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How do I run a prepared Payroll History Report and summarize employee hours?

Report can be found under Prepared Reports and is titled "Payroll History Report." and use an Excel PivotTable to total hours by employee.

To obtain total hours worked for specific employees, run the Payroll History Report separately for the date range and summarize the results using an Excel PivotTable.

Date Ranges * Limit reports to one year at a time as a starting point. Depending on the amount of data returned, users can adjust the filters to use either longer or shorter time frames. 

Run the report for each required time frame needed. 

  • IE: 01/01/2021 - 12/31/2021
  • IE. 01/01/2025 - 3/31/2025

Run the Report

  1. Navigate to Report Writer.
  2. Select Prepared Reports.
  3. Choose Payroll History Report from the Selected Report dropdown.
  4. Enter the appropriate date range.
  5. Run the report.
  6. Export the results to Excel using either Excel export option.

Create the PivotTable

  1. Open the exported Excel file.
  2. Click anywhere within the report data.
  3. Select Insert > PivotTable.
  4. Accept the default settings and select OK.

Configure the PivotTable

  • Drag Employee Name to the Rows section.
  • Drag Total Earning Hours or All Earnings needed to the Values section.

The PivotTable will display the total hours worked by employee for the selected time frame.

Filter for Specific Employees

Use the Row Labels filter to select only the employees you need to review. Save the workbook, and then repeat the process for each required calendar year.

Process Summary

  1. Run the Payroll History Report.
  2. Export the results to Excel.
  3. Create a PivotTable.
  4. Add Employee Name to Rows.
  5. Add Total Earning Hours or All Earnings needed to Values.
  6. Filter for the desired employees.
  7. Save the results.

Need Additional Help?

If anything is unclear while running the reports, ask for assistance and include the calendar year, report name, and the step where the question occurred.