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Hello @cplessel,


You can create a new worksheet as the destination of your payroll report before saving it as a new CSV file. Let me show you how.

  1. Go to Reports.
  2. Select Employees & Payroll.
  3. Click any payroll report you wanted to export. Say the Employee Contact List report.
  4. Under Excel, select Create New Worksheet.
  5. Select in a new workbook.
  6. Click Export.

From here, you can start manipulation the report data by removing any columns or whatnot. Then, manually save it making sure to select the Comma Delimited option as the file saving type.


Additionally, I've got you this helpful article for the steps in saving the customize settings of a report you pulled up: Create, access, and modify memorized reports.


If you have any other questions aside from generating an excel file of your report, please let me know in the comments. Stay safe!

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