Reporting+ for CAPSPay Reports

Reporting+ provides access to your data from the point of your CAPS integration onward. 

For TTCO clients, historical data is available starting January 1, 2025.

If you need data predating your CAPS integration, please reach out to your payroll coordinator directly – they'll be happy to help fulfill your request. 

Reporting+ Dashboard

The first time you open Reporting+, you will see the landing page below:

Once you create a report and save it, you will see those saved reports on your landing page going forward:

If you have a large list of reports on your landing page, you have the following tools to locate specific reports or edit your viewing preferences:

1. Search bar to search by name or description
2. Filter dropdown to filter by report type
3. Viewing preference to view reports in a card or list view

To return to your landing page at any time, click Reports in the top left of your screen:

Creating a Report

Reporting+ gives you two flexible ways to create a report:

• Report Templates – Pre-built, ready-to-use reports that are cleanly formatted and designed to meet most reporting needs. Just select a template and run it
• Start from Scratch – Build a fully custom report by choosing your own data fields, filters, and columns. This option is ideal for teams who need specific data cuts and prefer to do their own analysis in Excel 

Report Templates

Report Templates are pre-built templates of some of the most commonly requested reports. These templates allow you to run your data to get immediate results. They are a great starting point that can be easily edited and also saved with a custom name to your landing page.

To use a template, click +Create new report in the top right corner of the landing page:

Then select Use a Template:

Click to select which template you'd like to use, and then click Continue to Report Builder:

Next, you'll configure the parameters for your report. You can always add and edit filters later on!

After configuring the desired parameters, click Run Report:

You will see your report and have the following options:

• Download Report: Download the report to your computer. Clicking the button will default to an Excel file.

  • If you prefer CSV rather than an .xlsx file, click the dropdown arrow to the right of the button:

    

• Save Report: This will save the report to your landing page in Reporting+. You will be able to edit the name of the report if desired.

• Customize Report: Allows you to customize the parameters/filters of the report. After customizing, click Run Report again to view the updated report with your new customizations:

  

Create a Report from Scratch

You can create a report from scratch, filled with data from a source that you choose.

To begin, click + Create new report in the top right corner of the landing page:

Then, click Start from Scratch:

Click to select the data source for your report and click Continue to Report Builder:

You will see your report and have the following options:

• Download Report: Download the report to your computer. Clicking the button will default to an Excel file.

  • If you prefer CSV rather than an .xlsx file, click the dropdown arrow to the right of the button:

    

• Save Report: This will save the report to your landing page in Reporting+. You will be able to name the saved report.

• Customize Report: Allows you to customize the parameters/filters of the report. After customizing, click Run Report again to view the updated report with your new customizations:

  

  • You can also customize the columns for a report created from scratch. This allows you to reorganize them to your preferred order, as well as select/deselect columns. Once again, after customizing, click Run Report to view the updated report:

    

Editing/Customizing a Saved Report

To edit a saved report whether it be a templated one you saved or one from scratch you created and saved, click on the name of the report in the list/card (depending on your view preference) to open it:

After the report opens, click the Customize Report button in the top right to make any desired changes:

After making your customizations, click Run Report to view the updated report.

If you are editing a report you created from scratch, you will have the added customization option of editing the columns of the report.

This allows you to reorganize them to your preferred order, as well as select/deselect columns. Once again, after customizing, click Run Report to view the updated report:

To save customizations for the next time you want to run the report, be sure to click Save Report before closing the report: