Difference between revisions of "Reports"

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(Created page with "==Reports Overview== All of the reports are available from the Reports tab. The reports are organized into groups: Time Card, Employee, Scheduler and Other. Within each group...")
 
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==Reports Overview==
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=Reports Overview=
  
All of the reports are available 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. Staffing.
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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.
  
  
Select a report from the drop-down menu to display the Report Selection screen. The Report Selection screen allows you to:
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Once you select a report from the drop-down menu, the Report Selection screen will display. 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 their labor levels, their home shift, their status, and the payroll date (for companies with multiple pay periods).
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* Select options specific to the report.
 
* Select 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.
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The following is a breakdown of all the reports:
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==Time Cards Group==
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* [[Time Cards Reports|Time Cards]]
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* [[Hours Reports|Hours]]
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* [[Punch Reports|Punch]]
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* [[Attendance Reports|Attendance]]
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* [[Schedule Shifts Reports|Schedule/Shifts]]
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==Employee Group==
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* [[Employee Reports|Employee]]
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* [[Clock Reports|Clock]]
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* [[Employment Reports|Employment]]
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* [[In Services Reports|In Services]]
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==Scheduler Group==
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* [[Budget Reports|Budget]]
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* [[Scheduling Reports|Scheduling]]
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* [[Staffing Reports|Staffing]]

Revision as of 16:03, 7 May 2015

Reports Overview

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.


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


The following is a breakdown of all the reports:


Time Cards Group

Employee Group

Scheduler Group