Summary by Organization Report

The Summary by Organization Report will detail a payroll summary for a given pay period(s). If you are using uAttend Payroll, your Payroll Admin will have access to the Payroll Reports Dashboard at the bottom of the Reports page in your uAttend portal when payroll is enabled.

The information in this article applies to accounts using uAttend Payroll. If you are looking to export time and attendance details for a 3rd party payroll provider, please see our Export Preferences and Pay Period Report articles.

Notes:

• At a minimum, Check dates must be specified to produce the Summary by Organization report.

• The report can be filtered by status (Active, Inactive, and All), organization levels, pay run type, and pay run ID.

• The report can also be sorted by pay run ID, pay run type, and check date in ascending and descending order.

To produce a Summary by Organization Report:

1. Navigate to the Reports tab.

2. From the Payroll Reports Dashboard, click on Summary by Organization.

3. Set the Status of the employees. 
4. (Optional) Select the Pay Group, Payrun Type, or Payrun ID.
5. (Required) Manually enter the dates for the Check Date range or click the Calendar icon and select a day using the calendar pop-up.
6. Adjust the Sorting Criteria to meet your needs.
7. Click View. The Report may take a few minutes to load depending on the size of the report.
8. Click the Export icon to export your report.