To generate an export, go to Reports - Export Definitions, select the export and click .
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If you already have saved executions, the command will open a list with those. Click to create a new execution.
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Options when running the export:
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Generate: The export will be saved in Export Archive (see Export Archive for more details).
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Generate & save parameters: This will save the entire execution. You will be able to select the execution next time without setting the parameters all over again (see Execution Definitions for more details).
The Run export window opens:
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Run export window in Exports Definitions in Astrow Web
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The name of the export execution is set by default, but you can rename it. Please note that this refers to the execution.
Next, select the period to generate the export. Options:
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Current month: The current month, depending on the day of execution;
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Previous month: The previous month, depending on the day of execution;
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Current week: The current week, depending on the day of execution;
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Previous week: The previous week, depending on the day of execution;
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Today: The current day, depending on the day of execution;
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Yesterday: The day before the day of execution;
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Custom: Fixed interval, does not depend on the day of execution;
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Interval: Custom interval, depends on the day of execution;
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On pay period: Takes the interval from the pay group of each employee when displaying the export.
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Please note that the export cannot be generated for a future period for counters and anomalies! For Counters and Daily Counters export, there is the option Estimate calculation; when it is checked, you can have in the export estimated values from a future period.
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Next, choose one of the saved configurations to generate the export.
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Selecting a configuration to generate the export in the Run export window in Exports Definitions in Astrow Web
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For Projects reports, data can be grouped by various fields (factors) that can be multiply selected, depending on the export:
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Grouping field for export in the Run export window in Exports Definitions in Astrow Web
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Estimate calculation: If checked, the export will estimate the calculations for the rest of the period selected from the current day. This takes in consideration the Standard start/end settings in the Day program definition for each employee.
Export even though calculations are not up to date: If checked, the export will be run even if calculations are not updated.
Send email: If checked, the export will be sent by email to the person who ran the execution. The email will contain the export in csv and excel.
The report can be displayed by team or by employees. If you choose to generate it by the team, you can choose the type of groups you want to display.
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Selecting the type of groups to generate the export in the Run export window in Exports Definitions in Astrow Web
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By default, the reports will be generated only for groups type System group.
Select the teams for which you want to generate the report and click one of the options available.
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Selecting the employees' groups in the Run export window in Exports Definitions in Astrow Web
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If you want to select only some employees, you can also choose the export to be displayed by employees.
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Selecting the group in the Run report window in Reports Definitions of Astrow Web
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You can manually select employees or add a new filter. Use the button to create a custom filter of employees if none is defined. Click to add a filter and to clear the existing filter.
Use the button to create a set of conditions to apply to your filter and the button to delete conditions from a filter.
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Employees custom filter in Astrow Web
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Use the button to apply the selection without saving it or you can apply and save the filter by choosing the button :
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Saving an employees custom filter in Astrow Web
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Click to cancel the filter.
You can switch between filters, add, edit or delete filters from the dropdown command list.
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Employees custom filter dropdown command list in Astrow Web
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Next, select the items to be included in your report. Depending on the report chosen, it can refer to counters, anomalies, holidays or absences.
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Selecting the report variables in the Run report window in Reports Definitions of Astrow Web
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Generate will store the report in Exports Archive. It is generated in CSV.
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Saved export in Exports Archive in Astrow Web
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The window Exports Archive opens when generating the report. All the exports are saved here with a unique ID number.