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    New Release | WFM UK: Updated Payroll Preview, Past Pay Run Report, and Weekly Overview Report Export Options | 21 May 2026

    What’s New?

    • Updated Payroll Preview, Past Pay Run Report, and Weekly Overview Report Export Options

      Payroll Previews, Past Pay Run Reports, and the Weekly Overview Report V3 can now be exported as XLSX or CSV files, replacing the legacy XLS format. Payroll Previews and Past Pay Run Reports have also been updated to improve usability and streamline workflows:
       
      • Ability to switch between preview/report types within a single pop-up without re-running data
      • Option to export individual types or all types together
      • When exporting all types to XLSX, each type is placed on a separate sheet in Excel

    These enhancements remove the need to re-run reports when switching types and make exporting more flexible.

    Release date: 21st May 2026

     

    Instructions

    While data and visual output remain unchanged, the new export formats may affect existing workflows. Excel macros and processes relying on the .XLS format could encounter issues. These changes are not enabled by default, allowing time for preparation. 

    Fourth can temporarily enable the updates, allowing you to run a preview or report and assess the impact on your internal processes before fully committing. Once reviewed, the updates can be turned off whilst you make any necessary adjustments, then re-enabled when you are ready.

    Please get in touch with our Support Team or your Customer Success Representative when you are ready to proceed.

     

    Payroll Previews and Past Pay Run Reports

    • Once the changes are enabled, both of these reports will follow the same updated functionality.

    Payroll Previews

    • Go to Payroll Homepage > select Current Payrun> Page Links > Preview > Retrieve Most Recent Preview (if this is not available, run a preview first and then repeat these steps)

    The preview/report will be displayed onscreen, with new radio buttons (Fig.1) that allow switching between different data types (previously selected from the Type drop-down (Fig.2)). The display updates instantly, with no need to re-run or reload.

    • Basic Details
    • With Pay Elements
    • With Pay Elements & Deductions
    • Payroll Differences
    Fig.1 – New Payroll Preview 'Type' toggle

     

    Fig.2 - Current 'Type' drop-down options

    Past Pay Run Reports

    • Go to Payroll > Pay Runs > Past Pay Run List > select Pay Run > Page Links > Pay Run Report > Run Preview

    The changes here are the same as with Payroll Previews, with the Type selections available as radio buttons - see Fig.3.

    • Basic Details
    • With Pay Elements
    • With Pay Elements & Deductions
    Fig.3 – Past Pay Run Report 'Type' toggle

     

    Export Formats

    These previews/reports can now be exported to an XLSX Excel file or CSV. 

    • This is done by selecting the new Export button

    Finger01.png The current Export to Excel button will remain, which is the legacy method to export the preview to XLS.

    A new pop-up will appear (within the existing pop-up) that will allow selection to export to CSV or Excel (XLSX) for the individual preview type selected, and an option to export All the preview types to XLSX.

    Fig.4 – New 'Export' button and format options

     

    Weekly Overview Report V3

    New export options are also available for the Weekly Overview Report V3.

    • Go to Rotas or Scheduling > Reports > Weekly Overview Report V3 > Enter Week and Generate For filters > Search
    • Select Export
    • CSV and Excel (for XLSX file) options are available
    Fig.5 - Weekly Overview Report V3 - 'Export' button

     

    Fig.6 - New export methods for Weekly Overview Report V3

    Please note: These export methods remain available at both location and division levels of this report.


    Export Example Screenshots

    Payroll Preview Export Examples 

    A CSV export will look like this (note that all formatting is naturally lost, due to the CSV file type, but data within remains):

    Fig.7 – Payroll Preview – exported to CSV

    An Excel export (under 'Basic Details - see Fig.4) will produce an XLSX file and look like this:

    Fig.8 – Payroll Preview – exported to XLSX

    Selecting Excel under the 'All' header (Fig.4) will export all the preview types into one XLSX file (using sheets), and will look like this:

    Fig.9 – Payroll Preview – 'All' exported to XLSX in separate sheets

     

    Past Pay Run Report Export Examples

    • A CSV export will look like this (note that all formatting is naturally lost, due to the CSV file type, but data within remains):
    Fig.10 – Past Pay Run Report – exported to CSV
    • An Excel export (under 'Basic Details - see Fig.4) will produce an XLSX file and look like this:
    Fig.11 – Past Pay Run Report – exported to XLSX
    • Selecting Excel under the 'All' header (Fig.4) will export all the preview types into one XLSX file (using sheets), and will look like this:
    Fig.12 – Past Pay Run Report – 'All' exported to XLSX

     

    Weekly Overview Report V3 Export Examples

    • A CSV export will look like this (note that all formatting is naturally lost, due to the CSV file type, but data within remains):
    Fig.13 - Weekly Overview Report V3 - CSV
    • An Excel export will produce an XLSX file and look like this:
    Fig.14 - Weekly Overview Report V3 - exported to XLSX

    Please note: These export methods remain available at both location and division levels of this report.

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