Difference between revisions of "Reports"

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(Scheduler Group)
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Selecting a report from the drop-down menu will display the Report Selection screen. 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 labor levels, shifts or status.
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* 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.
 
* Select the date range based on preset criteria options like the current day or the previous pay period, or enter a specific date range.
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* Select the grouping and sort order of the employees.
 
* Select the grouping and sort order of the employees.
  
* Select [[Report Options Tab|Options]] specific to the report.
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* 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.
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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]
  
 
The following reports are available:
 
The following reports are available:
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==Other Group==
 
==Other Group==
 
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[[File:Other_Group_Reports.png]]
 
* [[Payroll Export]]
 
* [[Payroll Export]]
  

Revision as of 01:06, 5 February 2019

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. (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.
  • Select the grouping and sort order of the employees.
  • Select Options specific to the report. (To change back to Default Settings, hold down the Shift key when opening the report).

The following reports are available:

Time Card Group

Time Card Group Reports.png

Employee Group

Employee Group Reports.png

Scheduler Group

Scheduler Group Reports.png

Other Group

Other Group Reports.png

See also