Reports

Reports

You can create several different kinds of reports in Time and Attendance that will provide you with information about your employees' work hours. To run a report, click Reports on the left menu.

Click the Select a Report drop-down arrow to see the available reports.

Note: This list may vary depending on your TAA setup and your user role.

Here are descriptions of the reports:

• Absence*: Provides information about absences entered for the specified employees over a selected date range.
• Approaching Overtime: Identifies which employees might be approaching overtime in the current week. This is often used to see which employees can be assigned an extra route without going into overtime.
• Attendance Events: Lists attendance policy infractions for the specified employees and the associated point values. (See Time and Attendance Software Module ›› Attendance Events for more information.)
• Audit Trail: Provides information about actions taken within the TAA database and which user(s) performed them.
• Clock In/Out Dwell*: Provides the time difference between clock events and yard departure/entry times.
• Daily Attendance: Lists the days of the week employees are absent. This can help identify patterns of absence.
• Employee Field Export: Exports a list of one or more employee fields from the database, including first, last, and middle names; employee ID; department; and employee type.
• Holiday: Lists the holidays entered into the system for a selected date range.
• Hours Summary: Provides a simple summary of the hours worked by employees for a selected date range.
• Hours Summary by Job Type: Provides a more detailed hours summary, indicating the job types that were worked as well as the number of hours.
• Hours Summary by Route ID: Provides a summary of time listed by route ID, including employee name, employee ID, job type, hours worked, mileage, and vehicle number.
• Mileage by Job Type: Lists the total mileage driven by individual vehicles over the specified date range, separated by job type and vehicle number.
• Mileage by Shift*: Lists the shifts worked by the selected employees over the specified date range, including mileage traveled by vehicle.
• Missed Punch: Identifies employees who have incomplete shifts due to missing a punch-in or punch-out during the selected dates.
• On Time: Shows the difference between the scheduled start time and actual clock-in time (or end time and clock-out time) for the specified employees.
• Overtime: Provides a list of employees who worked over the number of hours designated as a full work week (such as 40 hours) for the selected date range.
• Payroll Summary: Provides a generalized summary of work performed over the specified date range, listed alphabetically by employee last name and including employee ID, employee type, job type, total hours worked, total absence hours, and total holiday hours.
• Planned Vs. Actual Work: Compares employees' scheduled work to the actual work performed during the selected date range.
• Portal Audit: Provides information on the use of the TAA Portal for clock events, including the IP addresses where clock events occurred.
• Standard Time Card*: Provides a comprehensive breakout of time worked day by day for the specified employees, including clock-in and -out times, job types, total hours worked, and optional signature lines for the individual employee and supervisor.
• Time Card: Provides a generic time card of work performed day by day, including clock-in and -out times, job types, total hours worked, and signature lines.
• Time Sheet: Provides a formatted time sheet that allows up to four shifts per day per employee. This also has signature lines.
• Vehicle Use*: Reports which employees were clocked in on the specified vehicles during the selected date range and when.
• Who's Logged In: Lists the employees who are currently clocked in.

*Denotes a frequently used report.

Creating a Report

To run a report, follow these steps:

1. Click the Select a Report drop-down arrow and select the report you want to run.
2. In the Criteria area, choose the department(s) or specific employee(s) or select Check All for all the employees.
3. Click the Start Date and select the beginning of the time span to include in the report (for example, the beginning of the pay period).
4. Click the End Date and select the end of the time period.
5. Make the selections from the report's other options, such as specifying employee fields, job types, or properties.




Note: The default settings for these three options are all fields, job types, and properties.




6. Select the Output Type drop-down arrow and select either PDF or Excel.




Note: For most reports, you can select either type of output, but some allow for only one or the other.









Note: I selected Add Signature Section as well here, which is unchecked for the Standard Time Card report by default.




7. Click Submit.




• The report will be processed.




8. When the report is ready, select the Click Here to Download link.




• You will be given the option to open it directly or save it to your hard drive.









9. Click Open or Save.




Note: You can choose the drop-down arrow to the right of Save and select Save As to provide a name for the report and choose where to place the file on your hard drive.




• The report will open.

Viewing a Previously Created Report

To see a report you've run before, follow these steps:

1. Click the My Reports tab.




• All the recently run reports will appear, with the most recent report on top.









2. Click View at the far right in the row of the report you want to see again.




• You will be given the option to open it directly or save it to your hard drive.




3. Click Open to open the report.




• The report will appear.









Note: To remove a report from the database, click Delete in its row.