---
title: "How to Generate YTD - (Excel)?"
description: "Generate YTD - (Excel)"
url: https://helpdesk.aanyahr.com/tl/articles/281-how-to-generate-ytd-excel
collection: "How to Generate YTD - (Excel)?"
updated: 2024-06-25
language: tl
alternates: [en]
---

# How to Generate YTD - (Excel)?

Generate YTD - (Excel)

Please follow the outlined steps below for guidance on **How to Generate YTD - (Excel).** This document is designed exclusively for certain employee(s).

1.  Go to **Payroll** and select **Reports**.
    
2.  After selecting **Reports**, proceed to section **Annual Reports**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Q3oa6uFQ94crjuWsNFfIRUpDOQB6A7o8dQfkn0Xcp2RyzAKbCPKKQEHNugccowyUudFvwP10eOA.png)
3.  After choosing the **Annual Reports** option, you will be presented with all the relevant Specific Reports.
    
    ![](https://staticfiles.gleap.io/ghelparticle/ho5OtPsDEtMQ5zHXxADOEa6dwMM39kdNoqFJQyDj0PIPuGUP3KHHiC8OALEHqDLWKUimcB7WGle.png)
4.  If you select the **YTD \_ All (Excel)**, go ahead and click on it.
    
    ![](https://staticfiles.gleap.io/ghelparticle/0OjS8dVdUHV0K6cenpiWshMRep0uWFFBOBwvEXayv9yLwKJJO9wz3f3sUKnCK3El5GtWhu77Nyr.png)
5.  Fill out the needed details.
    
    ![](https://staticfiles.gleap.io/ghelparticle/kXqZ5yblBSKbxu7GQtSPqehEiqmonDgQTrMXWBJmUwdFZfozb2fpIY4Scr4WgYad4DwfBDk8Eur.png)
    -   **Subcompany** - Select the **subcompany** dropdown menu you want to generate the Year-To-Date (YTD) of the specific employee.
        
    -   **Branch** \- select the specific branch or you have the option to select **ALL** of the specific employees' YTD to generate.
        
    -   **Department** - select the specific Department or you have the option to select **ALL** of the specific employees' YTD to generate.
        
    -   **Employee Status -** select the specific employee status or you have the option to select **ALL** of the specific employees' YTD to generate.
        
    -   **Employee Name** - select the specific employee/employees from the dropdown list.
        
    -   **Year - s**elect the specific year from the dropdown list.
        
    -   **View Report button** - the button to be clicked to view the selected details.
        
6.  Once the details have been completed, click the **view report** button. AanyaHR will automatically process the report to be viewed.
    
    ![](https://staticfiles.gleap.io/ghelparticle/czJrffeMKlsevPhfaPxCbIqSn7oWEYjYaK0qnE6rMUxQ9N4eQrxfVqC7faWhEwLX6zOWuYpDx6k.png)
7.  After the report processing is complete, the details will be shown in the lower portion, for your checking. Once good, click the **Export button** (A box with an arrow indicating the direction to the right)
    
    ![](https://staticfiles.gleap.io/ghelparticle/2TCX8agxm14El23CeihnaCEfEvOkYfGFn1xO27J9gxNCdVuz8xftqRUVc8EKGngnTjG6x1jy7Ox.png)
8.  Choose the desired file format for the report generation.
    
    ![](https://staticfiles.gleap.io/ghelparticle/COY4UlJ2SceLrntOVzViuIJOYCTmyVRK1zWZbozDO6sV5VtVDWHwaJ75x9VrRGTXUthJt6bUfhr.png)
9.  Once you selected the desired file format, the system will automatically export the report.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Mw4AwusTH3r0z3Bxc8yPNoXSLlFzY86LRR7n06x0sr7sN6jvmgXtC1XKexDwHhFktOcTiyMtXnp.png)
10.  The file will be generated and automatically saved in the downloads. Click the file to open.
     
     ![](https://staticfiles.gleap.io/ghelparticle/rLrgAHjG5HySkB4f2u0mOyRy9J9D26hiJNrFhdfwWUkr0FDflfecT6gepATD508vQBccXBYJq9Y.png)
     

Go back to:

[How to Generate Annual Reports?](https://helpdesk.aanyahr.com/en/articles/276-how-to-generate-annual-reports.md)
