Running the Payroll Based Journal Export for CMS report

To run the report now and download the Payroll Based Journal Export for CMS report in Excel format:

  1. Select My Reports > Scheduled Reports.
  2. Click Run Now to run the report now. If you want to schedule the report to run at pre-defined times (for example, at the end of every quarter), see Scheduling the Payroll Based Journal Export for CMS report.
  3. Specify the Selection Parameters for the report as outlined in Selection Parameters for Payroll Based Journal Export for CMS report.
  4. Click Go to run the report.
You will then be prompted to download the report in Excel format.