Using Summaries and Reports

Summary sheets represent departmental or company information. You can sort summary information by column headings, place data into Microsoft Excel or PDF Viewer, and drill down to a specific list of employees or individual employee.


Reports are flexible and can be changed to represent the data you want to see on the fly.


Using Summaries and Reports topics include:

Understanding Summaries
Title Type Description
Archives Describes how to use the time card archive.
YTD History: Employment History Viewing employment history in a list form.
YTD History: Calendar Viewing an entire year of exception and pay designation history in a table. Other important events can also be included.
YTD History: Details Viewing a list of recent important events about an employee.
YTD History: Recent Activity Viewing a calendar of the employee’s exception and pay designation history. Other important events can also be included.
Summary Sheets Describes summary sheets.
Location Hours Summary Sheet The location hours summary reports hours by pay designation for workgroup level 1, for example Location.
Department Hours Summary Sheet The department hours summary reports hours by pay designation for workgroup level 2, for example Department.
Shift Hours Summary Sheet The shift hours summary reports hours by pay designation for workgroup level 3, for example Shift.
Employee Hours Summary Sheet The employee hours summary displays total pay designation hours worked by each employee during the selected time period.
Employee Exceptions Summary Sheet The employee exceptions summary lists employees who have key exceptions during the selected time period.
Terminated Employee List Accesses each terminated employee’s records in the Terminates summary sheet, including last name, first name, ID, badge, workgroup levels, terminated date, and employment duration.
Addresses List Views each employee’s identification number, phone number, addresses, including city, state/province, zip/postal code.
Viewing Worked Hours Summary Sheet The Hours History menu item provides a summary view with both employee count data and the data for assisting PPACA compliance requirement.
Viewing Employee Information In or Not In My Crew A summary sheet can be created to access the employee information in my crew or not in my crew.


Using Custom Report Writer
Title Type Description
Creating a New Report Describes creating a new report.
Using Report Operations Describes using report commands to easily manage report creation.
Creating an Employee List Report Describes creating a new report based on the employee list structure.
Understanding Attendance Section Describes creating a employee list report using Attendance Section.
Creating a Workgroup Summary Report Describes creating a new report based on the workgroup summary structure.
Creating a Work Schedule Report Describes creating a new report based on the work schedule structure.
Creating a Log Details Report Describes creating a new report based on the log details structure.
Creating a Reference List Report Describes creating a new report based on the reference list structure.
Copying a Report Describes copying a report for yourself or from one user to another user.
Deleting a Report Describes deleting a report.
Understanding Report Fields for Creating a Work Schedules Report Describes report fields for creating a Work Schedule Report.
Understanding Report Fields for Creating a Workgroup Summary Report Describes report fields for creating a Workgroup Summary Report.
Understanding Report Fields for Creating an Employee List Report Describes report fields for creating an Employee List Report.


Printing Reports
Title Type Description
Understanding System Reports General overview on system reports.
Running a Report Describes how to generate a report.
Configuring Report Fields Describes how to configure report fields, such as change the time period displayed and so on.
Configuring Custom Report Describes how payroll managers create a custom report that includes the type of information interested in.
Configuring Custom Report Describes how supervisors crate a custom report that includes the type of information interested in.
Creating Default Private Reports Describes how to create a default private reports.
Creating Default Shared Reports Describes how payroll managers create a default shared report.
Customizing Shared Reports Describes how payroll managers customize a shared report.
Managing a Single User's Reports How payroll managers manage a single user's reports.
Removing a Shared Report How payroll managers remove a shared report.
Understanding Shared Reports Helps payroll managers to understand a shared report.
Removing a Report Describes how to remove a report.
Current Period Reports These reports describe information about employee time card, schedules, and exception for the current period.
Previous Period Reports These reports describe information about employee time card, schedules, and exception for the previous period.
Employee History Reports These reports show all exceptions incurred by employees during the specified date range.
Employee Lists Reports These reports list employee basic information such as name, ID, badge number, workgroup, date of hire.
System Reports These reports describes system setup information, such as clock groups.
Schedules Reports These reports describes employee schedules for the specific date range.
Understanding My Reports General overview on My Reports.
Attendance Report Attendance reports display information about the employee time card, schedules, and exceptions.
Employee List Report Employee lists are used to review basic information about the employee such as Name, ID Number, Badge, and Pay Class.
Schedules Report Schedules reports are used to review employee schedules for the specific date range..
History Report History reports show employee work history during the specified date range.
Creating a Biometric Templates Report Describes creating a biometric templates report to know employee biometric template information if finger readers or hand readers are used to collect employee attendance information.
Creating a Daily Distributed Schedule and Work Activity Describes creating a daily distributed schedule and work activity report to know employee schedules and worked hours distributed by pay designations among workgroups with summary information.
Creating A Report To View Time Card Triggers Time card triggers can be displayed on the time card data section in a report, for example, Time Card Report.
Creating ESS Auxiliary Captured Data Report Auxiliary captured data in ESS 2 can be presented in a report.
Creating Notification Recipient Report The Notification Recipient report is used to quickly identify the users that receive notifications initiated from employees using the specific rules, for example, leave request rule, missing punch notification rule, and so on.


Exporting Reports to Excel
Title Type Description
Enabling or Disabling Export Reports to Excel How to enable the feature to export Reports to Excel.
Exporting a Report to Excel How to export a report to Excel.
Understanding Differences Between PDF Reports and Excel Reports Compares differences between PDF reports and Excel Reports
Understanding Issues with Exporting Reports to Excel Describes issues with exporting reports to Excel


Viewing Other Records
Title Type Description
Billing History Accesses client billing details, such as the billing date, the beginning of the billing period, the end of the billing period, and the bill amount for this billing period.
Logs Tracks calculations and processes that occur in the system. They are used to help for troubleshooting.