Payroll Report

This Report can be found if you hover over Tools at the top of your screen and select Payroll Report.

Requires Manager, Location, or Administrator Role to access this area. Also requires the Commissions Add-on to be Enabled.

BASIC FILTERS
By using the Basic Filters at the top of the screen, you can filter jobs by the information that has been entered on the job.

1) Users - This section of filters allows you to filter your search on certain roles or groups in the system. Along with individual users. You have the choice of searching on all users or only one.

2) Date Range -  You can search on This/Last Month, This/Last Week, Year to Date or a custom search. A custom search will allow you to search on a specific time range. 

3) Order By - This allows you to order the report alphabetically or total amount

Results -  Your results will populate at the bottom of the page, where there will be several columns listing out financial data based upon the jobs that fit the criteria of the search. Along with the job number on the left hand side and customer name. Company reps are called out in a yellowed bar which can be expanded or collapsed by clicking on the rep's name.

Exporting Data - The upper right of the results will give options for exporting data from the report you just ran. By clicking on “Print" or “Download”, you will be able to export the report for future use.  When you click on the link to Download, you will be able to choose from a PDF, Excel, or a CSV file.