Greenroom
Advanced

Reports & Exporting Data

The five report generators on the Reports page, plus printing and payee-facing exports

Every export on this page downloads as a CSV file. Greenroom doesn't generate PDF or Excel report files — the only PDF path is printing two specific documents from your browser, 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. Pick a report, fill in the picker (a run, a union, a year, or a date range), click Generate, then Download CSV.

ReportWhat it's forYou pick
Payroll registerEvery payee on one run — gross, deductions, taxes, net, payment method, and check numberA run
Union remittanceFund-by-fund totals for one run, including which funds route through box-office settlement (no check needed) versus what you actually remitA run, optionally one union
QuickBooks CSVA double-entry journal for one run, one row per GL-coded line — debits and credits balanceA run
Consolidated registerA rollup across every paid run in a date range — per-payee totals, union benefits, employer costs, representative payables, and child trust accountsA from/to date range
1099 filing previewWho'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 thresholdA year

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 CSV

Each row is one debit or credit line for one GL-coded item on the run, plus the account it's coded to, a memo, and the payee. Before you download, Greenroom shows you whether the file's debits and credits actually balance — if they don't, the export is flagged and the guidance is to report the run rather than import an unbalanced file into your books. Setting up the chart of accounts this depends on is covered in Chart of Accounts (GL Codes).

Printing (the 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:

  • 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.

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.

On this page