Reports

Updated 4 months ago by Leigh Hutchens

In Analytics, there is a list of reports you can run to get more insight into your organization.

The following tables describe these reports, along with their purpose and default columns included in the report. Read access is required for the permissions listed (per report) below:

Schedule

Report

Description

Default columns

Access

Schedule period

View District schedule period and balance period information.

Unit, Employee name, Agreement template, From/To date, Employment rate, Nominal hours, Total scheduled hours, Absence hours, Punched hours, Hours from today to the end of the period, Absence hours from today to the end of the period, Sum, Nominal hours difference

Scheduling

Shift staffing

General overview of the employee, their shift type and times, sections, and dates.

Badge number, Social security number, Family name, Given name, Shift type, Date, Shift, Section

Scheduling

Daily schedule

Details the shift type, employee name, shift start/end time, any scheduled breaks and which section the shift type is assigned to. You can extract the daily schedule report for up to one month at the same time. You can also sort the report on shift time. Employees can sign a printed version.

Shift type, Shift, Break 1, Break 2, Break 3, Break 4, Hours, Section, Comment, Signature

Scheduling

Schedule

Run this report if you want to have a print-out of the schedule. The schedule with shift type colors, can be filtered in many different ways.

Name, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, Total, Vacation paid, Total, Pref. average vacation not paid

Scheduling, Absence, Punches

Employee hours

Over a period (day, week, month), each person’s hours and total number of hours. Many filtering options by staff and shift.

Given name, Family name, Badge number, <selected dates>, Total hours

Scheduling, Absence, Punches and People

Schedule cost

Cost in number of hours per day, week, month. Number of hours per salary type. For example, total hours, UT, OT hours. Can include salary costs and forecast variables.  

First name, Last name, Badge number, Unsocial Time, Overtime, Totals <per date>, Sum, Total cost, Social cost, Leave compensation, Net cost.

Salary, Scheduling, Punches, Absence and People

Detailed schedule

Details the employee, their shift types, shift times, break time, unsocial time, overtime and extra time, and which sections and units they have worked for during a selected date range. This report will also outline the amount of time spent on tasks.

Date, Week <number>, Shift type, Shift, Break 1, Break 2, Break 3, Hours, Task UT-1, UT-2, UT-3, UT-4, OT-1, OT-2, Extra, Overtime 4, On call, Section, Comment, Unit

Scheduling, Absence, Punches and People

Monthly schedule

Outlines the staff scheduled shifts for a month and displays start/end time per day and totals.

Name, <dates>, total, pref

Scheduling and Absence

Time

Report

Description

Default columns

Access

Presence

Displays a summary of staff on duty and their shift times.

Date, In, Org punch in, Date, Out, Org punch out, Social security number, Name, Badge number

Scheduling and Punches

Time Tracker

Time Tracker transactions for employees during a selected period.

Given name, Family name, Badge number, Balance, Date, Total

Scheduling, Punches and People

Punched hours

Detailed report displaying punched hours per employee for a selected date range, shift types and times, and a breakdown of nominal vs. scheduled vs. absent hours. This report is useful for employees across shared units.

Date, Worked unit, Home unit, Home cost center, Badge number, First name, Family name, Shift type, Shift time, Punch time, Nominal, Scheduled, Diff+, Diff-, Punched, Absence, Scheduled hours diff, Diff nominal, Productive punched hours, Non-productive punched hours, Worked hours for monthly salary, Sickness, Vacation, Permission, Other, Scheduled total costs, Scheduled social costs, Scheduled leave comp., Scheduled net cost, Punched total cost, Reported absences total cost punch social cost, Punched leave comp, Punch net cost, Comp (Time Tracker transactions), Number of scheduled shifts

Scheduling, Punches, Absence, Salary and People

Time cost

Show cost in number of hours per day, week, month. Number of hours per salary type. For example, total hours, UT, OT hours. You can include staff costs and forecast variables.  

First name, Last name, Badge number, <selected date range>

Salary, Scheduling, Punches, Absence and People

Payroll

Display payroll by cost center. Shows agreements, employment level, and monthly and hourly salary information. Multiple sorting options.

Shift - cost center, Timepunch - cost center, Unit, Badge number, Section - employee, First name, Last time, Leave reason, Shift, Section-shift, Agreement, Employment type, Employment level, Hourly salary, Monthly Salary, Start date, Start time, End date, End time, Scheduled hours, Punched hours, Project - punch, Attested

Scheduling, Absence, and Punches

Salary details

Salary details, same as in Transfer to payroll.

Full name, Badge number, Social security number, Shift date, From, To, Salary type, Shift type, Name, Hours, Account, Cost Center, Project

Scheduling, Punches, Absence and People

Salary details per cost center

Salary details by cost center (not by employee). Total number of hours per salary type.

Cost Center, Project, Date, Salary type, Total

Scheduling, Punches, Absence and People

Summary per employee

Over a period (day, week, month), each person’s hours and total number of hours. Many filtering options by staff and shift.

