odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/hr/payroll/payslips.md

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+---
+title: "Payslips"
+source_url: "https://docs.odoo.sbggai.top/applications/hr/payroll/payslips.html"
+---
+
+========
+# Payslips
+
+*Payslips* are generated by payroll officers through the :menuselection:`Payroll` application.
+
+The :guilabel:`Payslips` drop-down header of the :menuselection:`Payroll` application consists of
+three sections: :guilabel:`To Pay`, :guilabel:`All Payslips`, and :guilabel:`Batches`.
+
+These three sections provide all the tools needed to create payslips for employees, including
+individual payslips, a batch of payslips, or commission payslips.
+
+.. image:: payslips/payslips.png
+   :align: center
+   :alt: Payslips menu selection in Payroll.
+
+.. _payroll/to-pay:
+
+# To pay
+
+Click on :menuselection:`Payroll app --> Payslips --> To Pay` to see the payslips that need to be
+paid.
+
+.. image:: payslips/all-pay-slips.png
+   :align: center
+   :alt: View all payslips that need to be paid on the Payslips To Pay page.
+
+Each payslip lists the :guilabel:`Reference` number for the individual payslip, the
+:guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic
+Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip.
+
+Click on an individual payslip entry to view the details for that individual payslip.
+
+.. _payroll/new-payslip:
+
+## Create a new payslip
+
+A new payslip can be created from either the :ref:`Payslips To Pay <payroll/to-pay>` page or the
+:ref:`Employee Payslips <payroll/all-payslips>` page.
+
+Create a new payslip by clicking the :guilabel:`New` button in the top-left corner.
+
+A blank payslip form is loaded, where the necessary payslip information can be entered.
+
+### Payslip form
+
+On the blank payslip form, several fields are required. Most of the required fields auto-populate
+after an employee is selected.
+
+Fill out the following information on the payslip form:
+
+- :guilabel:`Employee`: type in the name of an employee, or select the desired employee from the
+  drop-down list in this field. This field is **required**.
+
+  > **note**:
+>      It is recommended to **only** create payslips for employees that are already in the database.
+     If there is no current employee record (and therefore no employee contract) it is recommended
+     to create the new employee in the *Employees* application **before** creating payslips for that
+     employee. Refer to the :doc:`new employee <../employees/new_employee>` documentation for
+     instructions on how to add an employee.
+
+- :guilabel:`Period`: the first day to the last day of the *current* month auto-populates the
+  :guilabel:`Period` fields by default. The dates can be changed, if desired.
+
+  To change the start date, click on the first date in the :guilabel:`Period` field to reveal a
+  pop-up calendar. On this calendar, use the :guilabel:`< (less-than)` and :guilabel:`>
+  (greater-than)` icons to select the desired month. Then, click on the desired day to select that
+  specific date.
+
+  Repeat this process to modify the end date for the payslip. These fields are **required**.
+- :guilabel:`Contract`: using the drop-down menu, select the desired contract for the employee. Only
+  the available corresponding contracts for the selected employee appear as options. This field is
+  **required**.
+- :guilabel:`Batch`: using the drop-down menu in this field, select the batch of payslips this new
+  payslip should be added to.
+- :guilabel:`Structure`: using the drop-down menu, select the salary structure type. Only the
+  corresponding structures associated with the selected contract for the employee appear as options.
+
+  If no employee and/or no contract is selected yet, all available :guilabel:`Structures` appear in
+  the list. Once an employee and/or contract is selected, any unavailable :guilabel:`Structures` set
+  for that employee and/or contract do not appear. This field is **required**.
+
+.. image:: payslips/new-payslip.png
+   :align: center
+   :alt: The top fields for a new payslip all filled out for a February payslip.
+
+> **note**:
+>    Typically, after making a selection in the :guilabel:`Employee` field, Odoo auto-populates all
+   other required fields (besides the :guilabel:`Period` field), but **only** if that information is
+   already on that employee's form in the *Employees* app.
