It is possible, thanks to the data extraction, to generate a summary by items in an excel compatible form, either for a global summary, by departments, analytical accounts or according to a selection of items.
Go to Data extraction :
Select New with temporary table - General summary by items :
The following window opens:
Note that the last month proposed is the last month closed. You can choose the range you want within the limits of the closed months.
Specify whether you want the employee share or the employer share.
Clicking on OK we will obtain the window :
Clicking on the wheel will generate the report.
Generating it as is will give a summary of all the items and employees:
By clicking on the printer icon, you will have the choice between previewing the report, printing it, opening it in Excel or sending it by email as a pdf:
Filters
If you want to filter the global extraction, click on the funnel icon.
By filtering on an employee's code, we will obtain his annual summary. Check CEmpl and indicate the code on the right
By filtering on the number of an item, we will obtain its annual summary. Check ItemNum and indicate its number on the right
Item selection mode
If you only want one or a few items, it is faster to use the item selection mode:
General summary by departments/analytical/subsidiaries
The procedure is the same as above but with a check mark in the desired box
