Reports

From TimeMinder Help

Jump to: navigation, search

Image:reportsmenu.jpg

Contents

Daily

Image:Dailyreport.jpg

Daily Report can be run for any single day. It can show all employees.

This is a good report to run on a daily basis for the previous day. It should then be given to the relevant supervisor(s)/manager(s) to check and sign off. Any adjustments can then be made. See Corrections for more details. Tip: Payroll usually run the report in Decimal but Hours and Minutes is preferable for most people.

  • Blue highlights mean that less hours than rostered were worked
Clicking on these boxes lets you choose whether to top up the shift with different kinds of leave
  • Purple highlights indicate overtime.
  • Green highlights indicate meal allowances
  • Yellow highlights indicate a blank or unexpected time
  • Red highlights indicate the shift link couldn't be calculated (possibly because of an error)

To run Daily report:

  1. Type in the relevant date. Tip: If it’s in the current month, just type the day and press Enter. It will automatically fill in the month and year for you.
  2. The data can be filtered or restricted by using the options in Select. (For more information re: these, See Data Filtering).
  3. If you want to add a Header or Footer to the report, click on H/F on the top right hand corner. Then click OK.
  4. Hit Screen and then choose what to do with it – print, email or export.
  5. Then choose Report Output. The Email icon will automatically open your email software, if you have any. It will then put the report data into an email but not in a spreadsheet format. To maintain the data in an easy to read format, choose Export and attach the file to an email instead. Export creates a .csv file that can then be imported into another application such as Excel.

The yellow shaded area down the bottom contains information on the total number of employees (present and absent) and the total number of hours, broken up into type: normal/ordinary, time and a half, public holiday etc.

Column widths as displayed on the screen can be adjusted.

Time Sheets

Image:Timesheetreports.jpg

This report can be run for any date range in the past 12 months. It can show all employees, printing one per page.

The report displays one employee at a time. The Screen icon turns into Previous and Next rec icons and allows you to navigate from one employee to another when report is displayed to the screen.

This report can be used for weekly data although the Weekly Payroll Report is probably better.

The yellow shaded area down the bottom contains information on the total number of employees (present and absent) and the total number of hours, broken up into type, for example normal/ordinary, time and a half, public holiday etc.

Period Totals

Image:Periodtotalreport.jpg

This report is mostly used for period summary information (eg. how much or leave was taken, overtime worked in a particular month) and Cost Centre totals including a $ value, if award rates have been entered in. Classifications. See Classifications for details.

The bottom of this report (ie. where the yellow shading is) shows the totals for all cost centres (ie. how many people worked, total ordinary and overtime hours, total leave and allowances, total cost). Tip: this report is particularly useful as a costing report. The default setting on this report will include all Cost Centres. If you click on the arrows on the right to scroll down, you will see a breakdown for each cost centre.


Alternatively, if you only want to see the costing information, run the report With Totals only selected.

Payroll Report

There are a number of different reports that can be setup under this menu or option / icon.

Report Setup

Changes the type of font and font size on printed reports. You can also choose the orientation of the page ie. Portrait or Landscape.

Personal tools