---
title: "Pull the corp and store level labor reports"
sidebarTitle: "Labor reports"
description: "Pull payroll GL detail from ProWork for each Rackson brand, split it into Corporate and Store level files, and save them to the period close folder."
icon: "users"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

This process pulls payroll General Ledger detail from **ProWork** for each Rackson brand and splits it into a **Corporate level** file and a **Store level** file. Each is exported as CSV, opened in Excel, and saved into the current period's Financials Prelims folder using the firm's naming convention.

<Info>
  **Source:** `Prelim Reports - Store & Corp Labor Reports Process Doc - RRS & RCY.docx`, with the accompanying recording `Prelim Reports - Store & Corp Labor Reports - RRS & RCY.mp4` (9m 40s).

  **Systems:** ProWork · Microsoft Excel · Rackson Group SharePoint
</Info>

## Before you start

- **Confirm the current pay period number** (for example `P05`) **and its pay date range** before starting — both the report filter and the saved file name are based on it.
- Access to ProWork for the **Rackson Restaurants LLC (`RacksonRest`)** client with reporting permissions.
- Access to the Rackson Group Documents library on SharePoint — specifically `Accounting > Rackson Restaurants > [Year] > Period Close > [Period] > Financials > Prelims`.
- This process is repeated **once for each brand** (Burger King, Dave's Hot Chicken) and, within each brand, **once for the Store level file and once for the Corporate level file** — four exports for two brands.

## Steps

<Steps>
  <Step title="Open the General Ledger (Summary) report and switch to GL Detail">
    In ProWork, go to **My Reports → Payroll Reports → Post Payroll Reporting → General Ledger (Summary)**. Change the **View** dropdown from the default `FWW detail` to **`GL Detail`**.

    <Note>
      This view brings in the **Employee EIN, Position, and Location** columns that are used later to split the data by brand and by Corporate or Store level.
    </Note>

    <Frame caption="The View dropdown on the General Ledger (Summary) report, with GL Detail selected">
      <img src="/images/customers/rackson/labor-reports/image1.png" alt="ProWork general ledger summary report with GL Detail view selected" />
    </Frame>
  </Step>

  <Step title="Set the Pay Dates filter">
    Open the **Pay Dates** filter and set the date range to match the pay period you are working on, then apply it. In the source example the range was 05/08/2026 through 05/29/2026, which is Period 05.

    <Frame caption="Pay Dates filter set to the period's pay date range">
      <img src="/images/customers/rackson/labor-reports/image2.png" alt="ProWork pay dates filter set to a period date range" />
    </Frame>
  </Step>

  <Step title="Filter Employee EIN to the brand">
    Scroll right to the **Employee EIN** column and type the brand name into its **"starts with"** filter box — for example `Burger King`. **Leave the Location filter blank at this point.**

    <Frame caption="Employee EIN filter set to Burger King, before the Location filter is applied">
      <img src="/images/customers/rackson/labor-reports/image3.png" alt="ProWork employee EIN filter set to Burger King" />
    </Frame>
  </Step>

  <Step title="Filter Location for the Store level and open the report menu">
    In the **Location** filter, type the store prefix for the brand — **`BKC`** for Burger King, **`DHC`** for Dave's Hot Chicken. Once the grid updates, click the **…** menu at the top right of the grid and select **Export**.

    <Note>
      Use the brand's **store prefix** (`BKC` or `DHC`) for Store level data. Use **`corp`** for Corporate Office data, **regardless of brand.**
    </Note>

    <Frame caption="Location filtered to BKC, with the report options menu open and Export highlighted">
      <img src="/images/customers/rackson/labor-reports/image4.png" alt="ProWork location filter set to BKC with the export menu open" />
    </Frame>
  </Step>

  <Step title="Export the Store level data as CSV">
    In the Export dialog, leave the format set to **CSV**. Click **Export** and let the file download.

