Users can apply alternating row colors to reports to improve readability and make large sets of data easier to review. This formatting is commonly used to visually distinguish adjacent rows in report previews and printed reports.  Steps to Add Alternating Background Color: Go to Reports. Select the desired report to customise. Click Designer or click Preview.  At the Preview page, click the edit icon. Select the Detail1 (Detail) column at the left to highlight the entire row. At the right panel, expand STYLES. At the ODD STYLE field, select Create New Style. Expand ODD STYLE. Click Background Color. Choose the desired color and click OK. Click the three horizontal lines icon. Select Save As. Enter a name for the customised report and click Save. Return to the main page and click Preview. Select the template and click Preview.

Users can customize the Claim Request Listing report to include a downloadable attachment link for claim supporting documents. This allows users to directly access and download receipts, invoices, or other supporting files attached to claim submissions from the report preview.  Steps to Add a Downloadable Claim Attachment File in Claim Request Form: Go to Reports. Expand Management Reports > Claim, select Claim Request Listing. Click Designer. Go to Field List at the right panel, search for FileDownloadUrl under Detail. Drag  and drop to the desired location. Click on the newly added FileDownloadUrl, click Properties at the right panel, expand Behaviour and enable Allow Markup Text. Click the three horizontal lines icon. Select Save As. Enter a new name and click Save.

Users can customize the Leave Details Report to include a downloadable attachment link for leave supporting documents. This allows users to directly access and download documents submitted together with leave applications from the report preview.  Steps to Add a Downloadable Leave Attachment File in Claim Request Form: Go to Reports. Expand Management Reports  > Leave. Select Leave Details Report. Click Designer. Click Field List at the right panel. Search for LeaveAttachmentFile under LeaveDetails. Drag and drop it to the desired location. Click the newly added LeaveAttachmentFile, click Properties at the right panel, expand Behaviour and enable Allow Markup Text. Click the three horizontal lines icon. Select Save As. Enter a new report name and click Save.

Users can customise the payslip layout using the Report Designer to display employee-specific remarks.  Steps to Add Remark in Payslip: Go to Reports. Expand Management Reports > Slips, select a payslip template. Click Designer or Preview. At the Preview page, click the edit icon. In the Field List on the right panel, search for Remark under Master. Drag and drop Remark into the desired location in the report layout. Click the three horizontal lines icon. Select Save As. Enter a new report name and click Save.

Users can customise the Payroll Summary Report to display payroll information grouped by department only.  Steps to Generate Payroll Report by Department: Go to Reports. Expand Management Reports > Payroll, click Payroll Summary. Click Designer. Click the Detail1 (Detail) column, expand BEHAVIOR and untick the Visible field. Click the three horizontal lines icon and select Save As. Enter a new report name and click Save. Return to the reports page and click Preview. Select the newly customised report and click Preview.

Users may remove unnecessary subreports from report templates to simplify the report layout and display only the required information. This is commonly used when customising payslip templates or management reports. Steps to Delete a Subreport: Go to Reports. Expand Management Reports > Slips, and select a payslip. Click Preview. At the Preview page, click the edit icon. Click a Subreport column and click del on your keyboard. Click the three horizontal lines icon. Select Save As. Enter a report name and click Save. Return to the Reports page and click Preview. Select a report template and click Preview. The selected subreport will be removed from the report layout.

Users may delete customised report templates that are no longer needed to keep the report list organised. Steps to Delete Unwanted Report: Go to Tools > Report Management. Locate the customised report template and click the trash bin icon. Click Yes to confirm deletion.

Users may edit subreport fields within a main report (such as payslips) to customise the data displayed.  Steps to Edit a Subreport Field: Go to Reports. Expand Management Reports > Slips, select the desired payslip format. Click Preview. At the Preview page, click the edit icon. Double click on a subReport field. A new Subreport tab will be prompted. Click the LeaveEntitled field and click del on your keyboard. Click the three horizontal lines icon. Click Save As. Enter a name for the subreport and click Save. Click the x icon on the subreport tab at the bottom of the screen to close the tab. Return to the main report design page. Click on the subreport, expand SUB-REPORT TASKS and select the new subreport design you designed earlier at the Report Source URL field. Click the three horizontal lines icon. Select Save As. Enter a new report name and click Save. Return to the report page and click Preview. Select the report and click Preview.

Users may insert a watermark into reports to protect document content, indicate confidentiality, or enhance branding.  Steps to Insert Watermark on a Report: Go to Reports. Select a report. Click Preview or Designer. At the Preview page, click the edit icon. Expand APPEARANCE > WATERMARKS. Click the + icon.  Expand WATERMARKS, click the … icon at Image Source. Select the file and click Open. Click the three horizontal lines icon. Select Save As. Enter a new report name and click Save. Return to the reports page and click Preview. Select the new customised report and click Preview.

Users may preview payroll and bonus payslips separately by selecting different payroll types in the report filter.  Steps to Preview a Bonus and Payroll Separately: Go to Reports. Expand Management Reports > Slips, select a payslip template. Select Month End / Second Half at the Payroll Type field. Click Preview. Return to the Reports page. Select Bonus at the Payroll Type field. Click Preview.