1. To begin, go to Payroll >> then select Reports. 

2. Next, select Create Report >> select the date range you’d like to create a report for >> then select Generate Report. 

3. Once the Status updates from “Running” to “Finished” the report is complete, which you can view the details of by clicking on the corresponding date in the Created column.





 If you click on the values under the Schedule Total and/or Timeclock columns you'll be provided with a detailed breakdown for the associated employee.

4. There are 3 different ways to run a payroll export. The first is the master export, which will include the totals for all data/pay details within the selected timeframe, but excludes the individual breakdowns such as per class, daily hours, etc. To run this export, navigate back to Payroll >> Reports >> click on the date for the desired report >> select Export >> then confirm that you’d like to execute the export by clicking on Yes, create. 

The other 2 export options are for individual Schedule Total and Timeclock Total breakdowns per employee. To execute either of these exports, open up the desired payroll report >> click on the value under the Schedule Total or Timeclock Value columns for the applicable employee >> then select Export.

6. Once the export has been completed, you’ll be provided with the option to download it, which will always be a CSV file.

7. All payroll exports will be saved for 14 days, after which they will automatically be deleted/archived. These can be accessed at any point within that time frame by going to Settings >> Data Exports.