Breadcrumbs

Viewing Payroll Reports

  1. Tap the  icon to in the upper right corner of the app to open it, then tap the Reports option.

  2. The Reports menu opens. Tap the Labor Reports option, then tap Payroll Report.

  3. The Payroll Report screen opens. Choose from the following three reports: Standard, Summary, or Comprehensive Labor and Equipment.
    a. Standard Report:

    • Choose a report format from the dropdown menu. Standard reports are available as a CSV, PDF, or QuickBooks Desktop (IIF) file.

    • Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.

    • In this report time entries will be summarized daily by employee, project, and wage type for the specified date range.

    • Time entry details including employee name/ID, project name/ID, total duration, wage type, and daily approval status are all displayed in the report.

    b. Summary View Report

    • Choose a report format from the dropdown menu. Summary reports are available as a CSV or QuickBooks Desktop (IIF) file.

    • Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.

    • In this report time entries will be by employee and wage type for the specified date range.

    • Entries are not displayed daily or by project in this view.

    c. Comprehensive Labor and Equipment Report:

    • Choose a report format from the dropdown menu. Comprehensive Labor & Equipment reports are available as a CSV file.

    • Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.

    • In this report labor time entries and equipment operation times are consolidated by employee/operator. 

    • Entries are summarized by project, by day, by cost code, then by equipment.

    • Details include employee name/ID, project name/ID, cost code name/#, total hour duration, and equipment details.

    • Note that if there are overlapping equipment time entries in this report, only the manual time entries will be used. (E.g. there is an auto-entry from 8am-10am and a manual entry for that same day from 8am-5pm--only the manual entry will be reflected in the report).

  4. Tap the Checkmark button to proceed, or the "X" button to cancel.

  5. If proceeding with a PDF report, it will open in a separate tab (see first example below). If proceeding with a CSV or IIF report, it will download to your device (see second example below).