Benefits in Kind Summary

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The Benefits in Kind Summary report is listed under Employee Reports in the Reports Centre. Use it to review Benefit in Kind totals for a selected period.

View the report

1. Go to Reports on the left sidebar.
2. Under Employee Reports, open Benefits In Kind Summary.
3. Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.

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Filter, compare, schedule, and export

After you open this report, you can refine the period, narrow results, schedule report emails, or download the data. For a list of all the reports, see Reports Centre.

Date range and more filters

1. Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
2. Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
3. Click Run Report to refresh the results.

Compare with

If the report shows Compare With, choose a previous year, month, or quarter to contrast with the current period, then click Run Report again.

Schedule the report

1. Open the schedule option on the report.
2. Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
3. Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
4. Save the schedule.

Export the report

1. Click Export as.
2. Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
3. Optional: select Protect this file with a password and enter a password of at least 6 characters.
4. Click Export.

For adding Benefit in Kind on an employee, see Add Employees.