Custom Packages

Custom packages can be created with any combination of reports.  

Add a Custom Package

1. From the REPORTS panel on the left side of the screen, click the + icon next to the Report Packages section header.

2. Enter a name for the package, then select the reports to include.

3. Click Create Package. The custom package is listed in alphabetical order in the Report Packages section.

Delete a Custom Package

1. From the REPORTS panel on the left side of the screen, click the trash can icon next to the name of the custom package.  

2. A pop-up window displays. Click OK to confirm deletion.

   Standard packages created by Paychex cannot be deleted.

Definition Panel

The Definition panel for custom packages displays above the Report Results grid and displays the list of reports  contained in the package.  

In the Definition panel, you can delete a report from the package by clicking the trash can next to the report name or edit the standard or custom options of a report in the package by clicking the pencil icon next to the report name. To add a report to the package, click the plus (+) sign next to the Options menu.

Select the star icon in the top right corner of the Definition panel to place the package at the top of the Report Packages list. If the star is highlighted yellow, the package displays in alphabetical order at the top of the list.  

The Definition panel view can be changed by clicking Options at the top of the panel.

The Definition panel options include:

• Add Reports – Displays a list of reports that can be added to the package

• Add/Remove Columns - Allows you to add or remove columns from the display. The order of columns can also be changed by dragging and dropping on the grid.  The Report Name/Custom Name column cannot be removed from the grid.

• Restore Default View - Removes your custom column settings.

• Add to Favorites - Adds the package to the Favorites section of the REPORTS panel.