Payroll Summary Report

The Payroll Summary report displays the sum of paycheck amounts for each payroll item within the specified date range. The items are grouped by payroll item type.

The Payroll key performance indicator (KPI) can be added to your dashboard to provide at-a-glance views of totals from this report. For more information on KPIs, see Setting Up the Key Performance Indicators Portlet.

To see the Payroll Summary by Item report:

Go to Reports > Payroll > Payroll Summary.

A message appears indicating that your report is loading. You can click Cancel Report to stop the report from loading.

Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. The Report by Period preference can be configured at Home > Set Preferences, the Analytics subtab.

Generating Insights on the Payroll Summary Report

With Narrative Insights, you can use generative AI to summarize your Payroll Summary report and provide key actionable information.

The insight shows the total payroll cost, including earnings and company contributions, across a given date range. It also provides the top three earnings and top three contributions. This provides visibility into what payroll is costing the organization.

To generate an insight on the Payroll Summary report:

1. Go to Reports > Payroll > Payroll Summary to open the Payroll Summary report.

2. Filter the report to include only the information you want the insight to reflect. For example, select a date range.

3. Click the Generate Insight button. The Narrative Insights dialog box appears. You can generate the insight again at any time by clicking the Generate Insight button.

For more information on narrative insights, see Narrative Insights Overview.

Related Topics

• Employee Payroll Item History Report
• Searching for Payroll Items
• Employee Payroll Item Search
• Payroll Check Register
• Payroll Liability Report
• Payroll Journal Report
• Payroll Summary by Employee Report
• Payroll Detail Report
• Hours & Earnings Report
• State Withholding Report
• Service Fees Report
• W-2 and 1099 Audit Information Report
• Customizing Payroll Reports to Include Batch Information
• Including an Employee's Address on a Report
• Modifying Payroll Report Sections
• Employee Tax Jurisdictions Workbook
• Workplace Tax Jurisdictions Workbook
• Payroll Reports and Workbooks

General Notices