Reports Walkthrough

Reports are used to turn information such as your employee list, time cards, etc. into pre-formatted reports to print out or save into a digital format for easy review and distribution.

Reports can be accessed by clicking Reports from the menu bar.

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Understanding The Reports Page

Menu Overview

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  1. Reports List - List of available reports divided by the main subject and how the information is broken down.
  2. Description - Short description of the selected report.
  3. Favorite - Favoriting a report pins the report to the top of the list into the favorites section.
  4. Report Options - Options available for reports that allow you to specify the date range, what information to display, and filtering out certain information.
  5. View Report - Used to generate a report based on the date range and report options specified.

Report Options

Date Range

The date range specifies the time period that should be shown. This can be set to preset date ranges or can be custom.

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Formatting

Formatting is used to format information for ease of viewing or including additional items such as a company name/logo. An important option available is to show total time in hours & minutes or decimals. For more information regarding time formats, please refer to the following article: Hours & Minutes and Decimal Time

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Report Specific Options

Each report allows certain options to display information in a certain way or include additional information. The example below is a list of report specific options for the Employee Time Card report.

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Filters

Filters are used to focus on selected information such as certain employee, locations and/or cost codes. This can help you take advantage of reports in creative ways such as using an Employee Touch Detail report that shows a detailed break down of an employees time card, but using location filters to focus on a small handful of locations. codes.

For more information about filters and how to use them, please refer to the following article: Report Filters

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Viewing A Report

Once your report options have been set, click View Report at the bottom of the page.

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Your report will be generated on another tab/window where you have a series of options in the top left.

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  1. Search
  2. Print the currently viewed report.
  3. Report Page Navigation.
  4. Save the current report into the selected file type.
  5. Selected file type for saving the report: XLSX, XLS, PDF, and CSV.

New Report Controls

We will soon be rolling out improved report controls for when you are viewing reports.

You can still page through, print, save digital copies, and search through your reports, but now you can also view multiple pages at once, zoom in/out, and quickly print the current page that you are viewing.

The new report controls will present as:

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  1. Page navigator
  2. View multiple or single pages
  3. Zoom in/out
  4. Print your report, print the currently viewed page, and save a PDF, XLS, XLSX or CSV copy.
  5. Search your report

You will see the new controls in the following reports:

  • Time Modifications by Affected Employee
  • Time Modification by Editor
  • Employee Approaching Overtime This Week
  • Employee Basic
  • ExakTime Mobile Forms
  • Employee Estimated Payroll
  • Employee GPS Touch Details
  • Employee Time Card by Week
  • Employee Touch Details
  • Employee Touches Outside the GPS GeoFence
  • Field Notes List
  • Location Certified Job Worksheet

Possible Messages when Viewing a Report

Sorry, there's nothing to display for the report you requested.

The message "Sorry, there's nothing to display for the report you requested" is a common message that can be caused when viewing a report that has no relevant information for the date range selected or by having filters enabled with nothing selected.

The easiest way to confirm what is going on is to first review the employees time card from the Time Card Details page. If there is no time on the employees time cards, then you will want to focus more on why you have not received your employee's records yet.

If you do see that there is time for an employee on their time card and the issue not displaying any information, then you will want to focus on your filters. The filters may be restrictive enough to not let your report display the relevant information.

In the example below, we have selected to filter out anything not selected, but we have not selected anything. You would either select something to filter to, set the report to include All information, or clear all of your filters.

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Sorry, there was a problem running the report. Please adjust your report options to include a smaller dataset.

The message "Sorry, there was a problem running the report. Please adjust your report options to include a smaller dataset." can appear when you try to view a report that includes a large volume of data. In the event of this, we would recommend adjusting your filters/date ranges for a smaller volume of data (e.g. instead of running a report for 4 continuous years, try two reports going over 2 year chunks.)

Commonly Used Reports

We have a variety of reports that can fit many needs, but here are a couple of our most used reports. To find a report that best fits your needs, you can click on any report to see a short description of what the report will show you.

Executive Summary Report

Displays all of your employees overall hours in relation to each other from the specified date range. This can make it easier to understand how the hours are distributed among your employees.

The available Report Specific Options for this report are:

  • Employees can be sorted by Name or ID.
  • Hours can be grouped up by the day, week, month, quarter, or year.
  • Overtime hours can be shown separate from overall hours.
  • The report can be fitted to be 1 page wide to try to condense the information.

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Employee Time Card

Displays all the hours for an employee separated based on their location and cost code. This will allow you to more accurately see what they are doing and for how long.

The available Report Specific Options for this report are:

  • Employees can be sorted by Name or ID.
  • Group Employees by category.
  • Show each employee on their own separate page for easy printing and distribution.
  • Include a signature line with text that you can adjust.

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Employee Touch Detail

Displays all your employees time similar to the time card detail for review.

The available Report Specific Options for this report are:

  • Sort information by name or ID number.
  • Names and IDs can be separated by a new line, double space, hypen or colon.
  • Include a signature line with text that you can adjust.
  • Show overtime hours separate from regular hours.
  • Show incomplete records.
  • Group information by category.
  • Show more detailed information for touch details (e.g. if a record was entered manually, adjusted, came from the field, etc.).
  • Show comments for associated to time records.
  • Show each employee on a separate page.

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