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Reports

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The customisable reports allow the user to create his/her own report if the standard reports supplied are not sufficient. These reports can be private (specific to the user who created them), public (shared by all the system users) or linked to one or more entities. You may also create folders for your reports.

To create a customisable report, you must open the list of reports that have already been created by clicking on Time & Activities > Set up > Reports. A list of the reports already created is then displayed, together with the name of its owner if applicable.

1.Click on or right-click on the list and select Add.

2.Enter a Description for this report.

3.If Report with day by day detail is checked, select the default launch period for this report. If it is not checked, you must manually select the period covered by the report.

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The logged concepts (assignments to the employee) can only be selected if this box is not checked.

4.Next.

5.Fill in the content of the report by adding at least one column by clicking on . Each column corresponds to a result to be displayed. Its parameters are detailed in the lines which form the column of the screen. You may modify the parameters using the dropdown menus. For a day by day detail report, a Date column is added automatically; it cannot be modified or deleted, but it may be moved. You may delete a column by clicking on the button after you select it.

Column content

Column order

Displays the column number, may be modified using the arrows below the columns

Column content

Click on to configure the column content

Default title

Field system description, cannot be modified and makes maintenance easier for consultants.

Customised title

This is the title which will be displayed on the screen. Each column has a default title. You may customise it here so that it is closer to your work habits.

Column colour

This is the background colour that the column will have during the report, to be chosen by the user.

Class

Type of data (employees, totals, balances, etc.) to be selected. If you choose Information/text, the system displays a new column after the columns which already exist, without any content.

Data, Concept, Data

To be entered if Application data, Professional data, Personal data, User rights, Career Category

Attendance data

In the case of a clocking in or out, you can select the requested clocking number (clocking in 1, clocking in 2, etc.), comment on day, etc.

Account type

Only if Results category, not displayed if fields from the employee file

Account

Only if Results category, not displayed if fields from the employee file

Additional account field

Filled in only if fields not from the employee file

Type

The Type of value to be displayed allows different choices depending on whether you have selected results for absences, absence balances or balance. The possible types are:

Accounts’ total	Value	Total of the period requested:
	Value in hours	Total in hours of the requested period
	Value in hours 0- 24	Total in hours over the requested period from 0-24hr
	Value in days	Total in days of the requested period
	Value in costs	Total in costs of the requested period
	Value in quantity	Total in quantity of the requested period
	Value in number	Total in units of the requested period
	End	Permanent total at the end of the requested period
	End in hours	Perpetual result in hours at the end of the requested period
	End in days	Perpetual result in days at the end of the requested period
	End in numbers	Perpetual result in numbers at the end of the requested period
Balances	Start	Perpetual start balance total (hour or day) on the requested period start date
	Gained	Total of the balance acquired (hour or day) for the period requested
	Taken	Total of the balance taken (hour or day) for the period requested
	End	Permanent end of balance total (hour or day) on the date of the end of the period requested
	Adjustment
Balance	Start	Permanent balance start total in hours on the date of the start of the requested period
	Of the period	Start balance total in hours for the period requested
	End	Permanent end balance total in hours on the date of the end of the requested period
	Limitation on period	Perpetual total of periodic limitation in hours on the requested period end date
	Total limitation	Perpetual total of total limitation in hours on the requested period end date
	Total (limited)	Permanent balance total in hours to be carried over on the date of the end of the requested period
Hourly basis	Hourly basis
	Performed
	Hourly basis interval
Breaks	Break rights
	Break rights End
	Number of breaks taken
	Number of breaks taken End
	Break time taken
	Break time taken End
	Paid break time
	Paid break time End
	Break time deducted from actual
	Break time deducted from actual End
	Break time to be taken End
	Break right carried forward
	Break right carried forward End

•Value: Total of the period requested:

•Value in hours: Total in hours of the requested period

•Value in Days: Total in days of the requested period

•Cost value: Total in costs of the requested period

•Value in number: Total in units of the requested period

•End: Permanent total at the end of the requested period

•End in hours: Perpetual result in hours at the end of the requested period

•End in days: Perpetual result in days at the end of the requested period

•End in numbers: Perpetual total in numbers at the end of the requested period

•Start: Perpetual start balance total (hour or day) on the requested period start date

