Who it’s for: Administrators and users with the relevant reporting permissions
Platform: Sense HR
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into Sense HR
☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)
Overview
Use a Profile Information report when you need to review or export employees’ current pay details.
Within the Profile Information report, select the fields you need from the Pay details section.
This report shows the current pay details record for each employee. For each person, Sense HR returns the pay details record with the most recent effective date.
Use this report to:
review current salary or pay records
check current pay details before payroll processing
export current pay data for review
create a reusable current pay details report
🖊️ Note: To report on current and historical pay details, use the Pay details report type instead.
👉 See Generate a current and historical pay details report
Navigation path
Create a current pay details report
From the Sense HR Dashboard, go to Reports.
Select Profile Information.
Click Create.
Select report fields
Choose the employee and pay details fields you want to include in the report.
Common fields may include:
Full name (of employee)
Status
Start date of employment
Last date of employment
National insurance number
Employee ID
Contract type
Job title
Department
And under Pay details, select:
Effective date
Amount (Currency)
Amount
Rate
Pay period
Select any other fields you need for review, filtering, or export.
💡 Tip: Include enough employee identity fields to make the report easy to check and filter especially if you are exporting it for payroll or audit use.
Preview the report
Click Next.
Sense HR opens the report workspace and shows a preview of the report.
The preview shows one current pay details record per employee. This is the pay details record with the most recent effective date.
Manage fields
Use Manage fields if you need to add or remove columns after previewing the report.
Click Manage fields.
Tick fields you want to add.
Untick fields you want to remove.
Click Apply fields.
The report grid reloads with the updated fields.
🖊️ Note: Field changes save automatically when you click Apply fields. You do not need to click Save changes just to save field changes.
Filter or sort the report
Use the column filters to narrow the report results.
For example, you may want to filter by:
Department
Location
Status
Job title
Pay period
Effective date
Use sorting to arrange the report by fields such as employee name, department, or effective date.
💡 Tip: If the report includes leavers, future starters, or other statuses you do not need, apply a status filter before exporting or saving the report.
Save the report
When the report contains the fields, filters, and sorting you need, click Save changes.
This saves the report as a draft so you can return to it later.
You can also update Report details before saving:
Click Report details.
Enter a clear Report name.
Optionally add a Description.
Optionally add an AMI prompt for analysis (Elite and Enterprise only)
Click Save changes.
Example report name:
Current Pay Details Report
Publish the report
When the report is ready to use as the published version:
Click Save changes, if there are unsaved changes.
Click Publish.
Confirm that you want to publish the report.
Publishing marks the latest saved version as the published version of the report.
Export the report (optional)
To download the report:
Open the report.
Check the fields, filters, and sorting.
Click Export.
Choose the required format.
Exports contain the fields and filters currently applied to the report.
Find the saved report later
Saved reports appear in:
Reports > All Reports
or under:
Reports > Profile information
From the report list, use the More actions (...) menu to edit, copy, export, delete, or analyse the report where available.
Current vs historical pay details
Use the correct report type depending on what you need to report on.
What you need | Report type to use |
Current pay details only | Profile Information report, using fields from the Pay details section |
Current and historical pay details | Pay details report |
Best practice
Use a clear report name so the report is easy to find later.
Include employee identifiers such as Employee ID, National Insurance Number, or Department to make exported data easier to verify and filter.
Check filters before exporting, especially Employee status and Effective date filters.
Use Copy if you want to create a variation of the report without changing the original.
Basic Troubleshooting
I only see one pay row per employee
This is expected when reporting on pay details through Profile Information. The report shows the current pay details record for each employee, based on the most recent effective date.
I need historical pay records as well
Use the Pay details report type instead. Profile Information returns the current pay details record only.
I do not see the fields I need
Click Manage fields, select the missing fields from the relevant section, then click Apply fields.
The report includes employees I do not need
Apply filters such as employee status, department, location, or job title.
Save changes is unavailable after changing fields
Field changes are saved separately through Manage fields. Save changes is used for changes such as report details, filters, and sorting.
Summary
To generate a current pay details report:
Go to Reports.
Select Profile information.
Click Create.
Select the employee and pay details fields you need.
Click Next.
Review the report preview.
Add or remove fields using Manage fields, if needed.
Apply filters or sorting, if needed. For example, status filters to filter out leavers or future starters.
Click Save changes.
Publish or Export the report when ready.