How do reporting periods and dates work in scheduled reports?
A schedule's frequency controls when a report runs. Its reporting period or snapshot date controls which data it includes. These are separate settings.
A relative date moves forward with each run. A fixed month or date stays the same.
For payroll reports that offer a period filter, choose the option that matches the data you need:
Option | What each run includes |
|---|---|
Latest finished payroll month | The latest finished main payroll run's date range for the selected legal entity, including finished main, off-cycle, and expenses runs within those dates. |
Previous calendar month | The calendar month before the run. |
A specific month | The same selected month every time. |
Latest finished payroll month requires a legal entity. It follows the payroll run's own dates, which may differ from a calendar month. If the entity has no finished payroll, Remote uses the previous calendar month instead and explains this in the email.
Monthly general ledger, gross-to-net, and variance exports include only completed or finalized payroll runs. Payroll runs that are still processing do not count.
A built-in payroll report with general ledger columns requires a legal entity.
For built-in payroll reports without general ledger columns, you can leave the legal entity empty to cover all legal entities. You must select an entity to use Latest finished payroll month.
People and balance reports can offer these options:
Option | What each run shows |
|---|---|
As the report is saved | Uses the report's saved date. If no snapshot date is saved, it also includes people joining through the end of next month. |
Day the report runs | Data as of the run day. |
Last day of the previous month | Data as of the last day of the month before the run. |
A specific date | Data as of the same selected date every time. |
Choose Day the report runs if each delivery should show a current snapshot rather than repeatedly using a fixed date.
Built-in reports cannot be edited. When a built-in report needs filters, you set them on the schedule instead. Schedule filters do not change the underlying report's own filters.
Not every report has a filter step.
For built-in reports, create the schedule from Scheduled reports, not All reports.
Schedules run in their configured time zone. Remote also resolves relative date filters in that time zone, regardless of where someone views the schedule.
The Last run and Next run columns show times in the viewer's time zone. Hover over Next run to see the time in the schedule's time zone.
Open the schedule's Run history, then review the run and delivery details for the period or filter values used.
If a payroll report is empty, check the legal entity, the resolved period, and whether the relevant payroll has finished. The schedule owner can use Run now after the payroll finishes.