•Gained : Total of the balance acquired (hour or day) for the period requested

•Taken: Total of the balance taken (hour or day) for the period requested

•End: Permanent end of balance total (hour or day) on the date of the end of the period requested

•Adjustment

•Start: Permanent balance start total in hours on the date of the start of the requested period

•Of the period: Start balance total in hours for the period requested

•End: Permanent end balance total in hours on the date of the end of the requested period

•Total: Permanent balance total in hours to be carried over on the date of the end of the requested period

•Limitation: Perpetual total of periodic limitation in hours on the requested period end date

•Total limitation: Perpetual total of total limitation in hours on the requested period end date

Period

The Viewing period allows you to determine on which period the results are going to be displayed. This period may be:

•Current or previous day up to day -10

•Current week up to week -4

•The current or previous cycle

•The current or previous period

•The current or previous month

•The current or previous year

•From date to date

Period complement

If Report with day-by-day detail is not checked, select the days of the week to be displayed. You can Exclude public holidays by checking the corresponding box.

Calculation type

Not filled in if fields from the employee file The Calculation type to be displayed offers 4 options:

•Planned

•Estimated

•Estimated with absence requests

•Completed

The Completed type considers what has actually been completed by the employee. The Planned type considers what was planned in the past and what is planned for the future without taking account of what has actually been completed. The Estimated type considers what has actually been completed in the past and what is planned for the future. The Estimated with absence requests type considers what has been completed in the past and what has been planned in the future, taking the absence request as confirmed.

Total on period

Filled in only if day by day type detail report.

•No result: No sum calculation

•Sum of the values displayed: Displays the total of the values displayed 2. Activate the Sub-total check box if you wish to have a total at the end of each sorting criterion

•Account(s) selected/Period (in hours)

6.Validate.

7.Repeat the steps until you get all the desired information,

8.Activate the Private check box and select one or more Owners in the dropdown menu if this report may only be modified by the selected users.

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For an Administrator - Time and Activities user to run this report, it must appear in the list of reports for which they have authorisation. The owner concept only affects the report's modification and not its launch.

9.Indicate what should be displayed if there are no results or when the results are null.

10.Click on Save to validate this customisable report.

This function allows you to automatically generate a report on the people present in an area or a group of areas and send it to a predefined printer or as an learning email.

Set up a fire report

1.Click on the SET UP > Reports > Fire report menu. In the lower part of the screen are listed the reports that are already created.

2.Click on or right-click on the list and select Add.

3.Enter a Description for this new report and a Detailed description, if necessary.

4.Check the Attendances registered in Time & Attendance management only box if you want to take persons who are only identified on time management terminals into consideration.

5.Click on the button for the Selection of supervised sites and/or readers, then select access points or readers by using the and arrows and then clicking on Validate.

6.Click on the button for the Selection of fire sensors, then select the sensors that will trigger a report in case of fire by using the and arrows and then clicking on Validate.

Manage monitoring with counting of people present at meeting points

7.Check the Manage monitoring with counting of people present at meeting points box so that the persons present gather at a predetermined assembly point to sign in as present. This meeting point is created from the Customisable fields menu beforehand and is associated with each employee from their file.

8.Check the The end of the trigger closes monitoring with counting of people present box to end the fire drill when the alarm stops. Alternatively, you can set a maximum time for the drill.

9.The Selection of readers dedicated to counting frame allows you to link one or more readers (preset) necessary for signing people in as present at your assembly point. Select readers using the and arrows and then clicking on Validate.

Broadcasting

10.To Configure information about the employee , click on the button then select the check boxes for the fields you want to print/edit, and then click on Validate.

11.Select the desired Information carrier and define additional information requested by the system.

12.Click the Save button to save the new report.

13.Click on Test the distribution to confirm your setup and generate a test report on the selected information carrier.

Has your fire alarm been triggered? Supervise your evacuation and sign-in from the Fire report monitoring module!