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.
Open and configure the report
1
Click Reports on the left-hand menu
Your starting point, find it in the main navigation of your payroll dashboard.
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 → click Apply:
Choose your pay period, a single quarter, month, or custom range. Hit Apply to load the data before customizing.
Customize the report settings.
4
In the upper-right corner, click Customize:
This opens the report configuration panel. Set all three options below before running:
Customize settings:
Include All Employees:
Captures active and inactive employees, anyone who received a paycheck in the selected period is included.
Default may be "Active Employees", change this
Group by Employee:
Organizes the report so each employee's data is grouped together, making it easy to scan, compare, and analyze individual payroll records.
Include Total and Details:
Shows both the line-item breakdown and the totals for each employee, you get the full picture, not just summary numbers.
Set the correct view orientation.
5
Select the vertical view next to the Customize button:
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.
Vertical view — what it looks like
Export your report:
6
Click Export → Export to Excel:
Your fully configured Payroll Summary by Employee is now exported as an Excel file, grouped by employee, with all codes and totals included, ready for your accountant, HR team, or quarterly records.
Export → Export to Excel:
All employees · all codes · totals & details · vertical layout
Pro tip:
Always double-check that the employee filter is set to All Employees before exporting, it's easy to miss since the default is Active Employees only. Missing former employees means incomplete records, which can cause issues at tax time or during audits. One extra second of checking saves hours of headaches later.
Clean. Complete. Export-ready. Every employee, every code, every dollar, organized exactly the way you need it.
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