Reports

Run reports

Run reports

The report function serves to obtain overviews and summary information.

Within the record templates you can create your own report set-up according to specific needs and requirements.

Employees and groups

You can choose one or more employees, or employee groups.

Period

Choose one of prepared period or choose custom period.

Days

You can specify days of week or report only work or free days.

Accounts

Choose accounts to report or report all.

Violations

Choose violations to report or report all (only for reports where violations are included).

Choose template

From the report templates to select satisfactory survey, which will be used to display the selected data. This filter can be saved for its reuse.

Show preview

Upon clicking on this button, you see the preview on the monitor, you thus need not download or print anything.

Print/export

This column makes it possible to export a document in its *.pdf format, which you may subsequently print.

Send via e-mail

A configured report will be sent to your e-mail address.

Other options

In the Other options you have the possibility to view one record per page, repeat the header on all pages, use time format hh:mm or hh:hh, further display deleted records or all account changes in minutes.

Save report parameters

In the event that you want to save your own report parameter, select this option.

Stored parameters

Here, you can see the parameters you have saved. Upon selecting them, you jump to the Run report menu with the selected parameters.

Choose from report templates suitable template, which will be use to display your information. The chosen parameters can be saved.

Report scheduler

Here you can schedule records that should be automatically sent to the addressees or displayed on the dashboard for a certain period of time.

Report templates

Here you can create or import a new template.

Create new template

Here you can create a new template. Click on the “New template” icon. There are several options:

• Template name - the name of the template.
• Page configuration - the the information will be displayed according to which key. If you want to create a template for individual employees, select “Group by employees”; if you want to group by months, select “Group by months”.

The report's number of pages corresponds to the number of selected motives. (If number of employees was selected, the number of pages will correspond to the number of employees, If number of months was selected, then the number of pages will correspond to the number of months.)

• Editing language - select the language in which you want to send the report. Czech, English, German and Swiss are available at the moment.
• Paper size - here you can choose from A4, A3 or dashboard widget, which is displayed on the main page - dashboard.
• Page orientation - you can select either portrait or landscape.
• Additional filter - here you can select whether you want to display only records with unresolved infractions.
• Margins - you can select either automatic or customized margins here.

Common options

Here you can set up the following parameters:

• Width - this box contains the width of the specified parameter in relation to the others. E.g., the date needs less space than a summary.
• Shift up/down - you can shift individual columns up or down without having to delete and create them again.
• Caption type - here you can select an automated caption, or you can create your own by selecting “Own”.
• Horizontal/vertical alignment - using this function you can align the data in the table to the specified side.
• Font size / thickness - here you can select the font size / thickness.
• Text / background colour - here you can select the text and background colour.
• Here you can select automatic / customized text borders.

If an index box is displayed, it means a link to the account number. The account number can be found in --> Time account, absence account, public holiday account, and here you can find the specific account number.

Now you can start specifying your own report template.

Header

A header can be created and modified in this sub-category. The header includes lines, each containing a column. The lines and columns create a table, which is displayed in the upper part of each page on the screen.

There are several options here, too.

• Inner indent - allows an indent in mm from each side to be set.

Automatic - the system sets the dimensions automatically. Customized - you can select the dimensions.

• Height - allows the column height to be modified.

Automatic - the system selects the optimum height automatically. Fixed height - here you can define a specific height.

• Add column - this icon allows you to add columns that influence the header data. You can select from over 100 options:

Variables - interval, general, report, year, group of employees, customer, employee, record.

• Add line - this icon allows you to add a new line that can be split into columns.

Table

In this sub-category, you can select the data to be shown in the created report. Here you can select grouping by lines or columns, grouping of subtotals (e.g., weekly, by group of employees, etc.), and you can also edit the height and inner indent here. You can also select “Hide the sum line” and “Do not trim the text”. Similar to the header, the variables are also divided into groups such as Interval, General, Report, Year, Group of employees, Customer, Employee and Record. Here again you can use various additional choices such as text colour, highlights, indents, etc.

Footer

Similar to the header option but the information is displayed in the screen footer. The options are the same.

Sums

This option allows total sums to be displayed. Select the sum of interest and the system will calculate and display it.

Example

In the new report, you want the information to be displayed as follows: Page configuration by employees; Editing language is Czech; Paper size is A4; Page orientation portrait; No additional filter; Automatic margins. File:Sablony reportu hlava.png

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• Header: Employee name and surname; record number; optional caption with name “Report listing”.

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• Table - setting: Grouping lines by day; grouping columns unspecified; grouping sub-totals weekly; height automatic; inner indent automatic; line with sum not hidden; text untrimmed.
• Table - data: Day; account change; time worked; balance.

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• Footer: Caption - “Customized bottom caption”.

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• Sum: none.

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Final state

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