Payroll Report - the Basics

How Payroll Report Works

When you print a payroll report, here is what happens:

  1. You specify an Excel workbook file to be the "template". The template contains the report layout (fonts, titles, etc.) and "named" cells to indicate where you want information placed. Whatever name you give a given cell determines what prints in that cell (or column of cells.)

  2. The payroll report program recognizes a preset list of set "built-in" names you can use to print things like the report title, page number, paycheck date, the employee's name, id, etc.

  3. It also allows you to define literally hundreds of "user-defined" names with which you can draw information from your employee's checks in any way you choose. For example, you can specify that a given column will contain the amounts posted to the employee's overtime account, or tax account, etc.

Getting Started - The Payroll Report Codes Window

The first step is to fill in a simple table to define how the user-defined cells/columns will work for you.

The section titled The Payroll Report Codes Window explains how to do this.

The Excel Template

First, if you are new to the topic of using Excel spreadsheets for printing, please read the section titled Document Templates.

Printing a Report

To print a payroll report, you do the following:

  1. On any view of a table of employees, either click on the individual employee you want to report on, or mark a block of employees to include in the report.

  2. Use the menu command Print>Payroll Report to display the report settings window.

  3. Adjust settings such as the template file, report begin and end dates, detail level, etc, and click <Continue>.


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