This article explains how clients can download Total Payroll Summary reports and send them to an external payroll provider to run payroll.
The report can also be customized to the client's needs.
To access the report, clients must have permission to view reports in Analytics, be on a Deel Payroll (Direct Employee) plan, and have an existing custom report named Payroll Summary Report that has been created or shared with them.
In this article:
How to download a payroll report
How to customize your payroll report
How to download the Total Payroll Summary Report
✅ Step 1 – Open Total Payroll Summary report
In the left sidebar, select Analytics to expand its submenu, then select Reports.
Wait for the Reports workspace to load. Confirm that the page heading is Reports and that Reports is selected in the Analytics submenu.
Under Your reports, select Created by you. Find the Payroll Summary Report row and select View to open the report customization page. Created by you is the current equivalent of the former Custom reports section. Do not use Payroll & Worker Cost as a substitute, as it is a report category for templates and may not contain your organization’s custom Payroll Summary Report.
If Created by you shows Total 0 items or No reports created yet, the report is not available to you in the current organization. Confirm that you are in the correct organization or entity, then ask the report owner or an Analytics administrator to create the report or grant you access. Do not select Create your first report unless you intend to create a new report.
✅ Step 2 – Download
Select Export to download the report as a CSV, PDF, or Excel file (.xlsx). Use Save to store your preferred column layout, or Share to give other admins access to the same report.
How to customize a Total Payroll Summary Report:
✅ Step 1 – Open payroll report
Open the Payroll Summary Report by following Step 1 in How to download a payroll report.
✅ Step 2 – Customize your payroll summary report data
On the report page, select Configure columns in the top-right corner of the table. Tick the checkboxes for the data to display, such as Worker ID, full name, nationality, country, work email, personal email, start date, and more.
Use the date picker in the header to filter by a custom period. Select Export when done.
FAQs
[ACCORDION] What information is included in the Total Payroll Summary report?
Depending on the columns selected, the payroll report can include the employee's:
- First and last name
- Personal email
- Work email
- Nationality
- Country of Residence (and state, if applicable)
- Job title and department
- Seniority level
- Annual gross salary (and currency)
- Start date
- Adjustments
- Employee number
- Status and employment type
- Last day of work (if applicable)
[/ACCORDION]