Name, Badge number, Scheduled hours, Punched hours, Absence hours, Diff, UT hours, Additional time, Overtime, Flex hours

Scheduling, Punches, Absence and People

Staff

Report

Description

Default columns

Access

Absence

Period, reason, number of hours. No filtering.

Name, Reason, From, To, Salary based hours, Salary based salary, Other, total hours

Scheduling, Absence and Salary

Absence percentage

Percentage of absences over a specified period of time.

Period, Day, First name, Last name, Badge number, Employee section, Reports to, Date, Total absence hours, Instances, Nominal hours per week, Nominal hours for selected period, Absence %

Scheduling, Absence and People

Save reports filters

You can save your filters for the Salary details, Schedule cost, and Time cost reports.

Save filter

In the side panel for the above mentioned reports, you'll now see a "Save filter" button:

  • After you've made your filtering options in the different drop-downs, click the Save filter button.
  • A new pop-up will open where you can name your filter.
  • Click OK to save the filter.

The filter will now be saved and added at the top of the side panel. The next time you want to use your filter, just click on the name, and all the filtering options that you've saved in that filter will be set:

Delete filter

To delete a previously saved filter, just click on the trash can icon next to the filter name, and confirm that you want to delete that filter:

Clear filters

We've also added a clear filters option in the side panel. You can use this to clear all the drop-downs from their selected values if you want to start over with your selections:

Custom report

You can also create your own custom report.

Data field

Description

Read access on

Active time

Hours of active time in the selected period

Schedule

Address 1

Address 1 field from People details

People details

Address 2

Address 2 field from People details

People details

Age

Age from People details

People details

Agreement template

Agreement template used for the persons agreement

Agreement details

Auto man

Auto man checkbox in People details

People details

Availability

Availability from the persons agreement

Agreement details

Badge no

A persons badge number from badge number field in People details

People

Card no

A persons card number from card number field in People details

People details

City

City from People details

People details

Cost center

Cost center selected on the person in People detail

People details

Country

Country from People details

People details

Date of birth

Date of birth entered on the person in People detail

People details

District

District selected on the person in People details

People details

Email

Email from People details

People

Emp. level

Employment level set on the persons agreement

Agreement details

Employed

Status of employed checkbox from People details

People details

Employed by the hour

Shows if the persons agreement is set as employed by the hour

Agreement details

Employed since

Start date of the employment from People details

People details

Employee skills

Skills assigned to the person in People details

People details

Family name

Family name from People details

People

Gender

Gender selected on the person in People details

People details

Given name

Given name from People details

People

Hourly salary

Hourly salary set on the persons agreement

Salary

Inactive time

Hours of inactive time in the selected period

Schedule

Info

Info field from People details

People details

Leave date

Leave date set on the person in People details

People details

Mobile no

Mobile number from People details

People

Monthly salary

Monthly salary set on the persons agreement

Salary

Name as Family name, Given name

Family name and given name from People details

People

Name as Given name + Family name

Given name + family name from People details

People

Next Birthday

Date of the persons next birthday

People details

Next of kin

Next of kin information from People details

People details

Next of kin phone no

Phone number for next of kin in People details

People details

Nominal time

Nominal time from the persons agreement for the selected period

Agreement details

Passive

Shows status of the passive checkbox in People details

People details

Phone no

Phone number from People details

People

Rank

Rank set on the person in People details

People details

Roles

All roles that the person has or have had in the selected period

People

Reported absence

Reported absence hours in the selected period

Absence

Reports to

Selected manager in the reports to field in People details

People details

Scheduled hours

Amount of scheduled hours in the selected period

Schedule

Section

Section selected for the person in People details

People details

Send notifications by

Shows what option that is selected in the "send notifications by" field in People details

People details

Soc. security no

Social security number field from People details

People details

Staff category

Staff category selected on the person in People details

People details

Type of time reporting

Type of time reporting from the persons agreement

Agreement details

Weekly hours

Number of weekly hours from the persons agreement

Agreement details

Zip code

Zip code field from People details

People details

Unit

Home unit selected on the person in People details

People

Custom report filters

You can save your filter options in the custom report as a favorite filter for quick and easy access to the custom reports that you create the most.

Save a filter

In the side panel for the custom report, you'll now see a save filter button:

  • After you've made your filtering options in the different drop-downs, click the Save filter button.
  • A new pop-up will open where you can name your filter.
  • Click OK to save the filter.

The filter will now be saved and added at the top of the side panel. The next time you want to use your filter, just click on the name, and all the filtering options that you've saved in that filter will be set:

Delete a filter

To delete a previously saved filter, just click on the trash can icon next to the filter name and confirm that you want to delete that filter:

Clear filters

We've also added a clear filters option in the side panel. You can use this to clear all the drop-downs from their selected values if you want to start over with your selections:


How Did We Do?