You can export payroll reports from CareBlox in several ways, depending on your browser and security settings. This article explains three methods to export your report, including an alternative if the standard export option does not work.
Method 1: Use the Export button
This is the standard way to export a report.
Steps:
Log in to CareBlox and open the Payroll module.
Click Reports.
Select the report you want to run.
Enter the required criteria.
Click Next to open the report.
Click Export.
⚠️Important: Some users may see a security settings error. If this happens, use one of the other methods below.
Method 2: Use the right‑click export option
If the Export button does not work, you can export directly from the report.
Steps:
Log in to CareBlox and open the Payroll module.
Click Reports.
Run the required report.
When the report opens, right‑click anywhere on the report.
Select Export to Microsoft Excel.
Excel will open and load the report data.
Method 3: Copy and paste into Excel
If exporting is still not working, you can manually copy the data.
Steps:
Run the report as normal.
Highlight the required data using your mouse.
Right‑click and click Copy.
Open Microsoft Excel.
Right‑click in a blank cell and select Paste.
Which method should I use?
✅ Use Export button first
✅ If blocked → use Right‑click export
✅ If both fail → use Copy and paste