The Payroll Summary by Employee gives you a full breakdown of earnings, taxes, and deductions for every employee, grouped, customized, and ready to export to Excel in six steps. This process will give you everything you need in one smooth export.

1. Click Reports on the left-hand menu. Your starting point, find it in the main navigation of your payroll dashboard.
   
2. Click "Payroll Summary by Employee." This report gives you a side-by-side summary of every earning, tax, and deduction code, organized per employee for the period you choose.
3. Set the date range > Apply. Choose your pay period, a single quarter, month, or custom range. Hit Apply to load the data before customizing.
   
4. In the upper-right corner, select Customize
   • Include All Employees (default may be " Active Employees")
   • Group by Employee
   • Include Total and Details
5. Next to the Customize button, ensure that the vertical view is selected (employee names should be listed on the top row, and earning/tax/deduction codes should be listed on the left-hand column). This is critical for a clean, readable export. In vertical view, employee names run across the top row and earning/tax/deduction codes are listed down the left-hand column, the right orientation for Excel analysis.
6. Export > Export to Excel