Downloading preview reports

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Downloading preview reports

Access: Reports > Payroll results > Preview payroll

Things to remember

The list of preview reports may contain additional reports, depending on your business’s requirements (see preview report list). For more information and/or to add reports, please contact ourcustomer service by submitting a request in the Contact us function (Docum > Contact us).

If payroll processing reports are added to a user’s access and these reports are part of your company’s preview reports list, they will automatically be added to the user’s preview reports list.

1Under Filters, if you have more than one company, check Selection to select one or more companies, or All to select all companies.

Things to remember

If your company’s service Service agreement has two preview file formats (Payroll reports (PDF) and Payroll reports (XML, CSV)), the Report format field is displayed allowing you to filter according to the desired format.

2If needed, check Selection to select one or more reports or All to select all reports.

3Click on Refresh.

4Under Options, check one of the available File download modes :

The Include in a ZIP file option allows you to group all the reports (regardless of their format) in a single compressed file (ZIP).
Once the ZIP file saved on your desktop and uncompressed, you may save reports or files individually. You may rename them when saving.

The Consolidate in one PDF file option allows you to select only the PDF files in order to group them in a single PDF file.

5Under the Preview report list, check the desired report or reports, and then click on Download. You may also click directly on the hyperlink of a report to refer to it.

Things to remember

If the preview cannot be completed, a message is displayed on top of the screen and identifies the company or companies for which preview was in error. It suggests that you try later and if the situation persists, to contact our customer service by submitting a request in the Contact us function (Docum > Contact us).

For more information

Preview report list

Transmitting a complete payroll preview

Transmitting a payroll preview - Additional information

Transmitting a payroll preview with employee selection