The 12 Month History report exports payroll information for the current and preceding 11 months in Excel. The report allows you to use Excel filters to review your data.

Access the report

1. Log in to your payroll company.
2. From the main menu, go to History, then Reports.
3. Choose 12 Month History Report.

Complete printing selections

1. Select the range of employees to include.
2. Select the sorting levels of employee records.
3. Click Continue.

Complete report selections

1. Select which terminated employees to include.
2. Select the processing periods to include.
3. Complete the details selection to indicate financial fields to include.
4. Select which totals to include.
5. Select special fields to include on the report.
6. Click Continue.

View the report in Excel

1. Excel opens a report template (12MonthRep).
2. Browse to select your system directory.
3. Click Select.
4. The data merges with the Excel template to review.