Reports

    The Punch Report allows you to see punch data for all employees across all your clients. The Punch Report allows you to easily see when and how your employees have punched, and includes details specific to employee punches such as punch date, time, method, and more. Use the date range picker to view the report by a specific date range. To run the Punch Report follow these steps:

    1. Log in to your master console, and locate the Reports tab from the side navigation bar.

    2. Click Punch Report.

    3. By default the report shows all punch data for the current day.

    4. The following data are available (fields denoted by * can be sorted):
      • First Name*
      • Last Name *
      • Date* (of the punch) 
      • Client Name*
      • Department Name*
      • Punch Type*
      • In/Out Times
      • Punch Method (located below in/out times)
      • Total Hours (for the punch)

    5. Data can be exported as a CSV by clicking the export button located on the top right corner of the report.



    6. Use the date range picker to find punches by date.

      

    Customizing Your Report

    1. To customize your report, click the Customize Report button located at the top right corner.

    2. You can customize the Minute Format  of your report. This is will change how the minute shows for total hours. By default, minute format is standard.

    3. You can filter your report by Punch Method. By default, all punch methods are selected.
      • Time Clock: All punches generated from a time clock.
      • Web: All punches generated from a browser.
      • Smartphone: All punches from a smartphone.
      • Manual: All punches manually entered into a time card.

    4. You can filter your report by Punch Type. By default, all punch types are selected.
      • In/Out
      • Break
      • Lunch
      • Missing

    5. You can filter your report by Employees. You can view the punch report for all  employees or select specific employees. By default, all employees are selected.

    6. You can filter your reports by Clients/Departments. You can view punch reports for all clients and departments, or select specific client or select specific departments. By default, all clients/departments are selected.

    7. After you have customized the report to your needs, click Apply to view the report.

    8. Clicking Reset Filters, will revert all the filters to defaults.

    Clicking Cancel, will take you back to the report and any customization you made will be lost.

    The Total Hours Report allows you to see total hours worked by pay code for all your clients. You can also view hours worked by employees or departments for each client. Use the date range picker to see hours worked by your clients across a date range. You can also customize your report to filter for specific clients, employees, or departments to see data relevant to you. To run the Total Hours Report follow these steps:

    Total Hours by Client

    1. Locate the Reports tab from the side navigation menu, and click Total Hours Report.
       
    2. The Total Hours Report will run and default to the previous and current day.

    3. The report data includes:
      • Client Name
      • Total Hours by Pay Code
      • Total Hours per Client
      • Total Number of Clients
      • Grand Total of Hours Worked (across all client accounts)

    4. Data can be exported as a CSV by clicking the Download icon located on the top right corner of the report.

    5. Use the date range picker to view the report by a specific date range. Click 'Quick Selection' ranges, or choose a start and end date in the calendar tool.


    6. Click Customize Report to filter your report:
      • You can change the Minute Format which will change the way hours are displayed. By default, it it set to standard.
      • You can filter by Clients. By default, it is set to all clients but you can choose to see total hours for specific clients.
      • Click Apply to filter the data.
      • Click Reset Filters to change the filters back to default.
      • Click Cancel to discard any changes.



    7. To view total hours worked by employee or department per client, click View Report.

    8. The following data is available for both employees and departments:
      • Employee/Department Name
      • Total Hours by Pay Codes
      • Total Hours per Employee/Department
      • Total Employee/Department Count
      • Grand Total of Hours Worked (across all employees or departments)

    9. By default, you will see total hours worked by employee for the selected client.
      • You can expand the employee to see total hours worked broken down by the departments they employee worked in.

    10. Data can be exported as a CSV by clicking the Download icon located on the top right corner of the report.



    11. To view total hours worked by department, click the department tab in the header right above employee names.
      • You can expand the department to see total hours worked broken down by the employees that worked in that department.

    12. Click Customize Report to filter you data:
      • You can change the Minute Format which will change the way hours are displayed. By default, it it set to standard.
      • You can filter by Employees. By default, it is set to all employees but you can choose to see total hours for specific employees.
      • You can filter by Departments. By default, it is set to all departments but you can choose to see total hours for specific departments.
      • Click Apply to filter the data.
      • Click Reset Filters to change the filters back to default.
      • Click Cancel to discard any changes.



    13. To go back to view total hours by clients, click the X button located on the top left corner of the report.