+
+> **important**:
+>    If modifications to auto-populated fields are made, it is recommended to check with the
+   accounting department to ensure every entry that affects the *Accounting* application is correct.
+
+.. _payroll/worked-days-inputs:
+
+Worked days & inputs tab
+************************
+
+- :guilabel:`Worked Days`: the entries under :guilabel:`Worked Days` (including the
+  :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of
+  Hours`, and :guilabel:`Amount`) are automatically filled in, based on what was entered for the
+  :guilabel:`Period`, :guilabel:`Contract`, and :guilabel:`Structure` fields of the payslip form.
+- :guilabel:`Other Inputs`: additional inputs affecting the payslip can be entered in this section,
+  such as deductions, reimbursements, and expenses.
+
+  Click :guilabel:`Add a line` to create an entry in the :guilabel:`Other Inputs` section.
+
+  Using the drop-down menu in the :guilabel:`Type` column, select a :guilabel:`Type` for the input.
+  Next, enter a :guilabel:`Description`, if desired. Lastly, enter the amount in the
+  :guilabel:`Count` field.
+
+.. image:: payslips/worked-days-tab.png
+   :align: center
+   :alt: The fields filled out in the worked days and inputs tab.
+
+Salary computation tab
+**********************
+
+- :guilabel:`Salary Computation`: the :guilabel:`Salary Computation` tab is automatically filled in
+  after the :guilabel:`Compute Sheet` button is clicked. Doing so displays the wages, deductions,
+  taxes, etc. for the entry.
+
+.. image:: payslips/salary-comp-tab.png
+   :align: center
+   :alt: The fields filled out in the salary computation tab.
+
+Other info tab
+**************
+
+- :guilabel:`Payslip Name`: type in a name for the payslip in this field. The name should be short
+  and descriptive, such as `(Employee Name) April 2023`. This field is **required**.
+- :guilabel:`Company`: select the company the payslip applies to using the drop-down menu in this
+  field. This field is **required**.
+- :guilabel:`Close Date`: enter the date that the payment is made to the employee in this field.
+
+  Click in the field to reveal a calendar pop-up window. Using the :guilabel:`< >
+  (less-than/greater-than)` icons, navigate to the desired month and year.
+
+  Then, click on the desired date to select it.
+- :guilabel:`Date Account`: enter the date on which the payslip should be posted in this field.
+- :guilabel:`Salary Journal`: this field auto-populates after selecting an existing
+  :guilabel:`Employee`. This field **cannot** be edited, as it is linked to the *Accounting*
+  application. This field is **required**.
+- :guilabel:`Accounting Entry`: if applicable, this field is automatically populated once the
+  payslip is confirmed. This field **cannot** be modified.
+- :guilabel:`Add an Internal Note...`: any note or reference message for the new entry can be typed
+  in this field.
+
+.. image:: payslips/other-info-tab.png
+   :align: center
+   :alt: The fields filled out in the other info tab.
+
+### Process the new payslip
+
+When all the necessary information on the payslip is entered, click the :guilabel:`Compute Sheet`
+button. Upon doing so, all the information on the payslip is saved, and the :guilabel:`Salary
+Computation` tab auto-populates, based on the information on the employee's contract or attendance
+records.
+
+If any modifications need to be made, first click the :guilabel:`Cancel` button, then click the
+:guilabel:`Set to Draft` button. Make any desired changes, then click the :guilabel:`Compute Sheet`
+button once again, and the changes are reflected in the :guilabel:`Worked Days` and
+:guilabel:`Salary Computation` tabs.
+
+Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to
+create the payslip.
+
+Then, a confirmation pop-up window appears, asking :guilabel:`Are you sure you want to proceed?`.
+Click :guilabel:`OK` to confirm.
+
+> **note**:
+>    The database may need to be refreshed for the payslip and email to appear.
+
+To print the payslip, click the :guilabel:`Print` button. To cancel the payslip, click the
+:guilabel:`Cancel` button.
+
+.. image:: payslips/payslip-chatter.png
+   :align: center
+   :alt: The new payslip is emailed to the employee and the email appears in the chatter.
