Full and Final Settlement Report

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The Full and Final Settlement Report lists employees with a final settlement in the selected period, including settlement amounts, dates, and payment status.

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View the report

1. Go to Reports on the left sidebar.
2. Under Employee Reports, open Full and Final Settlement Report.
3. Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.

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What the report shows

Column	Description
Employee Number	The employee’s number in Zoho Payroll.
Employee Name	The employee’s name.
Designation	The employee’s job title.
Date of Joining	When the employee joined.
Last Working Day	The employee’s last working day.
Final Settlement Date	The date of the final settlement.
Payroll Status	Settlement payroll status (for example Approved or Paid). Payment tags such as Yet to Pay may also appear.
Final Settlement Amount	The settlement amount for the employee.
Service Period	Length of service shown in the report.

A Total Amount row sums final settlement amounts. Use Customize Report Columns to change visible columns. Export as can include a detailed export option where available.

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Filter, compare, schedule, and export

After you open this report, you can refine the period, narrow results, schedule report emails, or download the data. For a list of all the reports, see Reports Centre.

Date range and more filters

1. Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
2. Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
3. Click Run Report to refresh the results.

Compare with

If the report shows Compare With, choose a previous year, month, or quarter to contrast with the current period, then click Run Report again.

Schedule the report

1. Open the schedule option on the report.
2. Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
3. Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
4. Save the schedule.

Export the report

1. Click Export as.
2. Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
3. Optional: select Protect this file with a password and enter a password of at least 6 characters.
4. Click Export.

For running final settlement pay runs, see Final Settlement Payroll.