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Employer-Facing Payroll Reports

Learn how to access and download the Cash Requirements and Payroll Journal reports from your Payroll Dashboard to review pay run details and transactions.

Written by Kate Biel

πŸ“ Overview

Your Payroll Dashboard includes two downloadable reports that give you a detailed view of individual pay runs. Both reports are available as CSV files and can be accessed directly from your dashboard.


πŸ“Š Payroll Reports

The following two reports are available from your Payroll Dashboard.

Cash Requirements Report

This report provides a detailed breakdown of an individual pay run, including what cash amounts are leaving your company bank account and where they are going. Use this report to manage your company's cash flow.

Payroll Journal Report

Also known as a payroll ledger, this report summarizes all payroll-related transactions for a pay run. It includes a full breakdown of earnings, deductions, employee taxes, and employer taxes paid out.


πŸ”§ How to Download a Report

Click the arrow to view the steps to download either report as a CSV file

  1. Navigate to your Payroll Dashboard.

  2. Locate the desired pay run and scroll to the right.

  3. Click the three dots icon.

  4. Select the report you want to download.

    Payroll Dashboard showing the three dots icon on a pay run row with the report download options visible

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