When a report has been previewed it is then possible to export that document to view later.
The reports can be saved to several different formats ready for editing, emailing or sending to colleagues/clients.
Firstly, you can preview a report before printing or just to use as a reference whilst running payroll. Open ‘Reports’ and select whichever document is required. Then, on the ‘Selection Criteria’ screen select the ‘Print Preview’ button. On the ‘Print Preview’ screen of any report, there will be an ‘Export Report’ button. This is usually located in the top-left or the top-centre of the report.
Clicking the export button will give you the export screen. To give the file a name, enter it into the ‘File Name’ box. Then select the file type you want to save the report into from the ‘Save as Type’ drop down list.
Exporting file types
There are a number of file types you can use choose to use when you export a report from the payroll software. Some of these file-types can be opened with other programs such as Microsoft Word or Excel, Adobe Acrobat and Wordpad. The file types offered will depend on the type of report you are exporting. Select the format required from the ‘Save as Type’ drop down box and then choose ‘Save‘.