How to run an Earnings Summary

  • Updated

The Earnings Summary allows you to view and filter customizable summaries of your employees' earnings. You can have multiple saved configurations of this summary, and even export it as a file.

 

Viewing and exporting

The Earnings Summary displays each employee's categorical earnings individually, with totals. You can export this summary as a CSV, PDF, or an Excel spreadsheet.

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Scroll to see earnings for each employee, with totals for each column at the bottom.

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Using filters

Use filters to narrow your summary. 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 summary

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Add/remove columns

Click Add/Remove Columns to change and rearrange the columns in your summary.

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Drag and drop columns into your preferred order. DND_columns.gif

 

Add new columns from the list on the right. Drag existing columns into that list to remove them from this summary.

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Smart column groups

Smart column groups flexibly present multiple columns based on how you've filtered your summary.

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In this example, we've added the wages Smart Column.

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Here you can see that there are seven "Wages" columns between "Gross" and "Employee Taxes Total".

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Name your customized summary. This will come in handy as you make multiple configurations of this summary.

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Click Save when you're finished configuring columns for this summary.

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Making new configurations

Click the (+) to make a copy of your selected summary. Rearrange the columns to configure your new summary. When you're ready, name this new summary, and click Save

 

Note: You can make as many report configurations as you need. Configurations can be added but not deleted.

 

v7.24