+
+Next, the payment must be sent to the employee. To do this, click the :guilabel:`Register Payment`
+button. Doing so reveals a pop-up form, in which the desired :guilabel:`Bank Journal` that the
+payment should be made against must be selected from a drop-down menu. Then, click the
+:guilabel:`Confirm` button to confirm the journal, and return to the payslip.
+
+> **important**:
+>    In order for a payslip to be paid, the employee *must* have a bank account entered in their
+   contact information. If there is no bank information, a payslip cannot be paid, and an error
+   appears when the :guilabel:`Make Payment` button is clicked. Banking information can be found in
+   the :ref:`Private Information <employees/private-info>` tab on the employee's card in the
+   *Employees* app. Edit the employee card, and add banking information, if it is missing.
+
+   .. image:: payslips/banking.png
+      :align: center
+      :alt: Banking information can be entered in an employee's card.
+
+Odoo automatically checks bank account information. If there is an error with the employee's listed
+bank account, an error appears in a pop-up window, stating, *The employee bank account is
+untrusted.* If this error appears, update the employee's bank account information on their
+:ref:`Employee Form <employees/private-info>`.
+
+If a payment needs to be cancelled or refunded, click the corresponding :guilabel:`Cancel` or
+:guilabel:`Refund` button, located at the top-left of the screen.
+
+> **tip**:
+>    Before processing payslips, it is best practice to check the *Warnings* section of the *Payroll*
+   app dashboard. Here, all possible issues concerning payroll appear.
+
+   To view the warnings, navigate to :menuselection:`Payroll app --> Dashboard`. The warnings appear
+   in the top-left corner of the dashboard.
+
+   .. image:: payslips/warnings.png
+      :align: center
+      :alt: The dashboard view of the Payroll app, with the warnings box highlighted.
+
+   Warnings are grouped by type, such as `Employees Without Running Contracts` or `Employees Without
+   Bank account Number`. Click on a warning to view all entries associated with that specific issue.
+
+   If the warnings are not resolved, at any point in the payslip processing process, an error may
+   occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve
+   them.
+
+.. _payroll/all-payslips:
+
+# All payslips
+
+To view all payslips, regardless of status, go to :menuselection:`Payroll app --> Payslips --> All
+Payslips`. The :guilabel:`Employee Payslips` page loads, displaying all payslips, organized by
+batch, in a default nested list view.
+
+Click on the :guilabel:`▶ (right arrow)` next to an individual batch name to view all the payslips
+in that particular batch, along with all the payslip details.
+
+The number of payslips in the batch is written in parenthesis after the batch name. The
+:guilabel:`Status` for each individual payslip appears on the far-right side, indicating one of the
+following status options:
+
+- :guilabel:`Draft`: the payslip is created, and there is still time to make edits, since the
+  amounts are not calculated.
+- :guilabel:`Waiting`: the payslip has been calculated, and the salary details can be found in the
+  *Salary Computation* tab.
+- :guilabel:`Done`: the payslip is calculated and ready to be paid.
+- :guilabel:`Paid`: the employee has been paid.
+
+.. image:: payslips/all-payslips.png
+   :align: center
+   :alt: View all payslips organized by batches. Click on the arrow to expand each batch.
+
+Click on an individual payslip to view the details for that payslip on a separate page. Using the
+breadcrumb menu, click :guilabel:`Employee Payslips` to go back to the list view of all payslips.
+
+A new payslip can be created from the :guilabel:`Employee Payslips` page, by clicking the
+:guilabel:`New` button in the upper-left corner. Doing so reveals a separate blank payslip form
+page. On that blank payslip form page, enter all the necessary information, as described in the
+:ref:`Create new payslips <payroll/new-payslip>` section.
+
+To print PDF versions of payslips from the *Payslips to Pay* or :guilabel:`Employee Payslips` pages,
+first select the desired payslips by clicking on the individual checkbox to the left of each payslip
+to be printed. Or, click the box to the left of the :guilabel:`Reference` column title, which
+selects all visible payslips on the page. Then, click the :guilabel:`Print` button to print the
+payslips.
