My Reports in the Reports module only lists the custom reports that you and your teammates have saved; it has no ready-made (template) reports. Ready-made reports of modules such as Leave and Payroll are in that module's own menu and open with that module's permission. This article tells you where to find them.
Before you start
You need a permission in the module whose report you want to open (see the table below).
For payroll reports the payroll period must be closed.
Step by step
Report | Menu | Required permission |
Personnel Leave Report | Leave module menu > Personnel Leave Report | View Employee Leave Report List (REPORTS_REPOR_READ) |
Payroll reports: Monthly Employees Bulk Payroll Reports, Payroll Summary Report, Accounting Report, Payroll Sheet, Bank Report and Withholding (MUHSGK-1003B Package) | Reports > Payroll reports | Payroll Manager Permission (PAY_SLIP_MANAGER) |
Open the module in the left menu (e.g. Payroll).
Click its report menu (e.g. Reports).
Pick the period of the report (in payroll, a closed period).
Generate the report on the card of the report type. Payroll reports are queued for preparation; download them when they are ready. Details are in that module's articles: Leave module, Payroll module.
If the information you need isn't in a ready-made report (e.g. leave records of one branch's employees with columns you choose), create a custom report in the Reports module: tables such as Employee Leave, Leave Type, Payroll and Payroll Sheet are available too.
Result
A module report opens on that module's screen and is produced under that module's rules (e.g. payroll only for closed periods). It is not added to My Reports in the Reports module.
Common problems
Symptom: Personnel Leave Report isn't in the menu.
Cause: You don't have View Employee Leave Report List.
Fix: Ask the Leave module owner for this permission.
Symptom: "The period is open; reports can be generated after the period is closed." appears when generating a payroll report.
Cause: The selected payroll period hasn't been closed.
Fix: Close the period or pick a closed one.