7shifts Payroll Summary/Journal Reports

Accounts using 7shifts Payroll can easily access the necessary reports in one place. Once you run your first payroll, you'll be able to export both your Payroll Summary and Payroll Journal

• Payroll Summary. View a breakdown of employees' past earnings, deductions, and taxes aggregated over a period of time.
• Payroll Journal. View a breakdown of employees' past earnings, deductions, and taxes by payroll run.

To run the report: 

1. Login as an Admin.
2. In the left navigation bar, head to Reports > Payroll Reports.
    

3. Use the dropdown menu to select the Report Type: 
   
   
   The Payroll Summary includes:

   • First/Last name
   • Contractor ID
   • Contractor Business Name
   • Gross Total
   • Net Pay
   • Reimbursements
   • Hourly (Regular) Amt/Hrs
   • Salaried Amt/Hrs
   • Overtime Amt/Hrs
   • Paycheck Tips Amt
   • Cash Tips Amt
   • Employee Taxes and Wages

   • Employer Taxes and Wages
     
     For example:

     

   The Payroll Journal includes:

   • Contractor ID
   • First/Last name
   • Contractor Business Name
   • Period Start/End
   • Payday
   • Payment Method
   • Gross Total
   • Net Pay
   • Reimbursements
   • Hourly (Regular) Amt/Hrs
   • Salaried Amt/Hrs
   • Overtime Amt/Hrs
   • Paycheck Tips Amt
   • Cash Tips Amt
   • Employee Taxes and Wages

   • Employer Taxes and Wages
     
     For example:

     

4. Set your date range:

   Note: Reports are generated based on pay dates (the day the payroll was paid out) rather than pay periods. Ensure the pay date falls within your selected date range to include it in your export.

5. Click Download CSV. The reports will populate the payroll data for all users that fit the criteria chosen.

Alternatively, you can download these reports directly from your payroll history:

1. In the left navigation bar, head to Payroll and scroll down to the Payroll History section.
2. Click on the More Options ⋮ icon next to a payroll run.
3. Select which report to download:
   • Payroll Journal: Downloads a report for that single, specific payroll run.
   • Payroll Summary: Downloads a consolidated report of all payrolls (including regular and off-cycle runs) that share the same pay date as the run you selected.