Our research has shown that there are certain reports that clients use the most. We call these frequently used reports “Top Reports”, and Paychex Flex gives you easy access to them. Top Reports are different than favorites, as favorites are those that you added to My Favorites for easy access.
To access top reports:
From the Quick Reports tile on the dashboard, choose View Reports.
The Quick Reports drawer slides out. If it’s not already selected, choose All Reports. The top reports display, grouped by category such as Top Payroll Reports, Top Accounting Reports, Top Tax Reports, etc.
To see all reports in a category, select the View All link to the right of the category name.
To see a report in a category, select the report name. A drawer listing the reports generated in the last 180 days slides out. The most recent report is at the top.
To see reports for a different time frame, open the menu above the Run Date column, and choose if you would like to see all reports, or reports from the last 30, 90, or 180 days.
To open a report, select the report name.
To go to favorites:
From the Quick Reports tile on the dashboard, choose View Reports.
Select My Favorites.
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