greytHR provides comprehensive MIS (Management Information System) and loan reports. These reports offer detailed insights into organizational operations and loan management. The reports also help HR admins make informed decisions, enhance efficiency, and manage financial risks effectively.

Refer to the following MIS and Loan reports that will guide you in generating accurate and comprehensive reports.

MIS (Management Information System) Reports

MIS (Management Information System) reports are detailed data summaries. The reports provide insights into an organization's operations and performance. This helps the admins to make informed decisions.

It is important to maintain MIS reports as they enhance efficiency, identify trends, and support strategic planning.

LOP Reversal Report

To generate LOP Reversal Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter the LOP Reversal Report. The form appears.
From the From Date and To Date dropdown calendars, select the required date.
Select All Employees/Selected Employees based on your requirements.
Click Options to customize the report.
Click Save to save the customization.
Click Generate to generate the LOP Reversal Report.

Compensation Item Statement - Monthly

To generate a Compensation Item Statement - Monthly Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Compensation Item Statement - Monthly. The Compensation Item Statement - Monthly form opens.
Select the Please select Compensation Items.
From the Sort Order dropdown list, select the Employee No/Name.
Click Options to customize the report.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the claims reviewer info Report.

Compensation Item Statement - Consolidated

To generate Compensation Item Statement - Consolidated report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the Search box, Enter Compensation Item Statement - Consolidated. The form appears.
From the Pay Item dropdown list, select the required pay item.
From the From Payroll dropdown list, select the relevant month.
From the To Payroll dropdown list, select the relevant month.
Click Options to customize the report.
Click Save to update the changes.
Click Generate to generate Compensation item Statement - Consolidated report.

FORM 12B

To generate the Form 12B, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

Using the search search box, search for Form 12B. The form opens.
From the Financial Year dropdown list, select the required financial year.
Select the All Employees/Selected Employees option as per your requirements.
Click the Generate/Generate Employee Wise button as per your requirements. The report downloads in pdf format.
Note: Using the Generate Employee Wise option, you can download the Form 12B of each employee separately.

Implementation Verification Report

To generate the Implementation Verification Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

Using the search search box, search for Implementation Verification Report. The form opens.
Go to Options, enable the checkbox Show Details if applicable, select the Report Output Type.
Click on Save.
Click Generate to generate Implementation Verification Report.

Overrides Report (EmployeeWise)

To generate the Overrides Report (EmployeeWise) report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Overrides Report (Employee Wise).
From the Group By dropdown calendar, select the required group.
From the Pay item search box, select the required item.
Enable the check box Show only open override if applicable.
From the Date Range dropdown calendar, select the date range.
Click Options to customize the report.
Click the Report Output Type dropdown to select the required option.
Click Save to save the customization.
Click Generate to generate the Overrides Report (EmployeeWise) report.

Overrides Report (ItemWise)

To generate the Overrides Report (EmployeeWise) report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Overrides Report (Item Wise).
From the Please Select the Repository item, select the required item.
Enable the check box Show only open override if applicable
Select Current Month or All Months as per your requirement.
Click Options to customize the report.
Click Report Output Type dropdown, and select the required option.
Click Save to save the customization.
Click Generate to generate the Overrides Report (ItemWise) report.

CTC Breakup Report

To generate CTC Breakup report of all/selected employees, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter CTC Breakup report. The form appears.
From the Revision range, select From/Latest/All/All Employees/Selected Employees the applicable options.
Click Options, to customize the report.
Click Generate, to generate the CTC Break up report.

Arrear Report

To generate Arrear Reports of employees, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Arrear Reports. The Arrear Reports form opens.
From the Select Payroll dropdown list, select the relevant financial year.
Click Options to customize the report.
Click Generate to generate the Arrear Reports.

Bonus Statement

To generate Bonus Statements of employees, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Bonus Statement. The Bonus Statement form opens.
Select All Employees/ Selected Employees option.
If you have chosen the Selected Employees option, select the employees using the check boxes adjacent to the employee names.
Click Options to customize the report.
Click Generate to generate the Bonus Statement.

