Reports & Exporting Data
The five report generators on the Reports page, plus printing and payee-facing exports
Four of the five report generators below download as a CSV file. The fifth — the QuickBooks package — is the exception: it downloads as a versioned Excel workbook with an accompanying PDF, covered in its own section below. Beyond that, the only other PDF path is printing two specific documents from your browser, also covered below. For exporting your payee roster, see Exporting and Importing Payees.
The Reports page
Reports in the navigation generates everything below fresh from your current payroll data — nothing here is a pre-built file sitting in storage, so a report always reflects what's true right now. For four of the five cards, pick a report, fill in the picker (a run, a union, a year, or a date range), click Generate, then Download CSV. The QuickBooks package is the exception — its card just picks a run and opens its own page (see below).
| Report | What it's for | You pick |
|---|---|---|
| Payroll register | Every payee on one run — gross, deductions, taxes, net, payment method, and check number | A run |
| Union remittance | Fund-by-fund totals for one run, including which funds route through box-office settlement (no check needed) versus what you actually remit | A run, optionally one union |
| QuickBooks package (QBD) | Opens its own page rather than generating inline here — see below | A run |
| Consolidated register | A rollup across every paid run in a date range — per-payee totals, union benefits, employer costs, representative payables, and child trust accounts | A from/to date range |
| 1099 filing preview | Who's getting a 1099-NEC or 1099-MISC this filing year, who's blocked (usually a missing tax ID), and who falls below the reporting threshold | A year |
A sixth surface sits outside this list: the Physical-check register at /reports/checks, which shows every printed cheque handed to the printer for a run and its current status. It's a read-only screen rather than an export.
A run that Check has voided can't produce any of these. It stays listed, marked "— VOIDED at payroll provider", and generating from it is refused with an explanation — deliberately, so a voided run can't be mistaken for one that never happened. See Reports Overview.
Draft and in-review runs aren't reportable
The register, remittance, and QuickBooks reports only work on runs that have at least been approved — a run still at Draft or In review won't show up in the picker.
QuickBooks package (QBD)
The old "QuickBooks CSV" export has been replaced by a richer QuickBooks package: a versioned Excel workbook (a recognition journal entry, a paste-ready settlement batch, and a reconciliation) plus an accompanying PDF, instead of one flat CSV. Clicking Open on this card takes you to its own page rather than generating a result inline like the other four reports. A finished run's own detail page carries a QuickBooks package button too, which opens the same page with that run already selected. If a run can't produce a package — Check voided it, or its figures couldn't be assembled — the page says why in a card under the run picker rather than showing nothing.
Gated until payroll is fully live
The QuickBooks package builds from finalized, processed payroll runs, so it stays unavailable — showing "Available as we finalize payroll" instead of a working generator — until Greenroom's payroll processing goes live for your company. Nothing you've entered is lost in the meantime; it resolves on its own once payroll is live.
Generating a package also depends on your chart of accounts being mapped to QuickBooks categories first, under Settings → QuickBooks (a separate tab from Settings → Chart of accounts, covered in Chart of Accounts (GL Codes)) — unmapped or unconfirmed categories block generation until that mapping is complete. Full detail on the package itself lives in QuickBooks Package.
Printing (the browser PDF path)
Two specific documents are meant to be printed or saved as PDF from your browser, rather than downloaded as a file directly — both open in a new, print-formatted tab and trigger your browser's print dialog automatically. (This is separate from the QuickBooks package's PDF above, which downloads directly rather than opening a print dialog.)
- Union remittance document — from the Unions step while reviewing a payroll run, Export [union] PDF for one union, or export all unions at once. This is the paperwork you'd send to a union alongside a remittance check.
- Funding / check-writing sheet — from the "Fund your payroll" step, Print / share shows what needs to be in your account for the check date.
If your browser blocks the automatic print dialog, use the Print / Save as PDF button shown on the page itself.
Payee pay stubs
Pay stubs aren't something a company manager exports for the whole roster — each payee views and downloads their own from their Greenroom portal login (Pay stubs, newest first). If a payee needs a copy of a pay stub, point them to their own portal rather than looking for it on the company side.
Pay stubs only apply to payees typed as employees (W-2). Loan-outs, contractors, and vendors are all 1099 kinds and see a note that pay stubs aren't part of their setup instead — their payment records and year-end 1099 live under Tax documents in their portal.
Next steps
See Exporting and Importing Payees for the payee roster CSV, Chart of Accounts (GL Codes) for setting up GL coding, or Payroll History for finding a past run to report on.