Run reports by team

Once you've organized your workers into teams, run a Payroll Journal, Benefits Report, Year-to-Date Report, or Contractors Report to see your information summarized by teams. See this article for more information on these reports.

  1. Click the Reports tab
  2. Under Reports, select the Payroll Journal, Benefits Report, Year-to-Date Report, or Contractors Report.
  3. Select the dates for the report.
  4. Next to Report Type, select Advanced.
  5. Next to Report Group, select By Team.
  6. Click Generate.
  7. Download the report as a CSV or PDF.

 

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