# Simplify employee reports

**URL:** <https://forum.manager.io/t/simplify-employee-reports/37323>\
**Category:** Uncategorized\
**Created:** [October 4, 2021, 4:20am UTC](https://forum.manager.io/t/simplify-employee-reports/37323 "2021-10-04T04:20:23Z")\
**Posts on this page:** 15\
**Page:** 1

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 4, 2021, 4:20am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/1 "2021-10-04T04:20:23Z")

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Greetings,

Can you allow us to generate simple credit/devit reports for our employees?

I understand you have fully functional payroll and payslip reporting system. But the current reporting system for eployees is too much detailed and it is hard to explain.

I want simple reports for employees that shows just debit and credit amounts for a specific time period. I guess adding this option will not be hard to implement since we already have such reports available for customers and suppliers.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [October 4, 2021, 4:49am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/2 "2021-10-04T04:49:00Z")

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> [@msafdaar](#):
>
> I want simple reports for employees that shows just debit and credit amounts for a specific time period.

I think you would find debits and credits harder to explain to employees than the current Employee Summary or Payroll Summary reports. They would be backwards from most employees’ expectations.

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**Author:** ![Abeiku](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/abeiku/32/44970_2.png) [@Abeiku](https://forum.manager.io/u/Abeiku)\
**Post date:** [October 4, 2021, 9:01am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/3 "2021-10-04T09:01:22Z")

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Are you are looking for something like a Supplier/Customer statement for Employees?

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 4, 2021, 9:27am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/4 "2021-10-04T09:27:04Z")

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Yes Exactly

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 4, 2021, 9:31am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/5 "2021-10-04T09:31:43Z")

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I think it varies from business to business. For me, i have created a separate business file where i have added my employees as customers just for the sake of easy reporting.

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**Author:** ![Abeiku](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/abeiku/32/44970_2.png) [@Abeiku](https://forum.manager.io/u/Abeiku)\
**Post date:** [October 4, 2021, 9:51am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/6 "2021-10-04T09:51:27Z")

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Yes, I get you, but most users wouldn’t need it.

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [October 4, 2021, 10:04am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/7 "2021-10-04T10:04:57Z")

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> [@msafdaar](#):
>
> i have created a separate business file where i have added my employees as customers just for the sake of easy reporting.

Combing entities which interact with Manager into a contacts list with check boxes to determine if each is in the employee, customer, supplier, expense claim payee list would achieve what you want but is not yet a forum “Idea” yet but has been suggested by multiple users [Copy Customer to Supplier and vice versa - #2 by Patch](https://forum.manager.io/t/copy-customer-to-supplier-and-vice-versa/31032/2)

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 4, 2021, 10:26am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/8 "2021-10-04T10:26:06Z")

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@Patch  
Your idea sounds great too. But I think it would require completely changing the data structure of how manager works.

What i am asking for doesn’t require any big changes. The employees table is already present with debits and credits. I just want those debits and credits reported the same way as the are for a customer or supplier.

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [October 4, 2021, 11:44am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/9 "2021-10-04T11:44:36Z")

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So you want a report showing

Employee : xxxxx

Pay period 1 650.00  
Paid dd/mm/yy 650.00  
Pay period 2 650.00  
Paid dd/mm/yy 650.00

Not sure what this will achieve - I am sure your employees can work out what they are owed and when

You do provide them with Payslips, I presume

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 4, 2021, 1:09pm UTC](https://forum.manager.io/t/simplify-employee-reports/37323/10 "2021-10-04T13:09:57Z")

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**Let me explain it with some pictures.**

So Here is an employees account shown transactions for past two months.  
How can i turn all of this data into a report?

 ![Untitled-2](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/5/9/59347e1a5e9e84ee205e35518cddd3b9ff1b3f5d.jpeg)

When i go to Reports \> Employee Summary. It shows only the payslips.

 ![Untitled-2](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/1/a/1a1e9842a72c37616bc8d4d5e14e835ff7d980a6.jpeg)

What i am looking for is a detailed statement that shows every credit and debit happened in a specific time period. Just like it does in a customers’s statement:

 ![Untitled-4](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/b/2/b2e890fc3e168c467743d4508ddff82e9f5c22f8.jpeg)

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [October 4, 2021, 1:19pm UTC](https://forum.manager.io/t/simplify-employee-reports/37323/11 "2021-10-04T13:19:53Z")

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Why don’t you copy the employees account listing to a spreadsheet? That would be more informative to most employees than debits and credits. Or you could create a custom report for each employee.

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**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 5, 2021, 1:36am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/12 "2021-10-05T01:36:03Z")

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It is not possible to get opening and closing balance in a custom report. Copying values for each employee to spreadsheet and filtering and formatting them takes too much time.

I think the option for such reports is already present in manager, you just have to make it available for employees.

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [October 5, 2021, 2:07am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/13 "2021-10-05T02:07:37Z")

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You started by asking for debits and credits. Now you have added opening amd closing balances. What do you really want?

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<div class="post-metadata">

**Author:** ![msafdaar](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/msafdaar/32/63515_2.png) [@msafdaar](https://forum.manager.io/u/msafdaar)\
**Post date:** [October 5, 2021, 10:19am UTC](https://forum.manager.io/t/simplify-employee-reports/37323/14 "2021-10-05T10:19:39Z")

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I want a report ‘Employee Statement’ that shows opening balance, closing balance and the transactions between them. Just like a customer’s statement.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [July 5, 2026, 8:17pm UTC](https://forum.manager.io/t/simplify-employee-reports/37323/15 "2026-07-05T20:17:42Z")

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Closed on July 5, 2026, 8:17pm UTC

Uncategorized topics older than 3 years with no recent activity
