The Payroll Report Builder builds a payroll report your way: one row per sale, per worker or per payment, with the columns and filters you choose, exported as a CSV file of up to 50,000 rows. Open it in the Admin view under Reports > Payroll Report Builder. Mortgage companies see Loans instead of Sales.
Who can do this: Company Admins, and admins whose permission group includes Reports > Payroll > View. Not available to companies on the SequiPay product.
Build a payroll report
In the Admin view, open Reports > Payroll Report Builder.
In View, choose what each row is: Sales, Workers or Payments.
Choose the time frame:
For Sales or Payments: in Period, pick a pay period type (listed as Pay Period plus the frequency) or a date range. Then pick the Pay Period, or custom dates, and the Date type.
For Workers: pick the Pay Frequency and Pay Period.
If your company has both W-2 employees and contractors, pick the Worker Type.
Use Filters to narrow the rows and Columns to choose what shows. Use the search box to find a record.
Export
Choose Export visible columns or Export all columns.
Select Export. The file is CSV, with up to 50,000 rows.
Payroll Report Builder or Payroll report?
Use | When you want |
A quick look at past payrolls by pay period or worker, the row color legend, and the ready-made exports (Worker Basic, Job Detailed and so on). | |
Payroll Report Builder | Your own columns and filters across a pay period or a date range, as a CSV. |
To go back, select Payroll Report at the top of the page.
On the mobile app
The Payroll Report Builder isn't in the mobile app. Use a web browser.
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Still stuck? Getting help from Sequifi Support.