Change Date Ranges on Employee Totals by Period Report

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Hi everyone.  New Sage CRE 300 user and first time poster to this group so be gentle.  ;) 

Does anyone know how to change the date parameters in the Employee Totals by Period report?  I have preset options of Current Month, Current Quarter, Current Year, Prior Month, Prior Quarter, and Prior Year but what I want to look at is only the first quarter of 2021.

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    This report runs off the PR Master file. The Payroll master file only stores MTD, QTD, YTD and Prior Month, Prior Quarter and Prior Year totals.  You would need to use some other report that runs from the checks where you can enter a check date range for the 1st quarter.  The PR Subject to Date Range report would provide you with Taxable/Subject to and tax amounts by Tax ID and Employee for the date range. What information do you need for the 1st Qtr 2021?

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  • 0

    This report runs off the PR Master file. The Payroll master file only stores MTD, QTD, YTD and Prior Month, Prior Quarter and Prior Year totals.  You would need to use some other report that runs from the checks where you can enter a check date range for the 1st quarter.  The PR Subject to Date Range report would provide you with Taxable/Subject to and tax amounts by Tax ID and Employee for the date range. What information do you need for the 1st Qtr 2021?

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