How to extract historical YTD data from Paycor #

Department: Implementation > Historicals
Status: Published
Updated: 3/18/2026

Step 1: Generate Employee Information Report #

Use this report to gather employee demographics, earning rates, and withholdings.

1. Navigate to Reports > Custom Reports.
2. Click the Custom Templates tab at the top of the page.
3. Select the EE Demographics report.
4. Go to the Filters tab and select the relevant company.
5. Check the option to show paid employees only.
6. Click Run Report.

Step 2: Verify Work Location Data #

Work location data is stored at both the company and employee levels. Review these areas to confirm data accuracy:

• Company-level: Go to Company > Work Locations or Departments.
• Employee-level: Go to People and check each person’s assigned location.

Note: Visibility depends on specific company configuration settings.

Step 3: Generate Direct Deposit Report #

1. Go to Reports and select Custom Reports.
2. Click the Custom Templates tab.
3. Select the EE DD report from the list.
4. Open the Filters tab.
5. Select the relevant company.
6. Click Run Report.

Step 4: Run Employee Withholding Report #

Note: This report does not include dollar values for deductions. You must pull those directly from individual employee profiles.

1. Go to Reports and select Custom Reports.
2. Click the Custom Templates tab.
3. Select the EE Withholding report.
4. Open the Filters tab and select the correct company.
5. Click Run Report.

Step 5: Run Employee Deduction Report #

1. Go to Reports and select Custom Reports.
2. Click the Custom Templates tab.
3. Select the EE Deductions report.
4. Open the Filters tab and choose the specific company.
5. Click Run Report.

Step 6: Locate YTD Payroll Report #

1. Click the hamburger menu (☰) in the top-left corner.
2. Select Reports and then Custom Reports.
3. Find the YTD Payroll report under the Custom Templates tab.
4. Click the orange report name to open the configuration settings.

Step 7: Request Manual Tax Returns #

Remind the partner or client that tax returns cannot be exported from the system. Ask them to manually retrieve and submit these documents.

Step 8: View Company Tax Details #

1. Go to Pay > Pay Settings > Taxes.
2. Select the relevant Tax Authority.
3. Click the blue Tax Code & Description link to view the full details.