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Installing Custom Reports IRIS Payroll Business

Article ID

11515

Article Name

Installing Custom Reports IRIS Payroll Business

Created Date

1st April 2019

Product

IRIS Payroll Business

Problem

How do I use the custom report file I've been provided.

PLEASE NOTE: These instructions refer to using a custom or bespoke report purchased additionally to your payroll software licence. For instructions on installing standard reports from the "Report Manger"  please click here.

Resolution

Follow these instructions to use custom report file.

Your custom report will be provided as an RDLC type file. First, save the RDLC file in the Reports folder then set it up in Custom Reports.

Locating your Reports folder

Your Reports folder is always called “Reports” and can be found within the Iris Payroll Business program folder, that is, the place where Iris Payroll Business is installed. 

To confirm the location, go to Help > About Iris Payroll :-

custom rpt about 2 | Installing Custom Reports IRIS Payroll Business
custom rpt about | Installing Custom Reports IRIS Payroll Business

Click the “Explore” button and it will open the program folder. Copy the provided RDLC file into the Reports folder.

resizedimage600378 custom rpt location | Installing Custom Reports IRIS Payroll Business

Setting up in Custom Report

Go to the Report Tab and Click on the Custom Reports icon :-

custom rpt add new | Installing Custom Reports IRIS Payroll Business

Click on Add New

custom rpt add new 2 | Installing Custom Reports IRIS Payroll Business

Type in a description, set a type and default sort order then click the Browse button :-

custom rpt add new 3 | Installing Custom Reports IRIS Payroll Business

Then select the custom .RDLC file

custom rpt add new 4 | Installing Custom Reports IRIS Payroll Business

Click OK

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Click Close

custom rpt add new 7 | Installing Custom Reports IRIS Payroll Business

Go to the Reports Tab and Click on Other Reports and the new report will be on the drop down list

custom rpt add new 6 | Installing Custom Reports IRIS Payroll Business

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