Payroll Details Report
Background
The Payroll Details report provides a full overview of payroll activity for all employees. This includes past payroll history, payroll updates, and paychecks processed through Patriot Software. You can use this report to break down employee taxes, view year-to-date totals, or get a summarized report by employee.
You can tailor the report to display one employee or all employees within a specific pay date range. By default, all payroll activities are included, but you can also filter by:
💡 Looking for year-to-date totals? Check out our help article, “How to Find Year-to-Date Payroll Totals.“
How to run the Payroll Details Report
- Go to: Reports > Payroll Reports > Payroll Details
- Select the start date and end date of the report.
- Choose your Locations – (available if there are more than one work location) By default all locations are selected.
- Select your Sources – This is the payroll activity in your account. Think of it as how we received the data.
- Paycheck: Shows paychecks processed in Patriot Software.
- Voided Paycheck: Displays paychecks you’ve voided.
💡 Voided paychecks are shown as separate transactions to offset the original paycheck. Keep these checked to “zero out” the original amounts when calculating totals. - Payroll History: Includes year-to-date history for checks processed before using Patriot Software.
- Payroll Update: Reflects edits or corrections made to paychecks.
- Tax Rate Change: Displays payroll adjustments made due to tax rate changes.
- System Edit: Rarely used, but indicates an automatic system adjustment.
- Prior Payroll Tax Adjustment: Shows tax adjustments based on prior payroll history from another provider.
- Select Employees – by default, all employees are selected. Select/deselect employees you want to view in the report by checking/unchecking the box next to their name.
Group options for the Payroll Details Report
You can group your report data in several ways:
- Check: Displays details for each paycheck, payroll update, or prior payroll history, including the transaction date and time (in your company’s time zone).
- Pay Date: Groups all paychecks by pay date for the selected date range.
- Employee: Shows total paychecks per employee, useful for viewing year-to-date earnings.
- Totals: Aggregates paychecks for all employees to display the overall total.
- Location: If you have multiple company locations, this option allows you to view totals by location.
- Departments: (Coming soon!)
Exporting the Report:
You can easily export your report to a PDF or CSV file. Just click “Download Spreadsheet” or “Print PDF” at the top of the report. The export will include all earnings, taxable wages, taxes, deductions, and net pay based on your selected filters.
For more information, check out our [Year-To-Date Payroll Earnings] article.
Your feedback will not receive a reply. If you have a specific issue, please reach out to our support team here.
