the VAT input data from a specific period in the system.
  • Period to: - View the VAT input data from a specific period until a specific period. A Worker must be selected to use this filter.
  • VAT Code: - View the input VAT data for a specific VAT code

Invoice Report

An overview of the invoices and related data in the system.
The filters available are: -
  • Customer: - View all the available invoice data for a specific customer
  • Type: - View all the available invoice data for specific type of invoices e.g., TINV, TCRED< etc.
  • Status: - View the invoice data for invoices belonging to a specific status group i.e., “Confirmed” or “Draft”
  • Period: - View the invoice data for specific period
  • Period To: - View the invoice data from a specific period until a specific period. A Worker must be selected to use this filter.

Net Pay Report

An overview of payments (net) made to workers.
The filters available are: -
  • Worker: - View available data for net payments made to a specific worker
  • Supplier: - View available data for all the net payments for a specific supplier
  • Period: - View available net payment data from a specific period
  • Period To: - View available net payment data from a specific period to a specific period. A Worker or Supplier must be selected to use this filter.

P32 Report

P32 reports can generate P32 annual reports and P32 monthly summaries, based on users’ choice.
Both P32 annual and summary reports are auto generated after closing the payroll period.
The filters available are: -
  • Report Type: - View specific reports i.e. P32 Summaries, P32 Annual Reports or Both.
  • Tax Year: - Generate P32 annual reports for a specific tax year
  • Tax Month: - Generate P32 monthly summaries for a specific month. Only applies to P32 Summaries.
P32 reports include Employment Allowance. For more information, please refer to  Employment Allowance⁠  guide.

Payroll Costs Report

An overview of payroll associated cost data in the system.
The filters available are: -
  • Period To: - View payroll costs report for a specific period
  • Worker: - View payroll costs report for a specific worker
  • Engagement Type: - View payroll report for specific worker engagement type.
  • Nominal Code: - View payroll report for specific nominal code.

Payroll Exceptions

An overview of all payroll related exceptions occurred/triggered in timesheets or workers’ data. This report is divided into tabs namely “Timesheets” or “Workers” showing respective data
The filters available are: -
  • Period To: - View the payroll exception data for a specific period.

Payroll History Report

An overview of historical payroll data associated with workers. This report shows data for workers that had previous payroll history.
The filters available are: -
  • Worker: - View payroll history of a specific worker
  • Type: -View payroll history of a specific type e.g., P45, P9, Starting Declaration, etc.
  • Period: - View payroll history for a specific period

Payroll Input Report

An overview of all the payments, deductions, adjustments, etc made in the system.
The filters available are: -
  • Worker: - View payroll input data for a specific worker
  • Supplier: - View payroll input data for a specific supplier
  • Period: - View payroll input data from a specific period. A Worker must be selected to use this filter.
  • Period To: - View payroll input data from a specific period until specific period. A Worker must be selected to use this filter.

Payroll Journal

An overview of costs and outgoing transaction data.
The filters available are:
  • Worker: - View payroll data for a specific worker
  • Supplier: - View payroll data for a specific supplier
  • Pay Method: - View payroll data for a specific pay method, e.g., BACS, Cash, etc.
  • Third Party: - View payroll data for a specific Third Party[11]
  • Period: - View payroll data from a specific period
  • Period To: - View Payroll Data from a specific period until a specific period
  • Engagement Type: - View payroll data specific types of workers e.g., PAYE, Contractors, etc.
  • Category: - View payroll data for a specific category of transaction e.g., payment, deduction, invoice, etc.
  • Sub Category:- View payroll journal for a specific sub category of transaction. Filter only available if Category is selected
  • Rate:- View payroll journal for a specific rate. Filter only available if sub category is selected.

Pension Report

An overview of the available worker pension data for a specific period. This report includes worker’s pension status, qualifying earnings and various pension related deductions.
The filters available are:
  • Pension Scheme: - Various pension schemes available in the application
  • Worker: - View payroll data for a specific worker
  • Job Holder Status: - Worker’s pension status
  • Autoenrollment Status: - Worker’s pension autoenrollment status
  • Period: - The pension history period

Placement Report

An overview of all the placement data available in the system. This includes all active, inactive and expired placements.
The filters available are: -
  • Placement Type: - View all the placement for a specific placement type i.e., Temporary or Permanent.
  • Worker: - View all the available placements for a specific worker
  • Customer: - View all the available placements for a specific customer
  • Supplier: - View all the available placements for a specific supplier
  • Status: - View placement data for a specific status group e.g., created, inactive, active, etc.
  • Active in period: - View placement data that were active in a specific period
  • Has timesheets: -View placement data where placements have corresponding timesheets created in the system.
Placement reports will show permanent placement records only if perm placements is enabled under configurations {Account -> Configuration -> Billing Setup -> Use Perm Placement Billing}

Sales Ledger

An overview of sales data for customers. This report includes data like Vat, timesheet invoice net, timesheet invoice gross, etc.
The available filters are: -
  • Period: - View sales ledger data for a specific period
  • Customer: - View sales ledger data for a specific customer

Supplier Payment Report

An overview of supplier invoices and payments created in the system.
The available filters are: -
  • Supplier: - View supplier invoice data for a specific supplier
  • Period From: - View supplier invoice data from a specific period. A Worker or Customer must be selected to use this filter.
  • Period To: - View supplier invoice data from a specific period until a specific period. A Worker or Customer must be selected to use this filter.

Timesheet Report

An overview of timesheet data. This report shows all the available data for each timesheet available in the system.
The available filters are: -
  • Worker: - View timesheet data for a specific worker
  • Customer: - View timesheet data for a specific customer
  • Supplier: - View timesheet data for a specific supplier
  • Status: - View timesheet data for a specific status group e.g., created, paid, etc.
  • Period From: - View all timesheet data from a specific period. A Worker or Customer must be selected to use this filter.
  • Period To: - View all the timesheet data from a specific period until a specific period. A Worker or Customer must be selected to use this filter.
  • Worked Period: - View all the timesheet for a specific period that workers have worked in. A Worker or Customer must be selected to use this filter.
  • Late Timesheets: - View timesheet data corresponding to late timesheets only.

Worker Report

An overview of worker data. This report shows all the available data for each worker available in the system.
The filters available are: -
  • Supplier: - Specify a supplier and view data for workers linked to that specific supplier e.g., agency or umbrella suppliers
  • Engagement Type: - View worker data for specific types of workers e.g., PAYE, Agency, Umbrella or Contractors.
  • Status: - View worker data for a specific status group e.g., Active, Left, Inactive, etc.
  • Starters in Period: - View workers who started work in a specific period
  • Starter From: - View workers’ data who started from a specific date. A Worker must be selected to use this filter.
  • Starters To: - View workers’ data who started from a specific date until a specific date. A Worker must be selected to use this filter.
  • Leavers in Period: - View workers who left work in a specific period
  • Leavers From: - View workers’ data who left work from a specific date. A Worker must be selected to use this filter.
  • Leavers To: - View workers’ data who left work from a specific date until a specific date. A Worker must be selected to use this filter.
  • Sort Code: - View worker’s data for a specific sort code
  • Account Number: - View worker’s data for a specific account number
Apart from these, PurePro also supports  Intermediary Report⁠ .
If both sort code & account number are provided, the report will filter out and only show results where worker have both sort code and account number matching the input. Users can also provide either sort code or account number to filter out results


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