Follow this guide to create a preapproval summary 2 client pack in PDF format.
Considerations #
There are some differences between the XLSX version and the PDF version. The PDF version does not print wide data tables:
- Holiday entitlements, Holiday History and Holiday Accrual
- GB or AE (Auto-enrolment)
- Pay Definitions.
If you need any of these sheets, we recommend you keep both report versions (XLSX and PDF), but named differently e.g. Pre-approval summary2 in XLSX format, and a 2nd version Client Pack in PDF format which is more concise for sharing with clients.
As both reports include a journal configuration, you will need to keep these aligned – so if you change one, you’ll need to change the other.
Create a Client Pack PDF Report Definition #
Follow these steps to either download edit and upload an existing report or create a new one.
Download/Upload option #
- Download… all report definitions.
- Delete all report rows except the Pre-approval summary2
- Copy and paste this row onto a new row
- Change the name, description and format to pdf
- Delete the Preapproval summary2 row as you already have that report
- Save the file in CSV or XLSX format
- Company Setup > Report Definitions > Upload… to add the new Client Pack PDF report
Create new option #
Alternatively, you can create a new Report Definition in Company Setup > Report Definitions > Add
Admin My Documents #
If you have setup both documents, you will have access to both 2:
Client privileged user pack PDF visiblility #
See the guide on making company documents visible to privileged workers to make the client pack visible in Company Setup > Update the company > Scroll down to Preferences
