Generating YTD Payroll Reports

There are four types of YTD Payroll Reports in this article:

• Year-to-Date Details
• YTD Company Statistic
• YTD Employee Statistic
• YTD Group Statistic

You may also be interested in the other three articles:

• How to generate a fixed transactions report?
• How to generate monthly payroll reports?
• How to generate YTD statutory payroll reports?

Type 1: Year-to-Date Details

Note: The Year-to-Date Details report summarises the annual payroll summary by employees and transaction names.

Step 1

On your homepage, go to your menu on the left, click on Reports(1) > Payroll(2), then scroll down to click Year to Date Details(3).

Step 2

Choose the Payroll Year, Company, and Grouped by None, if you'd like all data to be included rather than filtered by groups ie. department, division, branch, etc. Then click Generate Report.

Note: Clicking on the Subtotal & Grand Total only box located below the filters will only display the subtotal and grand total only without breaking them down into itemized transactions.

Note: To custom select, you can click on Advance alternatively in the previous step. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To apply to selected employees only, click on Selected Employee(s). Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, on the top right of the screen, click on the three vertical dots, then click Export Excel.

Type 2: YTD Company Statistic

Note: The difference between the Year to Date Company Statistic to the Year to Date Details Report is that the YTD Company Statistic breaks down the payroll summary by various transaction items under Gross Pay, Nett Pay, Statutory Contributions, Statutory Base Wage Amount, and by month, rather than by individual employees. 

Step 1

On your left panel icon, click Reports(1) > Payroll(2) > YTD Company Statistic(3). 

Step 2

Choose Company and Payroll Year. Then click Generate Report.

Note: Clicking on the Subtotal & Grand Total only box located below the filters will only display the subtotal and grand total only without breaking them down into itemized transactions.

Note: To custom select, you could also click on Advance alternatively in the previous step. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To custom-selected employees only, click on Selected Employee(s) alternatively. Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, click the three vertical dots button as shown in the screenshot below.

Type 3: YTD Employee Statistic

Note: The YTD Employee Statistic shows an individual employee's payroll summary by month of the selected year. 

Step 1

On your left panel icon, click Reports (1)> Payroll(2) > YTD Employee Statistic(3). 

Step 2

Choose Employee Name and Payroll Year. Then click Generate Report.

Note: Clicking on the Subtotal & Grand Total only box located below the filters will only display the subtotal and grand total only without breaking them down into itemized transactions.

Step 3

To export to Excel, click the three vertical dots button as shown in the screenshot below.

Type 4: YTD Group Statistic

Note: The YTD Group Statistic has a similar breakdown format as the YTD Employee Statistic, where they both break down the payroll summary by various transaction items under Gross Pay, Nett Pay, Statutory Contributions, Statutory Base Wage Amount, and by month. However, instead of pivoting by employee and month, the YTD Group Statistic shows the sum amount by departments. 

Step 1

On your left panel icon, click Reports(1) > Payroll(2) > YTD Group Statistic(3). 

Step 2

Choose Payroll Year. Click on the Subtotal & Grand Total only box if you want the report to only display the subtotal and grand total only without breaking them down into itemized transactions. Then, select the departments by clicking on the arrow as shown in the screenshot below. Click Generate Report.

Step 3

To export to Excel, click the three vertical dots button