Our reports are highly customizable. You can choose:
- which columns to display, their order and width
- format of columns, such as date format, time format, total hours format, and employee name format
- filter by date, worker, groups of workers (department, org unit, pay class, etc), or by tag (e.g., rejected, not rejected, overridden punches, etc.)
- group data (by row, or by column to make a pivot table)
To start customizing your report, open your report of choice in left menu of the Console, as follows:
Once you've selected your report, you'll see the report's top panel, as follows:
You can set your Date Range using a Preset (e.g., Last Pay Period), or enter a custom range.
For additional customization options, click the "Customize" button. A drawer panel will pop out of the right side of the screen, as follows:
You'll be able to set filters, groupings, columns, and other options.
When you're ready, click "Run Report.
At this point, you can Print, or Export your report to CSV, Excel, or PDF. Just click the Export button at the top.
If you choose Print or PDF, you'll be able to customize your Print or PDF preferences:
For more information on how to create crazy wildly customizable reports or export files, see our help article on Integration Templates:
Finally, after you've customized the report to exactly your liking, you can "memorize" your report settings by clicking on the "Memorize" button at the bottom of the Customize panel on the right. You can choose to keep the memorized report for yourself, or share it with other administrators in your organization.You'll give the memorized report a name.
Then, you can access all your memorized reports from the left menu under the Report subsection. The Memorized reports will be listed, as follows:
To run the memorized report, simply click on the title.
If you memorized a report with a preset date range such as "Today", "Last Pay Period", etc., then the date range will automatically update each time you run the memorized report based on current date.
You can also optionally schedule a memorized report to be emailed to you on a recurring basis. Simply click on the Schedule link next to the memorized report listing, choose which export attachment files you want to receive, and set up your preferred schedule. You might want to have the report emailed to you daily at a certain time, or on certain days of the week, biweekly, semimonthly, etc., or perhaps at the end of each pay period. You can also add additional recipient email addresses if you wish.
If you choose PDF or Print to PDF export, you'll be able to customize your PDF and/or Print preferences:
You can also set certain formats for displaying information, such as date format. These formats are global to your entire account for all administrators, and apply to the entire Admin Console.
To edit these formats, go to Settings => Organization => Formats, as follows: