How to Download & Customize Monthly Payroll Reports Using Fields & Filters

Learn how to download Monthly Payroll Reports in HR Lounge and customize the report format using Fields & Filters. This guide walks you through selecting payroll centers, cycles, granularity, and filtering data based on your needs.

Steps to Download Monthly Payroll Reports

1. Access the Reports Section

   • Navigate to HR Lounge > Reports.
     
   • Search for Company Payroll Report and click Create.
     

2. Select Payroll Report Settings

   • Choose the Payroll Center (if multiple centers exist).

   • Select the Month for the report.

   • Pick a Cycle (individual or combined payroll cycles).

   • Set Granularity (whether to display employees only or include departments).

   • If Show Employees and Departments Only is selected, the report will display the total payout for each pay item per department.
     

3. Customize the Report Using Fields & Filters

   • Go to Fields & Filters to select the data to include.

   • Example Customization Options:

     • Include Employee EPF: Tick the checkbox under Payroll Employee Contributions.
     • Exclude Employee EPF: Untick the checkbox.
       
       
     • 
     • Filter by Office:
       • Go to Employment Details > Click + Add Filter under Office.
       • Select the specific office name to include in the report.
         
         

4. Export the Payroll Report

   • Click Export Report to generate the report.
   • Available formats: CSV, Excel, PDF.
     

By following these steps, you can customize payroll reports to fit your company's specific needs, ensuring clarity and efficiency in payroll management.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.