+
+Payslips can also be exported to an Excel spreadsheet. To export **all** payslips, click on the
+:guilabel:`⚙️ (gear)` icon at the end of the words :guilabel:`Employee Payslips` in the top-left
+corner. This reveals a drop-down menu. Click :guilabel:`Export All` to export all payslips to a
+spreadsheet.
+
+.. image:: payslips/export.png
+   :align: center
+   :alt: Click on the Export All smart button to export all payslips to an Excel payslip.
+
+To export only select payslips, first select the payslips to be exported from the list. Then, click
+the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart
+button appears in the top-center of the page, indicating the number of selected payslips. Then,
+click the :guilabel:`⚙️ (gear) Actions` icon in the top-center of the page, and click
+:guilabel:`Export`.
+
+.. image:: payslips/export-select.png
+   :align: center
+   :alt: The individual list of employee ayslips with three selected to be exported.
+
+> **note**:
+>    Both *To Pay* and *All Payslips* display all the detailed information for each payslip.
+
+# Batches
+
+To view payslips in batches, navigate to :menuselection:`Payroll app --> Payslips --> Batches` to
+display all the payslip batches that have been created. These payslip batches are displayed in a
+list view, by default.
+
+Each batch displays the :guilabel:`Name`, :guilabel:`Date From` and :guilabel:`Date To` dates, its
+:guilabel:`Status`, the number of payslips in the batch (:guilabel:`Payslips Count`), and the
+:guilabel:`Company`.
+
+.. image:: payslips/batches.png
+   :align: center
+   :alt: View displaying all batches created.
+
+## Create a new batch
+
+To create a new batch of payslips from the :guilabel:`Payslips Batches` page
+(:menuselection:`Payroll app --> Payslips --> Batches`), click the :guilabel:`New` button in the
+top-left corner. Doing so reveals a blank payslip batch form on a separate page.
+
+On the new payslip batch form, enter the :guilabel:`Batch Name`.
+
+Next, select the date range to which the batch applies. Click into one of the :guilabel:`Period`
+fields, and a calendar pop-up window appears. From this calendar pop-up window, navigate to the
+correct month, and click on the corresponding day for both the start and end dates of the batch.
+
+The current company populates the :guilabel:`Company` field. If operating in a multi-company
+environment, it is **not** possible to modify the :guilabel:`Company` from the form. The batch
+**must** be created while in the database for the desired company.
+
+.. image:: payslips/new-batch-details.png
+   :align: center
+   :alt: Enter the details for the new batch.
+
+.. _payroll/batch-process:
+
+## Process a batch
+
+Click on an individual batch to view the details for that batch on a separate page. On this batch
+detail page, different options (buttons) appear at the top, depending on the status of the batch:
+
+- :guilabel:`New` status: batches without any payslips added to them have a status of
+  :guilabel:`New`. The following button options appear for these batches:
+
+   .. image:: payslips/batch-new.png
+      :align: center
+      :alt: A batch with a status of new, with the available buttons highlighted.
+
+   - :guilabel:`Add Payslips`: click the :guilabel:`Add Payslips` button to add payslips to the
+     batch, and an :guilabel:`Add Payslips` pop-up window appears. Only payslips that can be added
+     to the batch (payslips not currently part of a batch) appear on the list.
+
+     Select the desired payslips by clicking the checkbox to the left of each payslip name, then
+     click the :guilabel:`Select` button to add them to the batch. Once payslips are selected and
+     added to the batch, the status changes to :guilabel:`Confirmed`.
+
+   - :guilabel:`Generate Payslips`: after payslips have been added to the batch, click the
+     :guilabel:`Generate Payslips` button to process the payslips and create individual payslips in
+     the database.
+
+     A :guilabel:`Generate Payslips` pop-up window appears. If only a specific :guilabel:`Salary
+     Structure` and/or specific :guilabel:`Department` is desired to make payslips for, select them
+     from the corresponding drop-down menus. If no selections are made, then all payslips listed in
+     the pop-up window are processed as usual.
