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Pay category reporting via the payroll platform

Available for the following Payroll Plan: Standard, Premium

The Pay Categories Reporting feature allows you to create a report on the employee pay categories within your business at a specific time, with the ability to narrow the data further down by employing entity and pay schedule. You can also use this feature to download a CSV or Excel file of this data, or save the information in a printable PDF format.

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Getting started

Running a pay categories report
  1. Click the Reports menu.
  2. Click the Pay Categories Report button.
    screenshot of reports screen, highlighting pay categories report button
  3. Select from the following fields:
    • Date range.
    • Pay schedule.
    • Location.
    • Employee.
    • Pay categories.
    • Group by.
    • Employing entity.
  4. Click the Run Report button.
    screenshot of pay categories report screen, highlighting run report button

    Helpful Hint

    You will now see your pay categories report on your screen when you scroll down.

    screenshot of pay categories report screen, highlighting pay categories report

Downloading data

Download the report: CSV
  1. Click the Reports menu.
  2. Click the Pay Categories Report button.
    screenshot of reports screen, highlighting pay categories report button
  3. Select from the following fields:
    • Date range.
    • Pay schedule.
    • Location.
    • Employee.
    • Pay categories.
    • Group by.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download dropdown.
  6. Click the CSV option.
    screenshot of pay categories report screen, highlighting csv download option
Download the report: Excel
  1. Click the Reports menu.
  2. Click the Pay Categories Report button.
    screenshot of reports screen, highlighting pay categories report button
  3. Select from the following fields:
    • Date range.
    • Pay schedule.
    • Location.
    • Employee.
    • Pay categories.
    • Group by.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download dropdown.
  6. Click the Excel option.
    screenshot of pay categories report screen, highlighting excel download option
Download the report: PDF
  1. Click the Reports menu.
  2. Click the Pay Categories Report button.
    screenshot of reports screen, highlighting pay categories report button
  3. Select from the following fields:
    • Date range.
    • Pay schedule.
    • Location.
    • Employee.
    • Pay categories.
    • Group by.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download dropdown.
  6. Click the PDF option.
    screenshot of pay categories report screen, highlighting pdf download option

Explore related content

  • Bulk update pay ratesThis payroll platform article will walk you through the steps you need to update pay rates for multiple employees in bulk.
  • Employee pay slip reporting This payroll platform article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.
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