Generating
Reports
The reports section of the program allows you
to print comprehensive reports of your Time Card,
Employee and Schedule information.
It is suggested that you run reports, especially
if you are not exporting your hours and earnings
information to a payroll software.
Click on the main "Reports" navigation
tab at the top of the screen. Reports are broken
up into several sections:
- The Audit
Reports group allows you to monitor
your employees' punch exceptions, verifications,
etc.
- The Employee
Reports group details employee information
such as birthdays, hire dates, anniversaries,
etc.
- The Schedule
Reports group is used to view and print
data based on the schedules that employees
are assigned to work in the system.
- Time Reports
display the hours and earnings totals for
your employees, as well as basic employee
tracking information.
- The Job
Tracking report group allows you to
report on the jobs and tasks that your employees
are entering with their punches.
- The Charts
and Graphs report group generate various
charts and graphs detailing your Time &
Attendance data.
The majority of reports that are typically used
at the end of a pay period are located in the
"Time Reports" group.
Brief descriptions of the most commonly used
Time reports are as follows.
| Report |
Description |
| Over/Under Hours |
This
report allows you to specify a threshold
for hours worked and then notifies you
of any employees who have gone over or
under the specified hours. |
| Hours Detail |
This
report displays a total of the hours that
employees have worked for the specified
date range. Totals are broken up by "Regular,"
"Overtime," "Holiday"
hours, etc. All hours are totaled at the
bottom of the report. |
| Time Card |
This
is the most commonly used time & attendance
report. The report gives you a detailed
breakdown of the hours and punches for
the specified date range. Multiple levels
of information can be displayed. |
Report Criteria and Filters
When you click on any report in the system,
the "report criteria" screen opens.
This screen is used to set filters, specifying
the types of data that you would like to see on
the report.
The available filters vary greatly depending
on the report being printed. However, the process
of specifying filters and generating reports is
generally the same.
- The header of each report displays the
selected report group, and allows you to select
a different report from the drop-down menu.
Put a check mark in the box at the right-hand
corner of the header to open the report in
a separate browser window.
- A Date
Range allows you to print only the
data that falls within the selected dates.
The range can be automatically specified using
the drop-down menus at the end of the field,
or "Custom" can be selected, allowing
you to specify your own range. Click on the
 icon to
select the dates from a calendar.
- The Employees
section allows you to select a range of employees
whose data you would like to view. This setting
includes two selection boxes. Any employee
listed in the Unselected
box will not be included on the report. Select
the desired employees and use the
 icon to move them to the Selected
section of the screen.
Note:
By default, all employees are included on
the report.
- The Additional
Filters section of the screen allows
you to specify additional filters for the
report. The available filters vary greatly
depending on the report being used. Select
a setting from the drop-down menus to only
view the specified data (as in data for a
specific department, or employee type only).
Put a check mark in the box next to each type
of information that you would like to be included
in the report (as in pay information or "Signature
Section").
Click on the [GENERATE] icon at the bottom of
the screen to view the report.
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