Reports

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Contents 1 Introduction to Journal Reports 2 Report Options 3 Running a Report 4 Saving a Report

Introduction to Journal Reports

Journal Reports enable you to list data either for printing or for exporting to other programs via an Excel compatible file format. Although this module doesn't claim to solve all your reporting needs it does have a good facility for customisation, and allows you to save regularly run reports so they can be quickly run again in the same format.

Some examples of journal reports that can be produced here are:

• All sick days last year and the reason for them.
• Leave planned for next month
• List of those who worked on Saturdays this year.
• Who worked Jobs or Locations other than their normal one.
• Overtime hours worked in the last month.
• List of those who didn't turn up for work (no-shows).
• A full listing of work done by a specific member of staff.

Report Options

The only essential field is to select a date range. You can either use the dropdown which contains dynamic dates (i.e. ranges relative to the current day), or can type in a start and end day.

All other fields are optional. Let's run through them:

Day of Week

Use this if you only want details for a particular day.

Order

Usually people want this in order of date (and if you leave it blank that's what you'll get), but you may want a listing by staff surname or any other of the criteria offered. The 2nd order will sort within the first order. e.g. if date is the first order, and name is the second then the names will be sort alphabetically in each successive day.

Day Types

By default these are all checked, but you'll usually want to uncheck some of these to exclude them from the list.

Job Title/Location/Shift Name

You can filter the worked shifts by any combination of these fields.

All - Default - Other

Use Other if you want to list staff who have worked in jobs or locations other than their current default.

Use Default if you want to only list staff when they worked at their default location.

Hours - Normal - Premium

You can use this to list overtime shifts worked (i.e. those with premium hours)

Columns

If this is set at default you'll get a small selection of system defined headings in your report. To utilise other data columns you can define (and save) them in Report Columns.

Running a Report

Once you have defined your options you can run the report.

View Journal Report

This will pop up a window with a printable report.

Create File

This will create a file on the server. After clicking the button you will see a hyperlink relating to a file just created on the webserver. Select or right-click to download.

If you want the first row of the Excel file to be the column names, click the 'include column headers' box.

Saving a Report

To save a report so that it can be run again later, just make a descriptive name for it, and click save.

You can save a variation of a report simply by altering the name shown in the box before saving.

To delete a report, just click the delete button and the report of that name will be deleted from your reports list.

Running a Saved Report

Once you save a report, it will be added (alphabetically) to those already in the Report Name dropdown.

Dynamic Dates

An example: If you save a report with a date such as 'Last Week', whenever that report is run the dates will always be last week in relation to the date the report is being run on.