Answer
The Pay Report Builder can group its figures by department, and when Advanced Departmental Options is turned on it can also group by job or activity. Each pay's amounts are split across the jobs or activities that were tagged on that pay. This is useful for job costing when you want to choose your own columns instead of using the Job and Activity Analysis report. This option is in the desktop app only. See How Do I Set Up Jobs And Activities In Lightning Payroll Desktop? for the setup.
How to group by job or activity
- Go to Reports >> Pay Report Builder.
- Set the Start Date and End Date, and choose the columns you want. See What Does Each Pay Report Builder Column Show? for what each column means.
- Tick Group By, then choose Department, Job or Activity from the box beside it. Department is the default.
- Click Print Report to run the report, or Export to CSV to save it as a CSV file.
When Advanced Departmental Options is off, the tick box reads Group By Department and there is no Job or Activity choice. The tick box only appears when your company has at least one department.
What you see
- Each pay is split across the jobs (or activities) it has a share in, so one pay can appear in more than one group.
- The amounts in a group are each pay's amounts multiplied by its share for that group. They are a share of the whole pay, not a total of only the lines tagged to that job.
- The part of a pay that no tag covers is shown in its own Unassigned Job (or Unassigned Activity) group.
- In the CSV export, the group percentage column is headed Job % (or Activity %, or Department %), and each group ends with a Job total row (or Activity total, or Department total).
Please note: the Employee Report Builder can only group by department, and it uses each employee's own percentages under Employees >> Details >> Departments, not the tags.
See also: How Do I Run The Job And Activity Analysis Report?
