Generating Payroll Reports in Microsoft Excel Format
You can configure the following payroll reports to generate a Microsoft Excel output:
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Payroll Balance Report
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Payroll Activity Report
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Payroll Register
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Statutory Deduction Register
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Deduction Report
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Payment Register
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Gross-to-Net Report
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Third-Party Payment Register
To generate an Excel output:
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In the Data Exchange work area, select the Manage Extract Definitions task.
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Search for and select the extract definition name for the payroll report to edit, as listed in this table.
Report Name
Extract Definition Name
Payroll Balance Report
Payroll Run Result Report
Payroll Activity Report
Payroll Activity Report
Payroll Register Report
Global Payroll Register
Statutory Deduction Register
Statutory Deduction Register
Deduction Report
Deduction Report
Payment Register Report
Global Payment Register
Gross-to-Net Report
Gross-to-Net Summary Archive
Third-Party Payment Register
Global Third-Party Payment Register
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Open the report and click the Deliver icon.
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Click Add to create a new row to point to the new template for the Excel output.
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Enter a Start Date and End Date.
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Enter the Delivery Option Name and the Output Name.
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Select Excel 2007 in the Output Type field.
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Enter the Report and Template Name. Ensure the XDO file name you enter here matches the name of your template, as shown below.
Report Name
Excel Template Name
Payroll Balance Report
Payroll Balance Report Results
Payroll Activity Report
Payroll Activity Report Results
Payroll Register Report
Payroll Register Results
Statutory Deduction Register
Statutory Deduction Register Results
Deduction Report
Deduction Report Results
Payment Register Report
Payment Register Results
Gross-to-Net Report
Gross-to-Net Report Results
Third-Party Payment Register
Third-Party Payment Register Results
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Select the Delivery Type. For example, Documents of Record or Fax.
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Optionally, to override the default layout (PDF file), select the predefined delivery option of Excel output in the Overriding Delivery Mode field. This would result in only generating the Excel file.
Otherwise, keep the default value to generate both the Excel and PDF files.
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Click Save.
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For the Payment Register, you must perform the following additional steps to add the report category details.
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In the Additional Details section, click Add.
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In the Output Name field, click Search.
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In the Search field, enter Extract Delivery Mode, and then click Search.
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Select Payment Register Results, and then click OK.
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Click Save.
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Click Submit.