Payroll›Downloadable Payroll Reports

Downloadable Payroll Reports

Overview

In order to review created invoices and payrolls, access Ankota reports. The most commonly used billing and payroll reports are outlined below.

This article includes:

  • Payroll Report
  • Payroll Download Report
  • Visit Data Warehouse Report

Payroll Report

The payroll export, which is effectively a payroll summary, can be built through the Payroll Export button at the bottom of the Payroll Report page. To access this report, check the boxes next to the completed payrolls, then click Payroll Export.

The Payrolls - Complete screen displays a table with payroll records including Caregiver ID, Caregiver Name, Payroll Date, Payroll Amount, and Payroll Number columns, with three sample entries showing totals of $122.15 and 11.1 hours. Action buttons at the bottom include "Change To Drafts," "Payroll Extract," "Download Payroll Summary Custom," and "Payroll Export," with export format options (pdf, excel) available for each payroll record.

This will open the export preview.

The Payroll Extract report displays payroll details in a table format with columns including Payroll Date, Payroll ID, Caregiver ID, Caregiver name, Work Hours, Travel Hours, Total Hours, Reg Hours, OT Hours, Travel Miles, Errand Miles, Base Rate, Travel Time Rate, Travel Mile Rate, Errand Mile Rate, Adjustments, Method, Amount, and Role. The table shows three sample payroll entries from different dates with corresponding caregiver names and hourly rates.

To save the file, click Save, then select the Excel option.

The Save menu dropdown is open, displaying multiple file format export options including Document File, Adobe PDF File, Microsoft XPS File, Microsoft PowerPoint File, HTML File, Text File, Rich Text File, Microsoft Word File, OpenDocument Writer File, Microsoft Excel File (highlighted in red), OpenDocument Calc File, Data File, and Image File.

Payroll Download Report

For a payroll report on a visit level, pull the Payroll Download Report.

To access the Payroll Download Report:

  1. Click Reporting
  2. Click Financial Reports
  3. Click Payroll Download Report
  4. Filter as desired
  5. Click the Refresh button

To save the file, click Save, then select the preferred option (typically Excel).

The Payroll Download Report page displays visit records for a selected date range (11/01/2019 to 11/30/2019) with columns for Visit ID, Department, Worker ID, Worker Name, Client ID, Client Name, Payer Name, Visit Type, Date, Start Time, End Time, Total Hours, Rate, Total, Mileage, and Travel Time. The report shows multiple entries for "Client, Test" with caregiver visits to MCD department, all with private pay visits at $9.00 rates for 1 hour each.

Visit Data Warehouse Report

In addition to the standard payroll report, more detailed visit information can be found in the Visit Data Warehouse. This report contains virtually every piece of data associated with a visit, and with the use of a pivot table, can allow for detailed analysis of an organization's data.

To access the Visit Data Warehouse:

  1. Click Reporting
  2. Click Service Detail
  3. Click Visit Data Warehouse
  4. Filter as desired
  5. Click the Refresh button

See also: Digging into Data Part 2: The Power of the Pivot Table for more on pivot table functionality.

Was this article helpful?

Related articles

On this page