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How to View Trends with Payroll Analytics
How to View Trends with Payroll Analytics

Payroll Trends Dashboard is perfect tool for streamlining the payroll and gaining valuable insights into your company's financial data.

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Written by Melissa Compagnon
Updated over a week ago

Payroll Analytics allows users to view trends in hours, gross wages, deductions, and taxes over time.


View trends with payroll analytics

Log in to your company using your administrator credentials.

  1. In the left-hand menu, navigate to Payroll.

  2. Scroll down to Payroll Trends.

  3. Click the icon for “Payroll Trends” or “Hours Trends”.

  4. Select a “Check Date” or date range by entering dates in the “From” and “To”.

  5. View data in graphical or tabular format by selecting the appropriate icon located in the top far right corner.

  6. Export data to PDF or .CSV by selecting the appropriate icon located in the top right corner.

Data can be grouped together or filtered to further analyze a smaller section of payroll.

Group by

Report data by groups:

  • Cost Center Levels: Group data by departments

  • Job: Group data by job categories

  • Task: Group data by project tasks

  • Check Date: Group data by specific pay periods

  • Charge Date: Group data by specific billing periods

  • Run Number: Group data by specific payroll runs

  • Quarter and Year: Group data by specific time periods (quarters)

  • Month and Year: Group data by specific time periods (months)

  • Calendar Year: Group data by specific calendar years

  • Item Code: Group data by specific items

  • Item Type: Group data by specific item types

Filter

Filter data to list specific areas of payroll:

  • Type: Filter data by earnings, deductions, taxes, or workers' comp

  • Cost Center Levels: Filter data for specific departments

  • Jobs: Filter data for specific job categories

  • Item Code: Filter data for specific items

  • Item Type: Filter data for specific item types


Here's a short video showing you how:

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