Run ExportTo generate an export, go to Reports - Export Definitions, select the export and click .
Options when running the export:
The Run export window opens:
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:
Next, choose one of the saved configurations to generate the export.
For Projects reports, data can be grouped by various fields (factors) that can be multiply selected, depending on the export:
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.
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.
If you want to select only some employees, you can also choose the export to be displayed by employees.
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.
Use the button to apply the selection without saving it or you can apply and save the filter by choosing the button :
Click to cancel the filter.
You can switch between filters, add, edit or delete filters from the dropdown command list.
Next, select the items to be included in your report. Depending on the report chosen, it can refer to counters, anomalies, holidays or absences.
Generate will store the report in Exports Archive. It is generated in CSV.
The window Exports Archive opens when generating the report. All the exports are saved here with a unique ID number.
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