Run and Customize Exports for Reporting

The Exports module lets you generate files from WorkEasy Software for payroll, reporting, and compliance. You can use built-in exports or customize your own by selecting data providers, file formats, filters, and delivery methods.

Go to Exports in the main menu.
Select the three dots > Add (+) to create a new export if it’s not already available.
The standard out-of-the-box exports available are:
- ADP Run v1.0
- ADP Workforce Now
- BambooHR
- EasyPay
- Employees basic data
- Exceptions details
- Gusto
- Hotel Effectiveness Employee Data
- Hotel Effectiveness Time Clock Punch Data
- Paychex Flex v2
- QuickBooks Desktop
- QuickBooks Online Export
- QuickPay Summary
- Sage 50 (US)
- Schedules
- Time offs
- Timesheet detailed
- Timesheet summary
Fill in the required fields:
- Name: A clear label for the export.
- File name: The name of the generated file.
- Data provider: The source for the export.
  
  Note:
  Exports reflect effective pay rate changes during a pay period. In the Job Tracking Time Activity Daily Summary (Pay Period) export, each day applies the pay rate that was effective on that date. Exported amounts align with employee timesheets and job tracking reports even when rates change mid cycle.
- File type: Choose an available format.
- End line type: Select one, based on your downstream system.

Configure options

Use these sections to refine the output before you run or schedule the export.

Transformations: Apply calculations or modify data before export with JavaScript.
Columns: Choose which fields appear in the file. Optionally show or hide headers.
Query conditions: Add SQL-based filters, such as pay period, employee, or location.
Extra params: Provide advanced settings if needed.

Choose delivery method

Select how the file should be delivered after it is generated.

Download: Run and download on demand.
Email: Send the file to specific recipients.
FTP: Upload the file to an FTP server.
Custom: Use an approved integration provided by your organization.

Set parameters, preview, or run

To run immediately, select the export and choose Run.
To test results before exporting, select Preview.

Download Export

Click notifications > File and open the downloaded file.

Troubleshooting

Export does not run: Confirm permissions for the selected data provider and review query conditions.
Missing data: Check filters and parameters to ensure they are correct and not overly narrow.
File will not download or deliver: Verify the delivery method settings and file type.
Performance issues: Reduce the date range or scope and try again.

Additional guidance for exports

These details are intended for administrators or data specialists. Test with a small date range and non-critical data before using in production.

Delivery methods and scheduling

Configure the delivery method (Download, Email, FTP/SFTP) before creating a schedule.
Test the delivery immediately to confirm credentials and file transfer.
Only schedule an export after delivery is working. You can set frequency (daily, weekly, etc.) and date ranges.

Data types and formats

Each export column has a data type (string, integer, boolean, double, etc.) and an associated format.
Formatting controls how data is displayed, for example whether work hours show as 60 (minutes) or 1:00 (hh:mm).
Formatting options differ by type: strings can be upper/lowercase, integers can define decimal precision, and time can be hh:mm.

Advanced options

Transformations: Apply JavaScript logic to modify a single column or the full dataset. Use only for safe adjustments.
Constants vs. Parameters: Constants always apply the same value; parameters can be changed before running an export.
Custom fields and groups (such as department or location) can be added as export columns.
Some fields support hidden flexibility such as custom decimal places or padding with alternate characters.
The Split option can divide values (for example, separating “ABC123” into “ABC” and “123”).

Query conditions

Query conditions behave like SQL WHERE clauses. Example: return only employees whose name starts with “A”.
Filters reduce file size but can also cause missing data if too restrictive.
Invalid conditions will cause the export to fail. Keep conditions simple and test with small ranges.

Purpose and limitations

Exports were designed for system-to-system integration (such as payroll), not reporting.
They only provide raw data in columns—no subtotals or totals.
Out-of-the-box exports are safest for most customers. Advanced customization should be left to trained analysts.