Generating quality reports

Modified on Tue, 12 Nov at 6:41 AM

The Reports page is where a member with the correct authority can view any type of configured report from Overtime and Payroll to Callbacks and PTO.


If generating a report such as Overtime, select if it is grouped by employee or date, the date range the report will pull data from and the specific employee.


Note

The Employee dropdown does not operate like other member selection ones in the system, CTRL can’t be used to select more than one member. Either select All, or one employee. A PTO report on the other hand brings up the option to select multiple PTO options, which are selected using CTRL for multiple choices


Downloading a Payroll Report

To download a payroll report, once it has been generated select one of the two options of Download and Download All. The report will be sent to the requesters email address as a downloadable CSV file, which can then be uploaded to a vendor such as MUNIS.

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