View, filter, export and print payroll reports

Once you've run a payroll report, you can group and filter the results, change the view, export it to Adobe PDF or Microsoft Excel, and print it. Payroll reports can't be saved as draft, published, archived or favorited in Xero.

You must have Payroll Admin access to run payroll reports.

Group and filter your report

Organize your report data using groups and filters. Grouped data and filters flow through to exported reports.

Grouping

Depending on the report, you can group by employee or employee group, pay item or pay item type, earnings rate, or timesheet category. For example, Group by Employee groups report lines under employee names. The default Standard View shows each line separately without grouping.

From the filter field above your report results, select a grouping option.

Group by Employee option selected. Results show employees' names as headings.

Filtering

Enter text into the search field to filter your payroll report. A text filter button shows at the top of the report.

Image of entering text into a report filter.

Click it to remove the filter.

Image of a text filter button above report search results.

Show and hide columns, widen the view

Show and hide the columns on your report, and show it on the full width of your screen. Hidden columns still display in the exported or printed version.

To show or hide columns, select the Show/Hide Column drop-down, then clear or select the column checkboxes.

Image of the column checkboxes to show or hide.

To widen or narrow the report view, click the wide view icon.

Click the wide view icon to show the report on the full width of your screen.

Export and print a report

Once you've run a payroll report, you can export it to PDF or Excel and print it. Any grouped data and filters flows through to the exported report. Any hidden columns still display in the exported or printed version.

Payroll reports can't be saved as draft, published, archived or favorited in Xero.

To export, from Export at the bottom of your report either:

    • Select PDF to download the report in PDF format
    • Select Excel to download the report in Excel format

To print, click Print at the bottom to open a printable version in a new browser window, then print your report from your browser.

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