Client Account Tasks
 
 

Client List

Reports

Reporting capabilities are vast and flexible.  Each of the many reporting options is designed to summarize certain groupings of information, and is subject to customization settings in order to generate a pertinent report. 

Useful Tip: Running each report will involve completing a specifications questionnaire, which will determine the presentation and information included in the report

 
Step 1

To access the list of available reports, select the Reports   link from the Main Menu  (see illustrations below)

Step 2 Once a report is selected, as for the Summary Report  below, each will display a specifications frame permitting assorted customization settings to effectively organize the desired information.  For each of the selected reports, the setup will operate in the same manner (see illustration below).   
 

Step 3

Click the Run Report  button and it will be displayed momentarily.

Each report has an essential grouping of information and is subject to alterations.  To determine which report best suits your reporting needs, evaluate illustration 1.4 provided below; a spread sheet displaying the explicit reporting options. 

   
 

 

Step 4

Reports: The following list summarizes each of the assorted reports.

A pay period Summary Report  offers total hours, per employee wages, and prompt breakdown.   

A pay period Detailed Report  offers punch-in and out times (rounded or un-rounded) and hourly totals by category, prompts or department.     

The Single Day Report  gives in and out times, pay categories, prompts and wage information for a specific work day.

The Daily Auto E-mail Report  lists hour totals, times in and out by employee, total hours to day,  to week and in pay period.   To sign-up for a free e-mail subscription, follow steps 4-7.

Labor Code Reporting filters by labor code, employee, individual department, location or lists an employee’s in and out times with weekly totals by department.