Deductions Summary
The Deductions Summary report totals deductions by type and name for a selected period (for example postgraduate loan or fines and damages).
View the report
- Go to Reports on the left sidebar.
- Under Deduction Reports, open Deductions Summary.
- Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.
What the report shows
| Column | Description |
|---|---|
| Type | The deduction category (for example Deductions). |
| Name | The deduction name (for example Post Graduate Loan). |
| Total Employee Contribution | Total amount deducted from employees. |
| Total Employer Contribution | Total employer amount for that deduction, if any. |
| Total Contribution | Combined total for the period. |
Use Customize Report Columns to show or hide columns.
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
- Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
- Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
- 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
- Open the schedule option on the report.
- Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
- Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
- Save the schedule.
Export the report
- Click Export as.
- Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
- Optional: select Protect this file with a password and enter a password of at least 6 characters.
- Click Export.
