This guide will walk you through the process of generating and customizing payroll reports in Theralytics. Whether you need to quickly generate a default report or tailor it to meet specific requirements, this guide provides step-by-step instructions to help you efficiently access and download accurate payroll data. By the end of this guide, you’ll have a clear understanding of how to customize filters such as locations, staff, and date ranges, and include optional data like unrendered appointments, ensuring your payroll reports are both accurate and comprehensive. 

TABLE OF CONTENTS

• Generate Payroll Report
• Customizing Your Report
• FAQ

Generate Payroll Report

Step 1:  Access the Reports Section:

Log in to Theralytics and navigate to the Reports section.

Step 2: Select the Payroll Option:

Choose the Payroll button to proceed to the report customization page.

Step 3: Select the Payroll Option:

Choose the Payroll button to proceed to the report customization page.

Step 4: Default Report Generation:

If you click 'Generate' without setting filters, the report will default to the current week, showing all locations and all staff. Note that unrendered appointments will not be included in the report.

Customizing Your Report

Now that we’ve covered how to generate a default report, let’s explore how to customize the report to meet your specific needs.

Step 1: Location Filters: 

Click on Location and select specific location(s) from the dropdown menu.

Step 2: Staff Filters:

Click on Staff and choose the staff member(s) whose payroll data you want to include.

Step 3: Date Range: 

Select a specific date range for the report.

Step 4: Include Unrendered Appointments (Optional):

To include unrendered appointments missing only guardian signatures, check the box labeled 'Include unrendered sessions that are only missing parent signatures.'

Step 5: Generate the Report:

After making all necessary selections, click the 'Generate' button to create the report.

Step 6: View and Download the Report:

Once generated, you can view the report directly in Theralytics or download it by clicking the 'Save' icon and selecting your preferred file format.

This guide covered how to customize your payroll report and initiate the default report generation process in Theralytics. By following these steps, you can efficiently generate and manage payroll reports tailored to your organizational needs. If you encounter any issues or need further assistance, please contact the Theralytics support team for help.

FAQ