Pivot mode lets you reorganise report data so you can group and summarise it in different ways. Instead of viewing rows of data, you can “pivot” the table to show totals, counts, or comparisons across categories.
This will help you spot trends or patterns, summarise large datasets, and create custom views without the need to export to MS Excel.
Open a report that supports pivoting (e.g. a Pay Elements report).
Enable Pivot Mode using the toggle in the right-hand panel.
Set your column labels (what appears across the top):
Drag a field (e.g. Payroll Period) into the Column Labels area.
Set your row groups (what appears down the left):
Drag fields (e.g. Payroll Name, Pay Heading Type, Pay Heading Name, Employee) into the Row Groups area.
Add values by dragging a field (e.g. Amount) into the Values area.
Use the date filter to set the date range (e.g. a full tax year).
To sort columns into alphanumeric order, click Sort Columns (bottom-right of the panel).
Save your template when complete.
To find out how to use the key features of pivot mode, ▶ Watch: Save, share and export reports (opens in YouTube)