Payroll Summary report in Reckon One

Learn how to run and customise the Payroll Summary report in Reckon One, so you can see the payroll totals for employees for a chosen period.

About the Payroll Summary report

The Payroll Summary report provides a comprehensive overview of all employee payroll activity within a specified period. The report details the total earnings, taxes, superannuation contributions, and other payroll components. It also includes information on employee wages and any deductions made. This report is particularly useful during end of financial year, as it assists with compliance and reconciliation.

Run the report

1. In the Reporting menu, select Reports.
2. Click Generate on the Payroll summary report (found in the Payroll category).
3. Select your Reporting period, the time range you wish to see data for.
4. Click Refresh.
5. (Optional) To customise the report further (including sorting, filtering and choosing data to show), click Show more options. Follow our detailed steps for customising your report.
6. Click Refresh to update the report with your selections.

Filter by pay run

All pay runs (including draft pay runs) will show by default. To filter by specific pay runs:

1. Next to Employees, click on Selected.
2. Select employees to include.
3. Click Refresh to update the report.

Filter by employee

All employees will show by default. To filter for specific employees:

1. Next to Employees, click on Selected.
2. Select employees to include.
3. Click Refresh to update the report.

Include YTD

YTD figures will be excluded by default. To include YTD:

1. Next to Include YTD, click on Yes.
2. Click Refresh to update the report.

Show employees by first and last name

The report defaults to show employees' Display names. You can choose to have their First and Last name show instead:

1. Next to Columns, select First & Last name.
2. Click Refresh to update the report.

Show or hide columns

To show or hide columns in the report:

1. In Columns, select checkboxes against the columns you want to show.
2. Click Refresh to update the report.

Sort by display name, first name or last name

1. To sort your data, select an option in the Sort by dropdown:

• Display name
• First name
• Last name

1. Click Refresh to update the report.

Choose report orientation

1. In Orientation, choose whether you wish the report to show in portrait or landscape (your selection will also apply when exporting the report).
2. Click Refresh to update the report.

Export the Report

Choose your preferred format. Exporting the report will automatically save it to your Downloads folder on your device.

1. Export to PDF
2. Export to CSV
3. Export to XLXS
4. Export to RTF

Read more

• Learn more about reports in Reckon One