Need a full payroll breakdown? There are two ways to get there, one exports to Excel for deeper analysis, the other gives you a clean PDF in seconds. Both get the job done.
Method 1 — Department Summary:
Best for deep analysis. Get all fields across all employees, ready for pivot tables and custom filtering.
Exports to Excel
Method 2 — Employee Earnings:
Best for quick sharing. A clean, formatted earnings record per employee, ready to send or file.
Exports to PDF
Method 1
Department Summary Data with Employee Detail:
1
Navigate to Analytics and Reports:
Find it in your main navigation menu.
2
Under Live Reports, select View All Reports:
This opens the full library of available standard reports.
3
Search for "Department Summary Data with Employee Detail":
Type it in the search bar, find the report, and click Create Report to begin configuring it.
Search → Department Summary Data with Employee Detail Create Report
4
Set the date range:
Choose the pay period or date range you need, a single quarter, a month, or year to date.
5
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.
6
Run the report and export to Excel:
Click Run Report, then export as Excel. Your full department payroll breakdown is ready to analyze, filter, and share.
Export as Excel → ready for pivot tables, filtering & deep analysis.
Method 2:
Employee Earnings Record:
1
Navigate to Reporting:
Find Reporting in your main navigation.
2
Select Payroll from the left-hand menu:
This filters the report library to show only payroll-related reports.
3
Find Employee Earnings Record:
Locate it in the Payroll report list, this report generates a detailed earnings breakdown for each employee.
4
Select Create Custom Report:
This opens the configuration screen where you'll set your parameters before running.
5
Set the date range
Choose the pay period you need, a specific quarter, a single paycheck date, or a custom range.
6
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.
7
Run the report and export to PDF:
Click Run Report and export as PDF. A clean, print-ready earnings record, perfect for filing, sharing with employees, or sending to your accountant.
Export as PDF → clean, formatted & ready to share or file
Pro tip:
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.
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