How do I export the employer fee summary?

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Duddingston Payroll · How do I export the employer fee summary?

Euan Drummond asked on 12 Sep 2025 how to export one employer's fee summary to share with a client manager. Olivia Grant pointed to the reports menu, and Euan asked whether deadline dates could be included.

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As at Fri 9 Oct 2026

Euan Drummond asked on 12 Sep 2025 how to export one employer's fee summary to share with a client manager. Olivia Grant pointed to the reports menu, and Euan asked whether deadline dates could be included.

Problem: Euan Drummond, Payroll Systems Manager, could see the fee lines on an employer page but could not find the export, and needed to share the summary with a client manager who was away that week.

Handling: Olivia Grant gave the route through the reports menu on 13 Sep 2025, and Euan confirmed on 16 Sep 2025 that he had found it.

Watch: Euan asked whether the export could include deadline dates and said he would send them separately otherwise. The record does not show an answer, and the ticket closed on 29 Sep 2025.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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created · Euan Drummond 12 Sep 2025 17:54
Hello, I'm looking for how to export the fee summary for one employer so I can share it with a client manager who is off this week. I can see the fee lines on the employer page but I can't find an export button. Is there a menu I'm missing? Thanks, Euan
Public reply · Olivia Grant 13 Sep 2025 01:09
Hi Euan, thanks for the question. The export is under the reports menu on the employer page. Choose fee summary and the file will download. Let me know if you don't see that option. Olivia
Public reply · Euan Drummond 16 Sep 2025 16:21
Found it, thanks Olivia. Could the export also include the deadline dates? If it can't, that's fine, I'll just send those separately. Euan
Status change · Olivia Grant 25 Sep 2025 16:49
Status change · 29 Sep 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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Documents	1,582
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Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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