How do I get am annual or monthly summary in excel off my payroll to keep offline?

The best practice is to export to excel the main summary report. It is called the "Full Summary - for Excel Export" or make use of the Gross Annual - Details Report. Note: For a good yearly summary, month by month in excel, type the word PAYE in help and look for "Paye Detailed History Report" Note: The actual Excel Export of the Full Summary report will include a Full Detailed-Report with more info than the visible browser report. The Gross Annual - Details Report (info found below) is very useful as its an accumulated, ongoing annual summary of important totals you may need. You can also use the simpler "Summary Basic" report and export this to Excel or the "Summary Print Option" report. If you do this each month and export this to excel to keep as an offline copy, then you will always have all your payroll data in excel files for each month. Note: The summary report will show all the "NET PAY" figures WITH rounding up. The default is 1 Kwacha. Hence if you are checking grand totals in excel, remember this will cause a slight discrepancy over all the payrolls as gross wage and the other amounts deducted to reach the "NET PAY" are not rounded. However if you have not done this, then its easy to go back to each month and export by doing the following: 1) Go to the reports menu by clicking on the Print-Reports icon on the home page. The first page that comes up is actually the particular Pay Period Month or Year selection option. The default normally goes to the current payroll period (month) you are working in. 2) On this Select-Year-and-Month Form, choose your period for which you want to go back and export the summary report. You will see a drop down box for you to select the particular historic month. 3) Then select the Main Reports icon you will be taken to the usual reports page. However this time you will notice that all the reports will be for the specific pay period you have just chosen.(According to whatever historic month you have chosen). Now you can export that historic report and you have an offline excel copy. Regarding the yearly summary, harvester is exact and if you total(sum) the monthly summaries they will be exact for the grand yearly totals. It is also easy to do as each monthly summary excel sheet is in exactly the same excel format, with same columns and rows, so you can total easily over the months using the Summary Total rows from each month. Gross Annual - Details Report On the normal Reports page look under "General-Reports" Section and then select the link for the Gross Annual - Details Report. This report is found just below the link for the Workers Compensation Report. It will export to excel the same information needed for Workers Compensation, but will also include accumulated totals for other helpful values like Basic Wage, Housing, Pay-rates, Gratuity, Terminal Benefits. If you select the Status drop-down search box and select only Terminated or Employed employees, then the export to Excel report will show accumulated totals according to your selection. Eg If you want to see only the totals for Terminated employees during the year.