How To: Export a Report
To export a report, click on the three dot icon and click Export...
A list of available export file formats is available in the File Format dropdown.
The Display Header/Footer checkbox will include a header in the exported file.
This header displays information regarding the report generation:
1) Report Saved As Name2) Sort Order3) Filters Applied4) Date and Time the report was run5) Generated By Full Name
Export Settings
The Export Settings link allows you to determine how data appears in the exported file.
This option can also be accessed from the main report screen
Advanced Settings allow you to configure
- Layout of the export. This is most important for PDF export types.
- Display Header/Footer--will remove the Header from the file when exported.
- Display Column Names--will remove column headers from the file when exported.
- Export Dash as--numeric fields that are zero will export as a dash by default. This can be updated to display an empty column or a custom value, such as "0".
- Display Totals--will display a totals line for some numeric fields
Columns to Export allows you to configure what data columns are exported and how they appear.
- Columns can be removed from the export, but remain in the report view. Uncheck the box to remove a column from the export.
- Column headers can be updated with custom labels
- Columns can have character limits
Popular Articles
How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
Related Articles
How To: Run a Benefit Census Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The Benefit Census Report includes benefit enrollments as well as employee level information, such as SSN, Gender, Salary, etc. Each Benefit Plan should be added ...How To: Run an Employee Benefit Plan Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The following columns are helpful in this report: Benefit Type -- Medical, Dental, Vision, etc. Benefit Plan: Name -- Specific Plan Name within each Benefit Type ...How To: Sort A Report
The columns in every report can be sorted or Multi-Column sorted. On the field you wish to sort, hover your mouse on the right hand side of the field header. Click the arrows once to sort in an Ascending (low to high) order. Click twice to sort in a ...How To: Save a View/Report
To save a view , click on the three dot ellipsis and select Save View or Save View As. Save View will override the previous version of the report Save View As will create a new version of the report and will require a new report name Select My ...How To: Run a Payroll Comparison Report
To help you easily track whether totals for the current payroll are in line with previously finalized payrolls, the system has a Payroll Comparison report. This report is available in your pre-process View Reports section of the Payroll Prep ...