Introduction
Salary reports in uKnowva HRMS offer in-depth insights into employee compensation, providing HR professionals with essential payroll data for accurate record-keeping and compliance.
However, as business needs evolve, there may be situations where the structure or configuration of an existing salary report needs to be updated.
Whether you want to change the report title, include additional data columns, restrict access, or revise filter criteria, uKnowva HRMS offers a simple yet powerful way to edit salary reports from within the platform.
In this article, you’ll learn how to access and modify an existing salary report to better align with your reporting requirements.
Step 1: Accessing the Salary Report Page
Before you begin editing a salary report, you first need to navigate to the Salary Report interface.
If you're not sure how to do that, you can refer to the detailed guide available here: Viewing & Searching Salary Reports in uKnowva HRMS.
Once you reach the report page, you’ll see a structured list of existing salary reports generated in the system.
This layout makes it easy to locate the specific report you want to modify.
Step 2: Editing the Salary Report
Once you’ve located the desired report from the list, look above the report table to find the “Edit Report” button.
This feature allows you to customise the report based on your specific needs.
Clicking on the “Edit Report” button opens the selected report in an editable mode, where all the key configurations become accessible.
Within this interface, you can make changes to the Title and Report Description to ensure the report remains contextually relevant.
You can also update the Report Category and adjust settings such as Filter By, Access Group, and Exclude User Group to control which users or teams can view or interact with the report.
Other advanced options include setting the Group By field for data grouping, applying a Filter By – Modelling condition to refine data, and deciding whether to Decrypt Columns that might contain sensitive information.
If you need more technical control, you can use the Custom Where Clause to apply SQL-based conditions and configure Reports Data Modelling to manipulate the data source.
You also have the option to Deploy As App if you'd like to create a standalone application from the report.
Lastly, you can choose to add or remove specific columns from the report table, which helps tailor the report output exactly to your needs.
Once you’ve made the necessary adjustments, simply scroll down and click the “Submit” button to save your changes.
The report will be immediately updated with the new configuration, ensuring your data is presented in the most effective format.
Conclusion
That’s it!
You’ve now successfully edited a salary report in uKnowva HRMS.
By following this process, you ensure that your reports remain accurate, relevant, and tailored to your organisation’s evolving requirements.
Whether it’s updating basic details or applying complex data modelling rules, the built-in editing functionality allows HR teams to maintain control over how salary data is presented and accessed.
This flexibility makes payroll reporting more adaptable and insightful.
If you have any questions or need additional support, feel free to contact us at helpdesk@uknowva.com.