Exporting and printing the Payroll Summary report

After running the Payroll Summary report, you can export it to PDF, Excel, or CSV format, or print it directly. This allows you to archive payroll records, share results with finance teams, or attach reports to documentation.

Before you start

• The Payroll Summary report must already be generated on your screen.
• You need permissions to export reports (usually granted by default to HR and admin roles).
• Choose your preferred format: PDF (for printing and email), Excel (for further analysis), or CSV (for data processing).

Steps to export

1. On the Payroll Summary Report page, look for the Export or Download button (usually at the top or bottom of the report). Open in Usystems

2. Click the Export button and choose your format:

   • PDF — Best for printing, archival, and sharing via email.
   • Excel (.xlsx) — Best for pivot tables, charting, and further analysis.
   • CSV — Best for importing into other systems or databases.

3. The file will download to your computer's default Downloads folder. Rename it if needed (e.g., Payroll_Summary_Jan_2026.xlsx).

4. Verify the file contains the correct date range and data by opening it.

Steps to print

1. On the Payroll Summary Report page, look for the Print button or use your browser's print command (Ctrl+P or Cmd+P).

2. Review the print preview to ensure all columns are visible and the layout fits your paper size.

3. Adjust page orientation (Portrait or Landscape) if needed to fit all columns.

4. Select your printer and click Print.

Tips & common mistakes

• File naming: Include the month and year in the filename (e.g., Payroll_Jun_2026) so you can easily find archived reports later.
• Excel analysis: If you need to pivot or sum by department or cost center, export to Excel and create a pivot table rather than manually editing the file.
• Backup: Save exports to a shared drive or cloud storage to prevent loss due to computer failure.
• Sensitive data: Payroll data is confidential—ensure exported files are stored securely and shared only with authorized personnel.
• Large reports: If exporting a very large date range or organization, the export may take a few seconds. Do not close the browser tab during export.