Exporting Custom and EZ Reports

Last modified by Peytience S on 2023/10/31 16:27

Custom Reports and EZ Reports created can be exported in an Excel spreadsheet file that could be sent to your Accountant for review.

  • Select the desired report under the "Custom" tab.
  • Set the desired Report Period.
  • Click on "Export" on the top tool bar.
  • In the "Save As", enter the name you want for the report and where you would like to save it to.
  • In the "Select Export Preference", select "Microsoft Excel" and save the report.
  • Send the report to your accountant for review.

Related Pages:

Editing Custom and EZ Reports

Learn how to edit Custom and EZ Reports.

Showing Employee Name on Each Page

FAQ: The report I created is 2 or more pages long, can I get the employee name to be displayed on each page?

Creating and Processing your own EZ Report

Read our guide in creating and processing your own EZ Report.