    <Warning>
      **Excel and PDF formats are not available** for a report of this size — CSV is the only option.
    </Warning>

    <Frame caption="Export dialog with CSV selected as the export file format">
      <img src="/images/customers/rackson/labor-reports/image5.png" alt="ProWork export dialog with CSV format selected" />
    </Frame>
  </Step>

  <Step title="Save the Store level file into the Prelims folder">
    Open the downloaded CSV in Excel. Use **File → Save As** and browse to:

    ```text
    Rackson Group Documents → Accounting → Rackson Restaurants
      → [year] → Period Close → [period] → Financials → Prelims
    ```

    Save as an **Excel Workbook** and name the file `RRS P[period] [year] Labor Report - Stores.xlsx`, **overwriting the prior version of that file.**

    <Frame caption="The exported GL detail opened in Excel, showing GL Account, pay period, employee, position, and location columns">
      <img src="/images/customers/rackson/labor-reports/image6.png" alt="Exported ProWork GL detail open in Excel" />
    </Frame>

    <Frame caption="Save As dialog browsed to the period's Financials Prelims folder">
      <img src="/images/customers/rackson/labor-reports/image7.png" alt="Save as dialog with the labor report stores file name" />
    </Frame>
  </Step>

  <Step title="Repeat the export for the Corporate level">
    Return to the General Ledger (Summary) report in ProWork. **Keep the same Employee EIN filter and the same Pay Dates range**, but change the **Location** filter to **`corp`**. Open the **…** menu and export as CSV the same way.

    <Frame caption="Location filter changed to corp, showing Corporate Office results for the brand">
      <img src="/images/customers/rackson/labor-reports/image8.png" alt="ProWork location filter changed to corp showing corporate office results" />
    </Frame>
  </Step>

  <Step title="Save the Corporate level file">
    Open the newly downloaded CSV in Excel and **Save As** to the same Prelims folder used in step 6. Save as an Excel Workbook named `RRS P[period] [year] Labor Report - Corp.xlsx`, **overwriting the prior version.**

    <Frame caption="Save As dialog with the Corp file name, saved to the same Prelims folder as the Stores file">
      <img src="/images/customers/rackson/labor-reports/image9.png" alt="Save as dialog with the labor report corp file name" />
    </Frame>
  </Step>

  <Step title="Repeat the entire process for each remaining brand">
    Go back to the General Ledger (Summary) report and change the **Employee EIN** filter to the next brand — for example `Daves Hot Chicken`. Repeat steps 4 through 9 for that brand: first with the Location filter set to **`corp`** for the Corporate level file, then set to the brand's **store prefix** (`DHC`) for the Store level file.

    <Warning>
      Each brand uses its **own store location prefix** (`BKC` for Burger King, `DHC` for Dave's Hot Chicken). **Confirm the correct prefix for a brand before exporting its Store level file.**
    </Warning>

    <Frame caption="Employee EIN filter changed to Daves Hot Chicken with the Location filter set to DHC">
      <img src="/images/customers/rackson/labor-reports/image10.png" alt="ProWork filters set to Daves Hot Chicken and DHC location prefix" />
    </Frame>
  </Step>

  <Step title="Deliver the labor reports and notify the team">
    Include the Corp and Store level Labor Report workbooks for **every brand** with the rest of the prelim reports uploaded to the Rackson client SharePoint site — **that upload is the delivery method for these files.**

    Once uploaded, notify **Mike Mikos** that they are available. After **all** prelim reports have been uploaded for the period, send a separate notification to **Chris Johnson, Steve Song, Mike Mikos, and Chad Gentry** letting them know the full prelim package is ready.
  </Step>
</Steps>

## Summary

For each pay period: pull the **GL Detail** view of the General Ledger (Summary) report in ProWork, filter by brand and by Corporate or Store location, and export each combination as CSV. Save each into the period's Financials Prelims folder as `RRS P[period] [year] Labor Report - Corp.xlsx` or `- Stores.xlsx`, repeating for every brand. Upload the finished reports to the client SharePoint site with the rest of the prelim reports, notify Mike Mikos, and send the full package notification once everything is uploaded.

<Note>
  These labor reports feed the **total labor as a % of net revenue** check on both the [RRS](/internal/customers/rackson/workpapers/rrs-prelims) and [RCY](/internal/customers/rackson/workpapers/rcy-prelims) corp prelim reports.
</Note>

## Related

- [Running and delivering prelim reports](/internal/customers/rackson/processes/running-prelim-reports) — the upload these files ride along with
- [ProWork GL mapping](/internal/customers/rackson/reference/prowork-gl-mapping) — how payroll maps to GL accounts by brand, location, and position
- [RRS delivery, maintenance and reporting](/internal/customers/rackson/workpapers/rrs-delivery-maintenance-reporting) — the other ProWork export, feeding the prime cost file