Exporting and printing the Payroll Transactions report

Exporting and printing the Payroll Transactions report allows you to share data with accountants, auditors, and archives, or to keep an offline copy for your records.

Before you start

• Have the Payroll Transactions 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 where you'll use it—Excel for further analysis, PDF for archiving and sharing.

Steps

1. Open the Payroll Transactions report from Reports → Payroll Transactions.
   Open in Usystems

2. Apply any filters (date range, employee, department, status) 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 data analysis in spreadsheet software.
   • PDF — for a formatted, printable document.
   • CSV — for import into other systems or databases.

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

6. To print instead of download:

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

Tips & common mistakes

• Export in Excel if you need to sum, filter, or share the data further—it is the most flexible format.
• Export in PDF if you're archiving for audit or legal purposes; PDF is tamper-evident and suitable for formal records.
• Always check the exported file in your spreadsheet or PDF reader to ensure all columns and data came through correctly.
• Store exports securely, as they contain employee compensation information (sensitive data).
• Use consistent naming conventions (e.g., ReportName-Month-Year) to keep archives organized.