Exporting and printing the Bonuses & Deductions report

Exporting and printing the Bonuses & Deductions report allows you to share compensation trends with finance, audit compliance, or keep offline copies for your records and analysis.

Before you start

• Have the Bonuses & Deductions report open and filtered to the data you want to export.
• Verify that you have the permissions to export and print reports.
• Choose your export format (Excel, PDF, CSV) based on your use case—Excel for trend analysis, PDF for archiving, CSV for import into other systems.

Steps

1. Open the Bonuses & Deductions report from Reports → Bonuses & Deductions.
   Open in Usystems

2. Apply any filters (date range, employee, department, type) that you want to include in the export.

3. Click the Export or Download button (usually near the top-right of the report).

4. Choose your export format:

   • Excel (.xlsx) — for analysis, trend charts, and pivot tables.
   • PDF — for a formatted, printable document suitable for filing.
   • CSV — for import into accounting software or other systems.

5. The file will download to your computer. Save it with a meaningful name (e.g., "Bonuses-Deductions-Jun-2026.xlsx").

6. To print instead of download:

   • Click the Print button or press Ctrl+P (Windows) / Cmd+P (Mac).
   • Choose your printer and paper size.
   • Click Print to send to your printer.

Tips & common mistakes

• Export in Excel to create pivot tables or charts showing bonus distribution by department or employee tier.
• Export in PDF if you're archiving for compliance or audit purposes; it is tamper-evident and printable.
• Always verify the exported file in your application to ensure all rows and columns are present.
• Store exported files securely, as they contain sensitive employee compensation data.
• Use a consistent naming convention with dates (e.g., ReportName-YYYYMM) to keep archives organized.