Difference between revisions of "Reports"
From sbv.wiki
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| − | 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]]. | + | 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]]. |
| − | + | 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 | + | * 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 | + | * 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. | * Select the grouping and sort order of the employees. | ||
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* Select [[Report Options Tab|Options]] specific to the report. | * 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 | + | The following reports are available: |
==Time Card Group== | ==Time Card Group== | ||
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==Other Group== | ==Other Group== | ||
| + | |||
* [[Payroll Export]] | * [[Payroll Export]] | ||
Revision as of 00:30, 20 November 2016
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 Grids.
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 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.
- Select Options specific to the report.
- 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 reports are available:
