I've been digging around the forums a bit, but I apologize if there is a thread answering my question and I missed it. I am new to Monarch, but am impressed with the software so far. In the past, I've written my own VBA scripts to extract report information, but lately a couple of the reports were complex enough that it merited investigating Monarch's capabilities. However, I must warn you - this is my first exposure to the software, and although I read the entire manual (excellent weekend reading by the way sigh), I am still limited in my conceptual understanding of the program. I think I may have picked a tough report (the report is a PDF) though to begin learning on.
Here is a sample section of the report I am working on, with names/details changed of course:
Company Name Payroll Register Report # 0348.01 ProBusiness
1 Page Date 11/01/2007 Paygroup: 1 Run(s):574 Check Date 11/01/2007 Period 10/16/2007 - 10/31/2007
Chk Date Check #
Emp # Div Dept Exmp Gross Chk Type
S/H Rate Cyc M Grp <------ Earnings -
> Deduct Deposit
SSN Hire Dist Code Hours Amount Code Amount Code Amount Code Amount Net Amt Chk Amt
Employee Name REGULAR 78.67 4886.92 HLTHCARE 33.33 PTX LIFE 20.37 AD&D 6.79 FIT 522.87 UT-SIT 252.81 11/15/07 DD457847
8888 1 55555 10/10BEREAVE 8.00 496.95 125C MED 642.00 DEP LIFE 12.00 GRP LGL 6.74 FICA 0.00 ERDY TER 58.83 5974.97 DIRECT
H 62.1192 S M FLEXRSRC 548.35 LTD POST 6.57 4K LOAN2 260.61 401K 215.35 FMED 76.45 2157.47 3817.50
555-55-5555 02/13/99 PCD 50KLIFE 42.75 GTL OFF 42.75 3817.50 0.00
Employee Name 2 REGULAR 86.67 3350.58 PTX LIFE 3.63 AD&D 1.21 125C MED 696.00 FIT 254.25 MI-SIT 74.13 11/15/07 DD327014
88888 1 34759 12/12FLEXRSRC 542.93 LTD POST 4.09 GTL OFF 5.00 DOM OFF 211.48 FICA 211.37 4109.99 DIRECT
H 38.6591 S S 50KLIFE 5.00 FMED 49.43 1510.59 2599.40
111-11-1111 10/15/94 HDQ DOMPRTNR 211.48 2599.40 0.00
I really could have two levels of detail from this report:
With the first option, I would really only need a header template and the detail template getting info from the left-most and right-most sections of each record. With the second option, those left and right areas would become append templates - duplicating their information for each individual earnings or deduction code. However, I'm a little confused at how I can get the detail when it would really be two fields (the code desc and the amount) that repeat through the multiple column section in the middle. Especially since the column widths change from Earnings to Deductions to Taxes. And would it be possible to also append each code with which section it came from - Earnings/Deductions/Taxes.
A couple reminders:
Every Employee has a different number of earnings and deductions and taxes. And sometimes, the codes are very different. This is why, if I want the detail this deep, I need to treat each deduction/earnings entry as the detail level.
Also - there are some employees that have so many earnings/deduction codes that their "section" is a bit longer than others. Usually only by one or two lines. For the most part, each section is 4 lines with 2 lines spaced in between each employee. When an employee does have that many deductions it will go onto a 5th or 6th line (still staying in the same column region) but the append level (employee info) doesn't change and is still just the four lines. And you will still have two blank lines before the next employee.
Anyway, that should get someone started. I apologize if I have left out any important information. Please let me know what info you need and I will get it to you as soon as possible. Thank you in advance for your help!