Use Method 1 when you need to analyze data, build a pivot table, or share a detailed breakdown with your accountant at quarter-end. Use Method 2 when an employee needs their earnings record, or you need a quick, clean document to file or send. Both are worth running at year-end for complete records.
Two methods, zero guesswork. Whether you need Excel for analysis or a PDF to share, your payroll data is always just a few clicks away.
Method 1 — Department Summary:
Best for a full picture of your data. Get all fields across all employees, ready for pivot tables and custom filtering.
- Navigate to ' Analytics and Reports'
- Under Live Reports, select View All Reports
- Search for Department Summary Data with Employee Detail > Create Report. Locate it in the Payroll report list, this report generates a detailed earnings breakdown for each employee.
- Set the date range. Choose the pay period or date range you need, a single quarter, a month, or year to date.
- Under Layout, select " All Fields." This ensures every available data column is included in your export, earnings, hours, taxes, deductions, and more. Don't skip this step or you'll get a partial dataset. Why All Fields? Selecting All Fields gives you the most complete dataset possible, essential if you plan to build a pivot table or share with your accountant.
- Run report and export to Excel
Method 2 — Employee Earnings:
Best for quick sharing and simple information. A clean, formatted earnings record per employee, ready to send or file. This exports to PDF
- Navigate to Reporting
- On the left-hand menu, select Payroll. This filters the report library to show only payroll-related reports.
- Find Employee Earnings Record
- Select Create Custom Report. This opens the configuration screen where you'll set your parameters before running.
- Set the date range. Choose the pay period you need, a specific quarter, a single paycheck date, or a custom range.
- Under Employees, select ‘ All.’
This ensures every employee, active and inactive, is included in the report. Don't limit to active only or you'll miss former employees who were paid during the period. Select All, not Active. Former employees still received paychecks during the year, including them keeps your records complete and audit-ready.
- Run report and export to PDF
Comments
0 comments