{"id":1192,"date":"2021-05-14T20:16:53","date_gmt":"2021-05-14T20:16:53","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1192"},"modified":"2025-11-10T22:07:11","modified_gmt":"2025-11-10T22:07:11","slug":"performing-full-time-and-attendance-data-exports-payroll-and-accrual-data","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/performing-full-time-and-attendance-data-exports-payroll-and-accrual-data\/","title":{"rendered":"Performing full Time and Attendance data exports (payroll and accrual data)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Payroll data export<\/h2>\n\n\n\n<p>The payroll export report exports basic payroll information by employee. This report will provide the following types of information; employee worked organization level, punches detail, pay detail, and comments.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Reports<\/strong> &gt; <strong>Generate Reports<\/strong>&nbsp;<\/li>\n\n\n\n<li>Select the &#8220;Data Export &#8211; Payroll&#8221; report under <strong>Select Report<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1064\" height=\"134\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/11\/Generate-Reports-Data-Export-Payroll.png\" alt=\"\" class=\"wp-image-4173\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the <strong>Filter Org Level<\/strong> to include\/exclude inactive Organization Levels<\/li>\n\n\n\n<li>Set the <strong>Date Range<\/strong>\n<ul class=\"wp-block-list\">\n<li>When extracting all historical pay information, set the date range to \u201cCustom\u201d then add the <strong>Start Date<\/strong> to when you began using the system and the <strong>End Date<\/strong> to the current date.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the <strong>Filters<\/strong>, select all pay groups in the <strong>Available<\/strong> section include in the report and use the left arrow to add them to the <strong>Assigned<\/strong> section.<\/li>\n\n\n\n<li>Set any <strong>Parameter<\/strong>, <strong>Sorting<\/strong>, and <strong>Output<\/strong> formats desired<\/li>\n\n\n\n<li>Click <strong>Generate<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>Depending on the amount of data, you may consider running the report in smaller time increments.<\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Accrual data export<\/h2>\n\n\n\n<p>The Accruals report will export accrual information by employee for the specified date range.&nbsp; This report will provide the following types of information; employee, worked organization level, accrual name, effective date, transaction type, and hours.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Reports<\/strong> &gt; <strong>Generate Reports<\/strong>&nbsp;<\/li>\n\n\n\n<li>Select the &#8220;Data Export &#8211; Accruals&#8221; report under <strong>Select Report<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1063\" height=\"129\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/11\/Generate-Reports-Data-Export-Accruals.png\" alt=\"\" class=\"wp-image-4171\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the <strong>Filter Org Level<\/strong> to include\/exclude inactive Organization Levels<\/li>\n\n\n\n<li>Set the <strong>Date Range<\/strong>\n<ul class=\"wp-block-list\">\n<li>When extracting all historical pay information, set the date range to \u201cCustom\u201d then add the <strong>Start Date<\/strong> to when you began using the system and the <strong>End Date<\/strong> to the current date.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the <strong>Filters<\/strong>, select all the organizational levels and pay groups in the <strong>Available<\/strong> section include in the report and use the left arrow to add them to the <strong>Assigned<\/strong> section.<\/li>\n\n\n\n<li>Set any <strong>Parameter<\/strong>, <strong>Sorting<\/strong>, and <strong>Output<\/strong> formats desired<\/li>\n\n\n\n<li>Click <strong>Generate<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>Depending on the amount of data, you may consider running the report in smaller time increments.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Audit log export<\/h2>\n\n\n\n<p>The audit log export report exports all metadata related to time entry, including when\/how punches and hours were entered, edited, and approved for payroll.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Reports<\/strong> &gt; <strong>Generate Reports<\/strong><\/li>\n\n\n\n<li>Select the \u201cAudit \u2013 Log\u201d report under <strong>Select Report<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1065\" height=\"131\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/11\/Generate-Reports-Audit-Log.png\" alt=\"\" class=\"wp-image-4170\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the <strong>Date Range<\/strong>\n<ul class=\"wp-block-list\">\n<li>When extracting all historical pay information, set the date range to \u201cCustom\u201d then add the <strong>Start Date<\/strong> to when you began using the system and the <strong>End Date<\/strong> to the current date.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the <strong>Filters, <\/strong>select all options in the <strong>Available<\/strong> section to include in the report and use the left arrow to add them to the <strong>Assigned<\/strong> section.<\/li>\n\n\n\n<li>In the Parameters, select all <strong>audit types<\/strong> and <strong>audit actions<\/strong> in the <strong>Available<\/strong> section to include in the report and use the left arrow to add them to the <strong>Assigned<\/strong> section.<\/li>\n\n\n\n<li>Set other <strong>Parameter, Sorting,<\/strong> and <strong>Output<\/strong> formats desired<\/li>\n\n\n\n<li>Click <strong>Generate<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>Depending on the amount of data, you may consider running the report in smaller time increments.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Schedules export<\/h2>\n\n\n\n<p>This step is only needed if your Time and Attendance system has been used for schedule management. The schedules export report exports all data related to employee schedules.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Reports<\/strong> &gt; <strong>Generate Reports<\/strong><\/li>\n\n\n\n<li>Select the \u201cData Export &#8211; Schedules\u201d report under <strong>Select Report<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1063\" height=\"129\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/11\/Generate-Reports-Data-Export-Schedules.png\" alt=\"\" class=\"wp-image-4174\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the <strong>Filter Org Level<\/strong> to include\/exclude inactive Organization Levels<\/li>\n\n\n\n<li>Set the <strong>Date Range<\/strong>\n<ul class=\"wp-block-list\">\n<li>When extracting all historical pay information, set the date range to \u201cCustom\u201d then add the <strong>Start Date <\/strong>to when you began using the system and the <strong>End Date<\/strong> to the current date.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In the <strong>Filters<\/strong>, select all schedule groups in the <strong>Available<\/strong> section to include in the report and use the left arrow to add them to the <strong>Assigned <\/strong>section.<\/li>\n\n\n\n<li>Set <strong>Sorting<\/strong> and <strong>Output<\/strong> formats desired<\/li>\n\n\n\n<li>Click <strong>Generate<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>Depending on the amount of data, you may consider running the report in smaller time increments.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Payroll data export The payroll export report exports basic payroll information by employee. This report will provide the following types of information; employee worked organization level, punches detail, pay detail, and comments. Depending on the amount of data, you may consider running the report in smaller time increments. Accrual data&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17],"ht-kb-tag":[],"class_list":["post-1192","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-general-support"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1192"}],"version-history":[{"count":8,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1192\/revisions"}],"predecessor-version":[{"id":4178,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1192\/revisions\/4178"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1192"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1192"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}