Payroll Summary
The Payroll Summary report gives an organisation-level view of payroll for a selected period (for example the current tax year). It groups pay components into earnings, benefits, deductions, and taxes, and shows total net pay.
View the Payroll Summary
- Go to Reports on the left sidebar.
- Under Payroll Overview, open Payroll Summary (or find it under All Reports).
- Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.
What the report shows
| Section | What it includes |
|---|---|
| Earnings | Pay components such as Basic Pay and statutory payments (for example Statutory Maternity Pay, Statutory Paternity Pay, and Statutory Sick Pay), with Total Gross Pay. |
| Benefits | Benefit and pension-related amounts shown for the period (for example relief at source or salary sacrifice lines, where used). |
| Deductions | Employee deductions such as student or postgraduate loans, other deductions, and attachments of earnings. |
| Taxes | Pay As You Earn (PAYE) and National Insurance, with Total Taxes. |
Each section shows component lines and a section total (for example Total Gross Pay under Earnings).
Open the activity or history control on the report to review recent schedule or export activity when available.
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
- Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
- Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
- 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
- Open the schedule option on the report.
- Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
- Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
- Save the schedule.
Export the report
- Click Export as.
- Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
- Optional: select Protect this file with a password and enter a password of at least 6 characters.
- Click Export.
