---
title: "Run and Customize Exports for Reporting"
slug: "using-exports"
tags: ["Data Providers", "Exports Module", "File Formats"]
updated: 2026-10-04T15:53:20Z
published: 2026-10-04T15:53:20Z
canonical: "help.workeasysoftware.com/using-exports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

> [!CAUTION]
> **We recommend new exports are created by admins, data specialists, or Excel experts.**

1. Go to **Exports** in the main menu.
2. If you are using an out-of-the-box export, go to the section [**Set parameters, preview, or run**](/docs/using-exports#set-parameters-preview-or-run). 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
3. If the export you need is not available, you will need to create a new export. **We recommend this is done by admins, data specialists, or Excel experts.** To do so, select the **three dots** > **Add (+)**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(737).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)
4. Fill in the required fields:
  - **Name**: A clear label for the export.
  - **File name**: The name of the generated file. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(743).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)
  - **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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(744).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)
  - **File type**: Choose an available format.
  - **End line type**: Select one, based on your downstream system. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(741).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

## 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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(745).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

## 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

1. To run immediately, select the export and choose **Run**.
2. To test results before exporting, select **Preview**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(746).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(747).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

## Download Export

- Click notifications > **File** and open the downloaded file. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(751).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(752).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

## 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

We recommend testing exports 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.