Exceptions Report

This report documents when an employee's actual punch data varies from what they were scheduled to work in the system.

Report Criteria

The Report Criteria screen opens when you click on the report from the main "Reports" section of the software. This is where you tell the system what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Date Range fields to enter the range of days for which you would like to view changes to time card data. Click on the icons to select the dates from a calendar. The drop-down menus at the end of the field allow you to automatically specify a date range.

• Custom allows you to manually specify a starting and ending date.

• The Pay Period setting automatically specifies the date range based on the starting and ending dates of the pay period selected in the second drop-down menu (as in "Daily," "Weekly," "Semi-Monthly," etc.).

• The One Day setting displays punches for the selected day only.

• The Seven Day setting displays seven days worth of data from the specified start date.

• The Month setting displays a month's worth of data from the specified start date.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon to exclude employees. This setting includes four selection boxes. Two each for "Department," and "Employee." Any department or employee listed in the Invisible box will not be included on the report. Select the desired departments/employees and use the arrow icons to move them to the Visible section of the screen.
  Note: By default, all employees are included on the report. Use Quick Search to search for specific employees by first and last name, card number or employee ID.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to display data on a specific Employee Status, Pay Period or Supervisor only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• Put a check mark in the box for each type of error on the Time Card that you would like the report to display

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Note: Report output varies depending on the report criteria and filters selected.

The selected date range is displayed in the upper left-hand corner of the report. A separate graph is displayed for each employee. The employee name, ID, card number, department, and assigned supervisor are displayed at the top of the graph.

• The Date column displays the date of the punch being reported on.

• The Time column displays the time of the punch being reported on.

• The Error column displays the error assigned to the punch on the Time Card (as in "In Early," "Out Late" etc.).

• The Error Points column displays the number of infraction points incurred by the error assigned to the punch.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file. Click on the [PRINT] icon to print the report.