Exporting Standard Reports
Last modified by Peytience S on 2023/10/31 16:05
Standard Reports can be saved as an Excel Spreadsheet (*.XLSX) file that you could send to your accountant for review:
- Select the desired report under "Standard" in Reports Plus.
- Set the Report Period for the report to cover.
- Select the desired employee list to be used.
- Click on "Export" on the top tool bar.
- Most of the Standard Reports will have a "Report Options" box pop up first. Match the fields to the appropriate item from the dropdown list and click "OK".
- In the "Save" box, the "Save As" will be filled in with the title of the report being exported. You can change the name of the report if you wish and then choose where to save it and click "Save".
- In the "Export Options" box, from the "Select Export Preference" dropdown select "Microsoft® Excel" and click "Export".
- Send the report to your accountant for review.
Related Pages:
Creating a Standard Report for One (1) Employee
Learn how to customize your Standard Report to show only one (1) Employee.
Page Setup for Printing
FAQ: I have reports that cut off the right side. How do I print the report without it cutting off?
Printing Standard Reports
FAQ: Print under the File menu is greyed out. How do I print Standard Reports?
Processing Standard Reports
Read our guide on processing Standard Reports.