Reports - Revision history

Joel at 18:43, 27 October 2022

2022-10-27T18:43:33Z

Stage at 01:06, 5 February 2019

2019-02-05T01:06:09Z

Joel at 19:30, 8 August 2017

2017-08-08T19:30:41Z

Tami: /* Other Group */

2017-07-19T16:29:32Z

‎Other Group

Tami: /* Scheduler Group */

2017-07-19T16:18:57Z

‎Scheduler Group

Tami: /* Employee Group */

2017-07-19T16:17:00Z

‎Employee Group

Tami: /* Time Card Group */

2017-07-18T20:11:42Z

‎Time Card Group

Joel at 17:45, 15 December 2016

2016-12-15T17:45:52Z

Stage at 00:30, 20 November 2016

2016-11-20T00:30:58Z

Stage at 00:26, 20 November 2016

2016-11-20T00:26:55Z

← Older revision		Revision as of 18:43, 27 October 2022
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	* [[Saved Reports\|Save the report selections]] so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email. [https://youtu.be/fs_tVl2cwCs Schedule An Emailed Report Video]		* [[Saved Reports\|Save the report selections]] so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email. [https://youtu.be/fs_tVl2cwCs Schedule An Emailed Report Video]
		+
		+	* Excel reports can use an Excel template on the Options tab with customized column headers, Hidden columns, and extra columns with custom Excel formulas inside the template. The software will fill in all the columns in original order.

	The following reports are available:		The following reports are available:

@@ Line 11: / Line 11: @@
 * Select [[Report Options Tab|Options]] specific to the report. (To change back to Default Settings, hold down the Shift key when opening the report).
-* [[Saved Reports|Save the report selections]] so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email.
+* [[Saved Reports|Save the report selections]] so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email. [https://youtu.be/fs_tVl2cwCs Schedule An Emailed Report Video]
 The following reports are available:

@@ Line 3: / Line 3: @@
 Selecting a report from the drop-down menu will display the Report Selection screen. The Report Selection screen allows you to:
-* Select employees based on labor levels, shifts or status.
+* Select employees based on labor levels, shifts or status. (To run a report for one employee only, select the employee in the software and hold down the Ctrl key when opening the report).
 * Select the date range based on preset criteria options like the current day or the previous pay period, or enter a specific date range.
@@ Line 9: / Line 9: @@
 * Select the grouping and sort order of the employees.
-* Select [[Report Options Tab|Options]] specific to the report.
+* Select [[Report Options Tab|Options]] specific to the report. (To change back to Default Settings, hold down the Shift key when opening the report).
 * [[Saved Reports|Save the report selections]] so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email.

@@ Line 51: / Line 51: @@
 ==Other Group==
+[[File:Other_Group_Reports.png]]
 * [[Payroll Export]]

← Older revision		Revision as of 16:18, 19 July 2017
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	==Scheduler Group==		==Scheduler Group==
		+	[[File:Scheduler_Group_Reports.png]]

	* [[Budget Reports\|Budget]]		* [[Budget Reports\|Budget]]

← Older revision		Revision as of 16:17, 19 July 2017
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	==Employee Group==		==Employee Group==
		+
		+	[[File:Employee_Group_Reports.png]]

	* [[Employee Reports\|Employee]]		* [[Employee Reports\|Employee]]

← Older revision		Revision as of 20:11, 18 July 2017
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	==Time Card Group==		==Time Card Group==
		+
		+	[[File:Time Card Group Reports.png]]

	* [[Time Card Reports\|Time Card]]		* [[Time Card Reports\|Time Card]]

@@ Line 1: / Line 1: @@
-Reports are selected from the Reports tab. The reports are organized into groups: Time Card, Employee, Scheduler and Other. Within each group, the reports are further organized based on their type, e.g. Hours, Punch, Staffing. Reports are created in several different file formats. These include Excel, PDF and [[Pivot Grid | Pivot Grids]]. If a report is available in multiple formats, it will be listed twice followed by the output format in parentheses.
+Reports are selected from the Reports tab. The reports are organized into groups: Time Card, Employee, Scheduler and Other. Within each group, the reports are further organized based on their type, e.g. Hours, Punch, Staffing. Reports are created in several different file formats. These include Excel, PDF and [[Pivot Grid | Pivot Grids]].
-Once you select a report from the drop-down menu, the Report Selection screen will display. The Report Selection screen allows you to:
+Selecting a report from the drop-down menu will display the Report Selection screen. The Report Selection screen allows you to:
-* Select employees based on their labor levels, their home shift, their status, and the payroll date (for companies with multiple pay periods).
+* Select employees based on labor levels, shifts or status.
-* Select the date range based on preset criteria options like the current day or the previous pay period, or enter your specific date range.
+* Select the date range based on preset criteria options like the current day or the previous pay period, or enter a specific date range.
 * Select the grouping and sort order of the employees.
@@ Line 11: / Line 11: @@
 * Select [[Report Options Tab|Options]] specific to the report.
-* Save the report selections so that the report shows under your Saved Reports.
+* Save the report selections so that the report shows under your Saved Reports and can then be scheduled for automatic delivery via email.
-The following is a breakdown of all the reports:
+The following reports are available:
 ==Time Card Group==
@@ Line 46: / Line 46: @@
 ==Other Group==
 * [[Payroll Export]]

← Older revision		Revision as of 00:26, 20 November 2016
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−	~~All of the reports~~ are ~~available~~ from the Reports tab. The reports are organized into groups: Time ~~Cards~~, Employee, Scheduler and Other. Within each group, the reports are further organized based on their type, e.g. Staffing. ~~The reports~~ are created in several different file formats. These include Excel, PDF~~, On Screen~~ and ~~as a~~ [[Pivot Grid]]. If a report is available in multiple formats, it will be listed twice followed by the output format in parentheses.	+	Reports are selected from the Reports tab. The reports are organized into groups: Time Card, Employee, Scheduler and Other. Within each group, the reports are further organized based on their type, e.g. Hours, Punch, Staffing. Reports are created in several different file formats. These include Excel, PDF and [[Pivot Grid \| Pivot Grids]]. If a report is available in multiple formats, it will be listed twice followed by the output format in parentheses.

	Once you select a report from the drop-down menu, the Report Selection screen will display. The Report Selection screen allows you to:		Once you select a report from the drop-down menu, the Report Selection screen will display. The Report Selection screen allows you to: