Difference between revisions of "Reports"

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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. There are several different formats that the reports are available in; 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.
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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]].
  
Once you select a report from the drop-down menu, the Report Selection screen will display. The Report Selection screen allows you to:
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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:
  
* 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 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 your specific date range.
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* 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.
  
* Select 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).
  
* Save the report selections so that the report shows under your Saved Reports.
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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 is a breakdown of all the reports:
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The following reports are available:
  
 
==Time Card Group==
 
==Time Card Group==
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[[File:Time Card Group Reports.png]]
  
 
* [[Time Card Reports|Time Card]]
 
* [[Time Card Reports|Time Card]]
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==Employee Group==
 
==Employee Group==
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[[File:Employee_Group_Reports.png]]
  
 
* [[Employee Reports|Employee]]
 
* [[Employee Reports|Employee]]
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==Scheduler Group==
 
==Scheduler Group==
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[[File:Scheduler_Group_Reports.png]]
  
 
* [[Budget Reports|Budget]]
 
* [[Budget Reports|Budget]]
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==Other Group==
 
==Other Group==
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[[File:Other_Group_Reports.png]]
 
* [[Payroll Export]]
 
* [[Payroll Export]]
  
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* [[Tools]]
 
* [[Tools]]
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* [[Import]]
  
 
* [[Configuration]]
 
* [[Configuration]]

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