FBP Plan Exporter

To download the FBP Plan Exporter report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter FBP Plan Exporter. The FBP Plan Exporter form appears.
From the Plan Type dropdown list, select the required plan.
From the Plan Status dropdown list, select the required plan status.
Select All Employees/Selected Employees as per your requirement.
Click Save to save the customizations.
Click Generate to download the FBP Plan Exporter report.

Nomination Details Report

To generate Nomination Details Reports, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Nomination Details Reports. The Nomination Details Reports form opens.
From the Nomination For dropdown list, select the relevant option.
Select the All Employees/Selected Employees option.
Click Options to customize the report.
Click Generate to generate the Nomination Details Reports.

Salary Summary Report

To generate Salary Summary Report of employees, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

Using the search search box, search for Salary Summary Report. The form opens.
From the Component Name dropdown list, select the required component name.
From the Group Level 1, Group Level 2, and Group Level 3 dropdown lists, select the required options.
Select the Include Resigned Employees checkbox as per your requirements.
Click Generate to download the summary of the salary report.

Settlement Report

To generate Settlement Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Settlement Reports. The Settlement Reports form opens.
Select the Current Month/All Months (In this financial year)/Date Range option.
From the Sort By dropdown list select the required order.
Click Options to customize the report.
Click Generate to generate the Settlement Reports.

YTD Statement

To generate YTD Statement for all employees, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter YTD Statement. The YTD Statement form opens.
From the From Payroll dropdown list, select the relevant month.
From the To Payroll dropdown list, select the relevant month.
Click Mark Income to select all the income components.
Click Mark Deductions to select all the deduction components.
Note: You can also select the required components individually.
Select All Employees option.
Click Options to customize the report.
Click Generate to generate the YTD Statement.

YTD Summary Report

To generate a payroll YTD summary report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter the YTD summary report. The form appears.
From the From Payroll dropdown list, select the required payroll month.
From the To Payroll dropdown list, select the required payroll month.
Click the Mark Income to select all the income components.
Click the Mark Deduction to select all the deduction components.
Click Options to customize the report.
To generate the YTD summary reports, click Generate.

Loan Reports

Loan reports are detailed summaries that track the status, payments, and performance of loans within an organization or for an individual. They are important for monitoring financial health, ensuring compliance, and managing risks associated with lending.

Loan Balance Report

To generate the Loan Balance Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Loan Balance Report. The Loan Balance Report page opens.
From the Loan Type dropdown list, select the loan type as per your requirements.
From the Group By dropdown list, select the required option.
From the Order By dropdown list, select the required option.
Select the Summary checkbox if applicable.
Click Options to customize the report.
Enter the required details and click Save to save the customization.
Click Generate to generate the report.

Loan Summary Report

To generate the Loan Summary Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, type Loan Summary Report. The Loan Summary Report page opens.
From the From Date and To Date dropdown calendar, select the required dates.
From the Loan Status dropdown list, select the status of the loan.
Select All Employees/Selected Employees as per your requirements.
From the Group By dropdown list, select the required option.
Click Options to customize the report.
Enter the required details and click Save to save the customization.
Click Generate to generate the report.

Loan Transaction Report

To generate the Loan Transaction Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Loan Transaction Report. The Loan Transaction Report page opens.
From the From and To dropdown calendar, select the required dates.
From the Loan Item dropdown list, select the required loan item.
From the Group By dropdown list, select the option as required.
From the Sort Order dropdown list, select the required option.
Select the Summary checkbox if required.
Click Options to customize the report.
Enter the required details and click Save to save the customization.
Click Generate to generate the report.

Loan Details Report

To generate the Loan Details Report, from the greytHR Admin login, hover over the 9 dots and go to Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Loan Details Report. The Loan Details Report page opens.
From the From and To dropdown list, select the required months.
From the Loan dropdown list, select the required loan type.
From the Loan Details dropdown list, select the details of the loan.
From the Group by dropdown list, select the required option.
Click Options to customize your report.
Enter the required details and click Save to save the customization.
Click Generate to generate the report. You can also click Mail me if you want the report on mail.
Note: You can view the generated report under the Recent Reports page.

You can also generate and download other customized reports using the Reports Gallery and Query Builder pages as per your requirements.

Related article:

View income tax related reports

How-to videos

Get started with quick video walkthroughs.

Product updates

Stay informed with the latest product updates.