Differences

This shows you the differences between two versions of the page.

spay:hrmsprocguide:how_to_export_and_export_protect_a_user_report [2026/06/01 10:08] (current)
mclement created
Line 1: Line 1:
 +====== How to Export to Excel and Export Protect a User report ======
 +
 +  * To export the **User report** to Excel or to use the Export + Protect option, using the following criteria, follow the steps below
 +
 +**Criteria :**
 +
 +  * For January 2025
 +  * View by Company and employee
 +  * For active employees only
 +  * Analysed by period
 +  * Showing employee codes
 +
 +**Note :** Since the above criteria have been previously chosen or inserted during the view/print process, HRMS Payroll automatically saves them.
 +  * To export a User Report :
 +
 +  * (A) Click **Export**
 +
 +
 +{{:spay:hrmsprocguide:step_1_criteria_export.png|}}
 +
 +
 +
 +**Note : ** The exported file is automatically saved to the **Downloads folder**
 +
 +  * (B) Open the excel file from the **Downloads folder**
 +
 +
 +{{:spay:hrmsprocguide:step_1b_criteria_fichier_excel.png|}}
 +
 +  * To export a User Report using the **Export + Protect** option :
 +  * (A) Go to **Export**
 +  * (B) Click **Export + Protect**
 +
 +
 +
 +{{:spay:hrmsprocguide:1._export_a_et_b.png|}}
 +
 +
 +
 +**Note :** The exported file is automatically saved to the **Downloads folder**
 +
 +  * (C) Open the exportXlsx.zip
 +
 +
 +
 +{{:spay:hrmsprocguide:1c_new.png|}}
 +
 +
 +
 +  * (D) Open the Excel file and insert the document password 123456 and click **OK** (If you wish to change the document password, refer to the link)
 +
 +
 +
 +{{:spay:hrmsprocguide:1d_export_et_protect.png|}}
 +
 +
 +{{:spay:hrmsprocguide:1d_export_et_protect_password.png|}}
 +
 +
 +
 +{{:spay:hrmsprocguide:payroll_report_excel_2.png|}}

Views
Personal Tools