Run ReportTo generate a report, go to Reports - Report Definitions, select the report and click .
Options when running the report:
Run report window opens:
The name of the report 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 report. Options:
Next, choose one of the saved configurations to generate the report.
Specific options:
For Holiday report you can choose the holiday period (previous year, current year, next year).
For Team absences report you have the possibility to group by person number or by absence. You can also display the deleted absences. For this you need to activate the option View deleted data from Settings - System - User interface.
For Employee report and all HR license reports you can also display employees by contract type.
For Bookings report you can select if you need all bookings to be displayed or only the first and the last.
Estimate calculation: if checked, the report 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 Day program definition for each employee.
Send email: if checked, the report will be sent by email to the person who ran the execution. The email will contain the report in html, csv and excel.
The report can be displayed by team or by employees. If you choose to generate it by 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.
In case you want to select only some employees, you can also choose the report 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 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 Reports Archive. It is generated in html, CSV and Excel formats.
The window opens when generating the report. All the reports are saved here with a unique ID number (see Report Archive for more details).
Display now will display the report in html in a new window directly. This is used for a quick view. The report will be also saved in Reports Archive and can be accessed anytime later.
Generate & save parameter will also save the execution (see Report Execution Definitions for more details). This way the execution can be done next time without setting everything from the beginning. The application will ask to save the execution definition.
Reports can be run also from Operations - Team Manager, but for this they must be configured first.
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