Open Reports. You see reports by role: your own reports, the supervisor’s team reports, and payroll, project and HR reports according to your permissions.
Run a report
- Pick a report and set the period – for example a week, a month or a payroll period.
- Narrow down by staff group, unit or project if needed.
- The report opens on screen. The same report is available as PDF and Excel (.xlsx); project and customer reports also as CSV.
The payroll-period report is calculated from a locked statement, so its figures equal the exported payroll data.
Schedule the report to email
A report can be scheduled to recur. Recurrence is Daily, Weekly or Monthly; a weekly schedule takes a Weekday and a monthly one a Day of month, and both take an Hour. Choose the format as well, and Extra recipients if you need them. The report is delivered by email on the schedule without anyone running it separately. You can view and cancel your own schedules on the Scheduled reports tab of the My settings hub.