1. Go to Reports.
2. Select the Preset Quarter Dates or enter the dates manually.
- You have the option of Sort & Filter the data by Name or SSN.
- You can determine how the Social Security will be shown if full or just the last 4 digits by pressing the eye symbol at the top right corner.
3. Press View Report or you can also Export Excel.
4. The Report will open in a new screen.
- You will see the option to Save the Report at the top of the page.