+
+     Click the :guilabel:`Generate` button to create the payslips. The :guilabel:`Generate Payslips`
+     button changes to a :guilabel:`Create Draft Entry` button, and the status changes to
+     :guilabel:`Confirmed`.
+
+- :guilabel:`Confirmed` status: batches that have been created and have payslips in them, but the
+  payslips have *not* been processed, have a status of :guilabel:`Confirmed`. The following two
+  button options appear for these batches:
+
+  .. image:: payslips/batch-confirmed.png
+     :align: center
+     :alt: A batch with a status of confirmed, with the available buttons highlighted.
+
+  - :guilabel:`Create Draft Entry`: click the :guilabel:`Create Draft Entry` button to confirm the
+    individual payslips (and the batch), and create a draft of the payslips. The batch now has a
+    status of :guilabel:`Done`.
+  - :guilabel:`Set to Draft`: if at any point the batch needs to be reverted back to a status of
+    :guilabel:`New`, click the :guilabel:`Set to Draft` button. This action does **not** remove any
+    payslips that have already been added to the batch.
+
+- :guilabel:`Done` status: batches with confirmed payslips in them have a status of
+  :guilabel:`Done`. The following button options appear for these batches:
+
+  .. image:: payslips/batch-done.png
+     :align: center
+     :alt: A batch with a status of done, with the available buttons highlighted.
+
+  - :guilabel:`Create Payment Report`: click the :guilabel:`Create Payment Report` button, and a
+    :guilabel:`Select a bank journal` pop-up window appears. Select the correct bank journal from
+    the drop-down menu.
+
+    The batch name appears in the :guilabel:`File name` field, but this can be modified, if desired.
+    Finally, click :guilabel:`Confirm` to process the payslips, and pay the employees.
+  - :guilabel:`Mark as paid`: after the payments have been created via the :guilabel:`Create Payment
+    Report` button, the payslips need to be marked as paid in the database.
+
+    Click the :guilabel:`Mark as paid` button, and the status of the batch changes to
+    :guilabel:`Paid`.
+  - :guilabel:`Set to Draft`: if at any point the batch needs to be reverted back to a status of
+    :guilabel:`New`, click the :guilabel:`Set to Draft` button. This action does **not** remove any
+    payslips that have already been added to the batch.
+
+- :guilabel:`Paid` status: batches that have been completed have a status of :guilabel:`Paid`. No
+  other button options appear for this status.
+
+  .. image:: payslips/batch-paid-2.png
+     :align: center
+     :alt: A batch with a status of paid, with the available buttons highlighted.
+
+On the batch detail page, the individual payslips in the batch are accessible, via the
+:guilabel:`Payslips` smart button, located above the batch information, in the center. Click the
+:guilabel:`Payslips` smart button to view a list of all the individual payslips.
+
+Use the breadcrumb menu to navigate back to the individual batch detail page, or back to the list of
+all batches.
+
+## Generate warrant payslips
+
+Commissions are paid to employees in Odoo using *warrant payslips*.
+
+Warrant payslips can be generated directly from the :guilabel:`Payslips Batches` page
+(:menuselection:`Payroll app --> Payslips --> Batches`).
+
+First, select the desired batches by clicking the box to the left of each batch for which commission
+payslips should be created. Next, click the :guilabel:`Generate Warrant Payslips` button at the top
+of the page.
+
+Doing so reveals a :guilabel:`Generate Warrant Payslips` pop-up window, in which the necessary
+information **must** be filled out.
+
+.. image:: payslips/commission-details.png
+   :align: center
+   :alt: Enter the commission details.
+
+In this pop-up window, click on the drop-down menus, located beside the :guilabel:`Period` field, to
+reveal calendar pop-up windows. On these calendar pop-up windows, select the desired period for
+which the payslips are being generated. Using the :guilabel:`< (left)` and :guilabel:`> (right)`
+arrow icons, navigate to the correct month, and click on the date to select it.
