People and Payroll: How do I find and download reports?

Juniper People and Payroll

Overview

This article explains how to download your month-end Reports. It also explains how to build your own export from the People list.

Find and download a report

  1. Select Reports in the left-hand menu.
  2. Select the school name in the breadcrumb, top left, to switch to a different school if needed.
  3. Check a Period to filter by pay period.
  4. Check a Report type to filter by the kind of report. Select Show 1 more if not all types are listed.
  5. Type into the search bar to find a report by name.
  6. Select the download icon next to a report to save it.

Report types you'll see:

  • Changes review: the pay period's full gross-to-net breakdown, one row per employee
  • Journal detail and Journal summary: the accounting journal for the period, in detail and in summary
  • Fms payroll import: a finance-system import file for the period
  • Payroll summary: a summary of employee figures for this period
  • Pension summary: contributions for each pension scheme for the period, with employee and employer amounts for your pension provider. 

You will also see NMW compliance and P32 Employer Payment Record here. They appear after your bureau has run them for that payroll. NMW compliance appears after a National Minimum Wage check has been run for the period. P32 appears after the HMRC payment for that tax month has been produced. The same P32 summary is also reachable from Review changes. See People and Payroll: How do I approve payroll?.

Change the sort order

  1. Select the sort icon, top right of the report list.
  2. Choose Created, File name, or Report type.

Build a custom report from People

The reports above are generated automatically. For anything else, build your own report from the People page instead.

  1. Select People in the left-hand menu.
  2. Select the Action button, top right, then select Export to Excel.
  3. Choose What to export: Employees, or another record type, for example Absences, Pension memberships, or Qualifications.
  4. Uncheck any columns you don't need.
  5. For a larger export, turn on Notify me when it's ready, instead of waiting.
  6. Select Download.

 

The export only covers employees your current filters and people list show. Narrow the People list first if you want a smaller set of data.

Updated