Due to the amount of payroll history data, most analytical views containing payroll historical data have a filter on the payroll periods they display data from.

Question

We are seeing that the Analytical Report – Monthly Tax Report only shows data for 2021. There was no issue in any prior period.  But this looks like a setting needs to be changed to include 2022.

Solution

In most cases, the solution will be to copy the existing view and create a new one, so that you can still use the existing view for the previous year.

Each view can have a different SQL statement and different places they refer to the payroll periods, so please make sure you check the whole thing for reference to a payroll period. You can also copy the SQL statement to Word and use the Replace functionality.

Please proceed as follows:

1. Go to Set up | General Codes

   Open

   

2. Go to Analytical Module | Data Mining Codes

   Open

   

3. On the right-hand side, you will see the existing views, and in this sample, the same Payroll Summary view is listed several times as there is one for each year.

4. Find the view you need to copy, select it and click Open

5. Copy out all the text in the tab SQL and check and note down any settings in the Fields Definition tab

    

6. Close by selecting Cancel, and then click New on the Manage tab.

7. Add the following information, and the best is to check the previous views and make it similar but with unique code and text, adding the year.

   1. Code - up to 10char

   2. Text

   3. Sort

8. Paste the SQL statement into the SQL tab and change anywhere there is a reference from the payroll period to the new year. The periods are normally always sated as YYYYMM. In this sample, we change from e.g. 202100 to 202200 or 202113 to 202213

9. Click Update fields and make the same settings on the Fields Definition tab like the one you copied from.

10. Click OK to Save and Close.