+
+In the :guilabel:`Department` field, select the desired department from the drop-down menu.
+
+When a department is selected, the employees listed for that department appear in the
+:guilabel:`Employee` section.
+
+Under the :guilabel:`Employee` section, enter the :guilabel:`Commission Amount` for each employee in
+the far-right column. To remove an employee, click the :guilabel:`🗑️ (trash)` icon to remove the
+line.
+
+Add a new entry by clicking :guilabel:`Add a Line`, and entering the :guilabel:`Employee` and the
+appropriate :guilabel:`Commission Amount`.
+
+Click the :guilabel:`Upload your file` button to add a file, if necessary. Any file type is
+accepted.
+
+Once all the commissions are properly entered, click the :guilabel:`Generate Payslips` button to
+create the warrant payslips in a batch.
+
+:ref:`Process the batch <payroll/batch-process>` in the same way as a typical batch to complete the
+payment process.

package/payload/skills/odoo18-docs/references/docs/applications/hr/payroll/reporting.md

@@ -0,0 +1,226 @@
+---
+title: "Reporting"
+source_url: "https://docs.odoo.sbggai.top/applications/hr/payroll/reporting.html"
+---
+
+=========
+# Reporting
+
+The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized
+by location.
+
+The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default
+reports in the *Payroll* app, and are available for all companies, regardless of location.
+
+Beneath the three default reports are all localization-based reports, organized by country, in
+alphabetical order. These reports contain all the various information for the offered benefits and
+local tax laws.
+
+To view all the available reports for the database, including all the localization-specific ones,
+navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down
+menu. Click on a specific report to view it.
+
+.. image:: reporting/reports.png
+   :align: center
+   :alt: Report dashboard view showing extra reports for Belgium databases.
+
+If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears,
+stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where
+"(country)" is the specific country the company is configured for.
+
+# Default reports
+
+## Payroll
+
+Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll
+Analysis` report. This report shows all the payslips generated in the last 365 days, due to the
+default :ref:`filter <payroll/filters>`: `Last 365 Days Payslip`.
+
+.. image:: reporting/payroll-report.png
+   :align: center
+   :alt: Payroll overview report showing payroll for the last 365 days.
+
+The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to
+view a drop-down menu with the various metric options to display. The default options available
+include:
+
+- :guilabel:`# Payslip`
+- :guilabel:`Basic Wage`
+- :guilabel:`Basic Wage for Time Off`
+- :guilabel:`Days of Paid Time Off`
+- :guilabel:`Days of Unforeseen Absence`
+- :guilabel:`Days of Unpaid Time Off`
+- :guilabel:`Gross Wage`
+- :guilabel:`Net Wage`
+- :guilabel:`Number of Days`
+- :guilabel:`Number of Hours`
+- :guilabel:`Work Days`
+- :guilabel:`Work Hours`
+- :guilabel:`Count`
+
+:guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report.
+
+.. image:: reporting/measures.png
+   :align: center
+   :alt: The various measures available to display for the Payroll Analysis report.
+
+### Line chart
+
+A line chart is the default view for the *Payroll* report. If a different view is selected, click
+the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the
+menu bar to change the view back to a line chart.
+
+Several options are available for the line chart. Click the corresponding button to activate the
+selection, and change the way the data is presented. These icons appear at the end of the chart
+options. The various options are:
+
+.. _payroll/stacked:
+
+- :guilabel:`Stacked`: data is presented with each metric in its own line, "stacked" on top of each
+  other. This helps visualize the distribution and variances between different categories.
+
+.. _payroll/cumulative:
+
+- :guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total
+  amount calculated by combining all the lines. This provides a comprehensive view of the cumulative
+  data.
+
+.. _payroll/descending:
+
+- :guilabel:`Descending`: data is shown with the largest values on the left side of the chart,
+  gradually decreasing towards the smallest values on the right side, along the x-axis. This
+  arrangement helps emphasize trends or outliers at the extremes.
