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Bullswool's avatar
Bullswool
Trusted User
5 months ago
Solved

Historical YTD Report

Hi, 

 

We are currently using MYOB Payroll 2023.1 (New Zealand).

 

I have been asked to provide historical payroll data for the last 5 years, including:

  • employee name & number
  • calendar YTD salary & wgaes
  • calendar YTD commissions
  • calendar YTD sum of above two figures.

What report can I use to source these figures, and can I export to excel?

B.

  • Hi Bullswool 

    This information is available in MYOB Payroll.

    - employee name & number - go to reports - Employees reports- Employee Addresses - will give you a bit more information but essentially what you want.

    - calendar YTD salary & wages - Go to reports - Period reports - by employee paycode - filter to date range required. Choose the paycodes you require. On the last page choose print pay totals only

    - calendar YTD commissions - Reports - Period reports - by employee paycode, but filter to only commissions code and date range. Again choose on pay totals on last page

    - calendar YTD sum of above two figures. - same report as above, but include all paycodes.

     

    Sorry none of these export to excel. Yiu would need to use a report writer to convert to excel. I use Nitro Pro. Works mostly, but sometimes the detail is too much.

     

    Hope this helps.

     

2 Replies

  • jenniek's avatar
    jenniek
    Ultimate Partner

    Hi Bullswool 

    This information is available in MYOB Payroll.

    - employee name & number - go to reports - Employees reports- Employee Addresses - will give you a bit more information but essentially what you want.

    - calendar YTD salary & wages - Go to reports - Period reports - by employee paycode - filter to date range required. Choose the paycodes you require. On the last page choose print pay totals only

    - calendar YTD commissions - Reports - Period reports - by employee paycode, but filter to only commissions code and date range. Again choose on pay totals on last page

    - calendar YTD sum of above two figures. - same report as above, but include all paycodes.

     

    Sorry none of these export to excel. Yiu would need to use a report writer to convert to excel. I use Nitro Pro. Works mostly, but sometimes the detail is too much.

     

    Hope this helps.

     

    • Bullswool's avatar
      Bullswool
      Trusted User

      Thank you Jennie, I really apprecaite your help with this.