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With the employee summary report, you can see each worker's cumulative pay for a selected date range. In OnPay, this report breaks down Gross Wages, Withholding Taxes, Employer Taxes, and Deductions in detail.
This article will show you how to:
- Run an employee summary report in OnPay
- Utilize additional filters
- Export the report to .pdf or .xlsx
Running an Employee Summary Report
From the company dashboard, navigate to Reports > Employee Summary in the menu to the left.
Once you're on the Employee Summary page, you can use the date drop-down options to select the range of time you want to run a report for. Then, click Update List.
The report will give you a cumulative summary of each worker's pay over the date range you selected.
You also have the ability to run reports with more detailed filters. This is a great way to look more closely at payroll data for a specific worker, department, location, or position.
Under the date drop downs, click Additional Filters.
A window will expand, offering more detailed filter options. Select a filter, and the report will automatically update.
You can always remove additional filters by clicking the Reset Filters button.
Exporting an Employee Summary Report
You can easily export employee summary reports to a .pdf or .xlsx file for printing or record keeping.
Once you have run the report with your desired date range or filter criteria, simply click the button in the top right to either Open in Excel or Save as PDF.