Our report designer lets you adapt your payroll reporting to include all the information you need to analyze expenses and make better business decisions. See changes as you make them, save custom views, or download them. Our reports even adapt automatically to include items that are specific to your business.
The Payroll Listing Report allows you to view and filter customizable reports for your employees. You can create and save multiple configurations of this report, and even export it as a file.
What we'll cover
Viewing and Exporting
The Payroll Listing report shows you all employees on payroll in a chosen date range. You can export this report as a CSV, PDF, or an Excel spreadsheet.
Scroll to see payroll for each employee, with totals for each column at the bottom.
Use filters to narrow your report. Click a filter field to choose from a list. Type to search that list by name. Apply as many as you need and click Update List to see the filtered report.
Click Add/Remove Columns to change and rearrange the columns in your report.
Drag and drop columns into your preferred order.
Add new columns from the list on the right. Drag existing columns into that list to remove them from this report.
Smart Column Groups
Smart column groups present groups of multiple columns based on how you've filtered your report.
In this example, we've added the wages Smart Column.
Here you can see that there are seven wages columns between "Gross" and "Employee Taxes Total".
Click Save when you're finished customizing columns for this report.
Name this report for future reference. You can make as many of these custom reports as you need.
To make a new configuration, first arrange the columns as you like. Then press the (+) button, and name your new configuration. When you click the (X), you'll see your new configuration.