+
+.. _payroll/ascending:
+
+- :guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart,
+  increasing towards the largest values on the right side, along the x-axis. This arrangement can be
+  useful for highlighting progressive growth or trends.
+
+> **note**:
+>    These options can be combined to create a variety of views.
+
+.. image:: reporting/line-chart.png
+   :align: center
+   :alt: Menu buttons with the line chart called out, along with the other option buttons.
+
+### Bar chart
+
+To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a
+:guilabel:`📊 (bar chart)` icon) in the menu bar.
+
+Click the :ref:`Stacked <payroll/stacked>` icon to view the bar chart in a stacked format (where
+multiple values appear in each column). :ref:`Cumulative <payroll/cumulative>` bar charts are useful
+for visualizing the progression over time or other categories.
+
+An option to display the columns in :ref:`Descending <payroll/descending>` or :ref:`Ascending
+<payroll/ascending>` order appears at the end of the options.
+
+.. image:: reporting/bar-chart.png
+   :align: center
+   :alt: Menu buttons with the bar chart called out, along with the other option buttons.
+
+> **tip**:
+>    Clicking an option enables it. To turn off the option, click it again. When the option is enabled
+   the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no
+   outline.
+
+### Pie chart
+
+To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a
+:guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this
+view.
+
+.. image:: reporting/pie-chart.png
+   :align: center
+   :alt: Menu buttons with the pie chart called out.
+
+### Pivot table
+
+To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a
+:guilabel:`(pivot)` icon) located in the far-right side of the top menu bar.
+
+The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the
+:guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`,
+and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department.
+
+To display more information on the report, click the :guilabel:`Measures` button to reveal a
+drop-down menu. Then, click on any other metric to display it on the pivot table.
+
+.. image:: reporting/pivot.png
+   :align: center
+   :alt: Pivot table view with the various metrics called out.
+
+To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name
+twice. The first click selects the column, and the second click sorts the information in descending
+order.
+
+To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a
+:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available
+icons. The information is then downloaded into a spreadsheet.
+
+.. image:: reporting/xlsx.png
+   :align: center
+   :alt: The menu options with the download button highlighted.
+
+Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet`
+button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears,
+asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard,
+or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a
+spreadsheet view with the report added to it.
+
+.. image:: reporting/spreadsheet.png
+   :align: center
+   :alt: The view of data sent to a spreadsheet.
+
+.. _payroll/doc-storage:
+
+> **note**:
+>    If the **Documents** app is **not** installed, the :guilabel:`Insert in Spreadsheet` option
+   places the newly-created spreadsheet in the **Dashboards** app.
+
+   If the **Documents** application *is* installed, the spreadsheet has the option to be stored in
+   either the **Dashboards** app or **Documents** app.
+
+.. _payroll/filters:
+
+# Filters
+
+At the top of each report, the default filters are shown inside the :guilabel:`Search...` box.
+
+Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available
+:guilabel:`Filters`. Filters show information that match the specific filter parameters.
+
+.. example::
+   The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month)
+   (Year)` filter, and the `Validated` filter.
+
+   .. image:: reporting/custom-filter.png
+      :align: center
+      :alt: Filters enabled for the Work Entries Analysis report.
+
+   The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter.
+
+   The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date:
+   (Year)` filter.
+
+All reports can include custom filters, or group information, by different metrics (employee,
+department, company, etc.).
+
+Some reports have the option to compare the current report to the previous time period or year (a
+:guilabel:`Comparison` option).
+
+Click on a parameter to select it and activate it. The report is immediately updated with the new
+parameters.
+
+The updated report can be set as a *favorite* report, meaning the parameters are stored for quick
+access in the future. To do that, click :guilabel:`Save the current search`, under the
+:guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options.
+Doing so reveals two options and a :guilabel:`Save` button.
+
+To set the current report as the default configuration when the report is accessed, check the box
+next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the
+database, check the box next to :guilabel:`Share`.
+
+Finally, click :guilabel:`Save`, which saves the currently configured report. Then, it appears
+beneath the :guilabel:`Favorites` in the search bar drop-down mega menu of filter options.