REPORTS
1. Reports
This drop-down box contains your saved favorites (marked by a heart icon) at the top, followed by general report types.
- Accrual Balances
- Attendance
- Distributed Hours
- Employee Contact
- Employee Listing
- Labor Cost
- Labor Distribution
- Lunch Compliance
- Notes Report
- Overtime Percentage
- Punch Audit
- Punch Source
- Schedule Posting
- Summary Sheet
- Time Detail
- Time Overview
- Time Summary
- Timecard
- Timecard Sign-Off
- Time-Off Request
- Time-Off Request Status
- Tracking List
- Who's In / Not In
2. Save Favorite
This button allows you to save the settings of your favorite reports. Property options and Employee Filters are saved. Date Range is not.
Favorite reports are saved to a user's account, and cannot be shared or transferred.
To make changes to an existing Favorite, select it, make changes, then click Save Favorite.
To create a new favorite, start with the report type, select Property options and apply any Employee Filters, then click Save Favorite. The recommended naming convention is the report type (e.g., Timecard), followed by a colon or dash, then a name for the favorite. E.g., Timecard - Shipping Department.
3. Remove Favorite
Select a favorite report, then press this button to remove the favorite from your list.
4. Date Range Selection
Click on this box to open a dialog box and change the date range to include in the report.
4A. Current Pay Period
This will select the pay period for today's date for each employee. A company can have more than one pay period for its employees.
4B. Previous Pay Period
This will select the pay period for each employee which precedes the pay period containing today's date.
4C. Pay Period As Of
This will select the pay period for each employee which includes the date selected.
4D. Custom Date Range
You can select any from and to dates for all employees to include in the report.
5. Employee Filters
If you leave the filter blank, all employees with data for the date range selected will be included in your report. Otherwise, you can apply a filter to limit the data included.
Please be aware that your selections are
5A. Tracking Levels
You can include employees by the group they're assigned to. In the first drop-down box, select the Tracking Level containing the group you want to include. Then, in the second box, select the Tracking Level Item. For example, to include the Shipping Department, select Department, then select Shipping. Then click "Add" to include your choice in the filter.
5B. Employees
You can select individual employees to add to your filter. If you hold down CTRL on your keyboard while selecting, you can select multiple employees at once. Click "Add" to include these employees.
5C. Assigned Employees
You will see the employees and groups to be included in your report here after you add them.
5D. OK
Click OK to apply the filter to your report.
5E. Cancel
Click Cancel to abandon changes.
6. Quick Filter
You can filter your report to a single Tracking Level Item by using Quick Filter. To set up a Quick Filter, see:
7. Properties
You will see your selected report's list of properties and the options for each property here.
8. Show Report
8A. Print
Click on this icon to print your report. Results may vary depending on your browser and its settings.
8B. Export
You can export the report as a file, and open it in an application or save it to your local hard drive. The file formats available are:
- Crystal reports (RPT)
- Microsoft Excel (97-2003)
- Microsoft Excel (97-2003) Data-Only
- Microsoft Excel Workbook Data-Only
- Microsoft Word (97-2003)
- Microsoft word (97-2003) - Editable
- Rich Text Format (RTF)
- Character Separated Values (CSV)
- XML
PDF is recommended. All other report export formats are subject to data interpretation and presentation formatting, which may limit their value.
8C. Find
Find text in the report.
8D. Previous / Next Page
Navigate backwards and forwards through the generated report.
8E. Page
You can type the page number you want displayed on your screen, or select the page number from the drop-down menu.
8F. Zoom
Enlarge of shrink your report on your screen.
8G. Parameter Panel
You can use this feature to change some of the settings on your report after it's been generated.
8H. Group Tree
You can examine the structure of the report provided here.
8I. Report Tabs
If you double-click on a subsection of the report, you will be presented with a separate tab containing the single branch of data.
