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Knowledge Base.

Reports.

Absence. The Absence report extracts all absences for all users within the given report criteria. By default the report will run for the last month, though the start and end dates can be changed as required to cover a period of up to 12 months. The report can be generated for all locations, teams, absence types and status, or any combination of these details by adding filtering to the report generation criteria.

Absence Adjustments. The Absence Adjustment report extracts the absence adjustments for all users by absence period. By default the report will run for the current year. The report can be generated for all locations, teams, and absence types, or any combination of these details by adding filtering to the report generation criteria.

Absence Balances. The Absence Balances report extracts the allocation, usage and remaining balances for each user across all absence types. By default the report will run for the current year, with the option to run for the past or next year too. The Balances report can be filtered by locations and teams as required.

Assets. The Assets report extracts all company assets, showing current and deprecation values, as well as ownership, manufacturer and vendor. The report can be filtered by owners, locations, categories, manufacturers and vendors. Assets for archived categories are included in the report results.

Certifications. The Certifications report extracts an overview of all user certifications. The report can be run to highlight certifications that are about to expire, and can be filtered by locations, teams and status. Certification details for archived certification categories are included in the report results.

Company Document Signatures. The Company Document Signatures report extracts the details of company documents that have been requested to be signed, by whom, as well as the signed status. By default the report will run for signature requests made in the last month, across all locations, teams, and signature status. Filtering by locations or teams, returns results matched against the signatory name.

Expenses. The Expenses report extracts an overview of all expense claims within the given report criteria. By default the report will run for the last month, across all locations, teams and status. The Expenses report can be filtered by locations, teams and status for a date range of up to 12 months. Expenses booked against archived expense categories are included in the report results.

Expense Claim Items. The Expense Claim Items report extracts all expense claim items within the given report criteria. By default the report will run for the last month, across all users, types, categories and status. The Expense Claim Item report can be filtered by users, expense types, categories or status for a date range of up to 12 months. Expense claim items booked against archived expense categories are included in the report results.

Payroll. The Payroll report extracts the payroll details, including salary and banking details. The Payroll report can be filtered by location and teams.

User Document Signatures. The User Document Signatures report extracts details of user documents that have been requested to be signed, by whom, as well as the signed status. By default the report will run for signature requests made in the last month, across all locations, teams, and signature status. Filtering by locations or teams, returns results matched against the signatory name.

Users. The Users report extracts details relating to the user, including contact information, login details and last login time. By default the report will run for users at any user status, and can be filtered by location, teams and user status.

To generate the Absence report with the default criteria:

  1. From the Reports tab, select the Absence card, and click Generate Report.

To filter the Absence report:

  1. Select a start and end date, covering up to 12 months of absences.
  2. To restrict results by location, teams, absence types and status, select locations, teams, absence types and status from the filter dropdowns.
  3. Click Generate Report.

To generate the Absence Adjustments report with the default criteria:

  1. From the Reports tab, select the Absence Adjustments card, and click Generate Report.

To filter the Absence Adjustments report:

  1. Select an absence period covering the current, last or upcoming year.
  2. To restrict results by locations, teams and absence types, select locations, teams, and absence types from the filter dropdowns.
  3. Click Generate Report.

To generate the Absence Balances report with the default criteria:

  1. From the Reports tab, select the Absence Balances card, and click Generate Report.

To filter the Absence Balances report:

  1. Select a year to return the balances for.
  2. To restrict results by location or teams, select locations or teams from the filter dropdowns.
  3. Click Generate Report.

To generate the Assets report with the default criteria:

  1. From the Reports tab, select the Assets card, and click Generate Report.

To filter the Assets report:

  1. To restrict results by owners, locations, categories, manufacturers or vendors, select owners, locations, categories, manufacturers or vendors from the filter dropdowns.
  2. Click Generate Report.

To generate the Certifications report with the default criteria:

  1. From the Reports tab, select the Certifications card, and click Generate Report.

To filter the Certifications report:

  1. To restrict results by certifications due to expire, enter an Expires Before date and click Generate Report.
  2. To restrict results by location, teams, and status, select locations, teams, and status from the filter dropdowns.

To generate the Company Document Signatures report with the default criteria:

  1. From the Reports tab, select the Company Document Signatures card, and click Generate Report.

To filter the Company Document Signatures report:

  1. Select a start and end date, covering up to 12 months of signature requests.
  2. To restrict results by the locations or teams of the signatory name, select locations or teams from the filter dropdowns.
  3. To restrict results by signed or not signed documents, use the signature status filter.
  4. Click Generate Report.

To generate the Expenses report with the default criteria:

  1. From the Reports tab, select the Expenses card, and click Generate Report.

To filter the Expenses report:

  1. Select a start and end date, covering up to 12 months of expense claims.
  2. To restrict results by location, teams, and status, select locations, teams, and status from the filter dropdowns.
  3. Click Generate Report.

To generate the Expense Claim Items report with the default criteria:

  1. From the Reports tab, select the Expense Claim Items card, and click Generate Report.

To filter the Expense Claim Items report:

  1. Select a start and end date, covering up to 12 months of expense claim items.
  2. To restrict results by owner, type, category or status, select owner, type, category or status from the filter dropdowns.
  3. Click Generate Report.

To generate the Payroll report with the default criteria:

  1. From the Reports tab, select the Payroll card, and click Generate Report.

To filter the Payroll report:

  1. To restrict results by location or teams, select locations or teams from the filter dropdowns.
  2. Click Generate Report.

To generate the User Document Signatures report with the default criteria:

  1. From the Reports tab, select the User Document Signatures card, and click Generate Report.

To filter the User Document Signatures report:

  1. Select a start and end date, covering up to 12 months of signature requests.
  2. To restrict results by the locations or teams of the signatory name, select locations or teams from the filter dropdowns.
  3. To restrict results by signed or not signed documents, use the signature status filter.
  4. Click Generate Report.

To generate the Users report with the default criteria:

  1. From the Reports tab, select the Users card, and click Generate Report.

To filter the Users report:

  1. To restrict results by location, teams or user status, select locations, teams or status from the filter dropdowns.
  2. Click Generate Report.

All reports can be exported to an Excel document.

To simply export a report:

  1. Click Export to Excel from the required report, either using the default criteria or after generating a report with filters.

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