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Creating and Customizing Payroll Reports

Learn how to create, customize, and automate Payroll Reports in Productive, providing an overview of your team's salaries and cost rates.

The Payroll Report provides a comprehensive overview of your team's salaries, including cost rates, cost rate types (hourly, monthly), and the start and end dates for those cost rates.

Steps to Create a Payroll Report

Go to Reports and create a new report From scratch.

Select the Payroll data source. Only admins can select it, because it shows sensitive salary information.

Customize the report like any other report in Productive: apply filters, add fields, group the data, and add charts.

📌 For more ways to customize a report, see Working With Report Data.

Use the date picker to select a month and see the salary data for that period.

To get the report in your inbox regularly, turn it into an automatic report with Pulse. Learn more in Using Pulse to Automate Your Reports.

To share or archive the report, export it by clicking the ⬇️ icon in the upper-right corner.

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