Use the Payroll Report Builder to create and export custom payroll reports that fit your organization’s needs. You can start with pre-built templates or build from scratch by selecting datasets and arranging fields with a simple drag-and-drop interface.
Reports can be exported immediately or scheduled for delivery in formats like CSV or Excel, making it easier to share and analyze payroll data on your timeline.
Watch this Report Builder Walkthrough to quickly explore Workstream’s enhanced report builder and see how it streamlines payroll data management and reporting:
Build your own report
To build your own report,
Select New Report.
Choose one of our ready to go datasets.
Drag and drop fields like an excel pivot table.
Save and/or Export.
Download or email a report
You can download any report, whether it’s a built-in report or one you built yourself. You can either save the report right away or set up an automatic reports that sends it to you on a schedule.
📌 All reports are sent from support@explo.co. Remember to check your spam folder if you don’t see it in your inbox.
Open a payroll report
In Team View, go to Reporting.
Select Reports, then go to the Payroll tab.
Select the payroll report type you want to download (e.g., Payroll Summary Report).
Select Export now, or Schedule export.
Export now
Pick a file type:
CSV (.csv) – best for spreadsheets
Excel (.xlsx) – good for editing or printing
Excel - Pivot (.xlsx) - exports the data into a pre-built pivot table format
PDF (.pdf) – good for charts
Image (.png) – good for visuals like pie or bar charts
Select Export now.The file will download to your computer right away. Check your Downloads folder to find it.
Schedule export
In the setup window, select + Schedule an export.
Add email addresses (one at a time, press Enter after each).
Write a subject line (or leave it blank to use a default).
(Optional) Add a message if you want to explain what’s in the export.
Pick the export file type (CSV, Excel, PDF, or Image).
Choose how often and what time to send it.
(Optional) Select Send Test to see what it’ll look like.
When everything looks good, select Schedule Email.