Training - Using Excel Reports from Exo Employer Services

Answer ID 38761   |    Published 05/07/2017 01:07 PM   |    Updated 15/08/2017 08:17 AM

Using Excel to create reports from Exo Payroll

Any Software system is only as good as the reporting that you can get out of it and your Payroll system is no exception. Your software should provide you the reports to check:

- That your pay is accurate each pay period

- That your pay variances are minimal so that you can budget ahead

- How your wages are made up and what cost centres are resulting in increased costs

- That your system is setup correctly and using accurate pay rates

Your system should also provide you with the flexibility to manipulate your data and get additional information as needed.

Exo Payroll holds 73 standard reports in the system for Employee data, Pay and Financial Information, Maintenance detail and IRD reporting. These standard reports offer the functionality to export to your printer, CSV & PDF, and also directly to Excel.

Excel reporting is a largely underutilized feature in the system. It allows users to export the report data to an Excel spreadsheet to manipulate and display the information exactly how you need.

Once you have the report in Excel you can add filters, create pivot tables, create charts & graphs and much more.

If this sounds like something that can make you more efficient:

We are offering Excel training webinars (Beginner or Intermediate webinars) where you can learn how to make the most of Exo Payroll reporting.

The 1 hour Exo Excel beginner session will cover:

 - Saving data to an Excel format

 - Filter and sort options

 - Separating text into separate columns

 - Creating graphs

 - Adding a formula


The 1 hour Exo Excel intermediate session will cover:

 - V Lookup

 - Subtotalling of data

 - Using conditional formatting to see trends and patterns within the reported data

 - Creating Pivot tables, charts and graphs


Alternatively, you can attend a 3 hour workshop session that will take you through all of the information covered in the webinars from the basics through to the more complex reporting options.

NOTE: Training charges will apply. For more information visit our website - Exo Excel Training 

Or to express your interest or find out more email us at

Disclaimer: This information is of a generic nature. For specific advice regarding your particular circumstances, please contact your Accountant, the Australian Taxation Office, Inland Revenue Department, New Zealand at Work or your IT Consultant as appropriate.

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