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| TimeWorksPlus Custom Reports | ||||||
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| Custom Reports is a feature that you can toggle on and off for your client. You can either enable them to view the reports and you as the reseller create custom reports for them to access, or even give them access to create their own reports. To do this, do the following: 1. Go to the Accountant Menu 2. Click on Client Configuration 3. Go to the Misc Settings tab 4. Go to the Custom Reports Access section and enable "Custom Report" Access or both options. This will then create two links in the Reports Menu called Custom Reports and Manage Custom Reports The “Manage Custom Reports” feature gives those with client level logins the ability to write their own custom reports. As the creator of the report you will have the ability to modify or delete the reports you created. Permissions can be given to allow supervisor level logins the ability to view specific reports, based on their permissions. Step1. To access the “Manage Custom Reports” feature go to the “Reports Menu” and click on the link. (See illustration 1.1). Note: If you do not see the “Manage Custom Reports” link, contact your timekeeping provider to request this tool. Step 2. Click on “Modify” or “Delete” to make changes to a report. The “View” option will only allow you to view the report settings when you are not the “Owner” or creator of the report. Step 3. To create a “Custom Report” click on the “Add New Report” button. Step 4. Enter the “Report Name” and “Report Description” to easily identify the report in the “Custom Reports” list. (See illustration 1.2). Step 5. Select which fields from the “Employee Setup” page to include on the report. Step 6. Choose the data to include from the employee time cards which may include “Clock Prompts” collected when the employee punches IN/OUT. Step 7. Organize the selected columns by clicking and dragging the column in the order that works best for you. Step 8. Additional filtering is available for those fields with drop down menus. For example, click on “Category” to select a specific category, such as bonus, vacation pay, etc. Step 9. Select the Supervisor box to allow supervisors to access and view this report. Supervisors will only be able to view employees based on the employee visibility permissions they have been given. Step 10. Click “Save.” You will then be redirected to “Custom Reports” where you will be able to access the reports created through “Manage Custom Reports.” (See illustration 1.2). Custom Reports will help you get the data you need from your timekeeping system. Through the custom reports section you will be able to choose a date, the employees to include, and select any of the reports listed in the report section. Since the reports are basically a template of selected settings, the reports can be run again and again with different dates and employees. Follow the steps below. Starting from the home page, click “Reports Menu” and select the “Custom Reports” link. Note: If the “Custom Reports” link is not available, contact your timekeeping provider to request this tool. Step 1. Select a pay period from the drop down or enter a specific date range. Step 2. Decide which employees to include in the report. Step 3. Click on the report name to view the report. Step 4. To print the report, click on the printer icon; located at the top right of the screen, or download the report as a CSV or PDF file. The report also allows the following functionality: • Columns may be moved around by clicking on the column header and dragging it to the desired location. • Columns may be sorted by clicking the column header. • Columns may be resized by hovering between the columns until the double ended arrow appears. • Column headers may be used to group the columns by clicking the header name and dragging it directly above the header bar. • Additional options such as filtering may be selected by right clicking on a column header. | |
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