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Reports

Reports

Cross-team reports for follow-up and payroll preparation, with Excel export.

Overview

The Reports section gives managers and administrators a set of ready-made reports across their employees:

Registered hours
Hours registered on activities over a period
Account movements
Time account balances and what changed them
Check in/out
Clock in/out registrations, one row per punch
Absence overview
How many employees are absent per day, week, or month
Sickness
Sickness-absence key figures per employee, department and month
Presets
Save a report’s setup under a name, and share it with colleagues

Who sees what

Access to reports is one permission of its own — report / read — and its scope decides who you report on:

  • Administrators hold it for the whole workspace, so they see all employees
  • Managers hold it for their own team, so they see the employees who report to them (directly or through the organization hierarchy)
  • Employees don’t hold it, and don’t see the Reports section at all

Because it is a permission like any other, you can tune report access with custom roles under Admin › Roles — take reports away from managers, for example, or set up a reporting-only role for someone who needs the figures across the organization but has no business opening individual timesheets.

Whatever a report shows is always narrowed to the employees you are allowed to see. Two people opening the same report, or the same preset, can see different numbers for that reason.

Common filters

Every report shares the same filter bar:

  • Period — pick a preset (current month, previous month, next month, last 7 days, last 30 days, last 3 months, last 12 months) or a custom date range
  • Org unit — limit to one or more organization units
  • Manager — limit to one manager’s team
  • Employment terms — limit to employees on specific terms (shown only if you can read employment terms)
  • Country — limit to employees working in one or more countries (shown only if your workspace uses work countries)

Apart from the period, filters appear only once they are actually filtering something: click Add filter to bring one in, and it folds away again when you empty it. This keeps the bar short on reports that offer a dozen filters.

Your filter choices are kept while you work and are part of the page address, so you can bookmark a filtered view or share the link with a colleague who has the same access. Click Reset to clear all filters.

Reporting by country

The country comes from the employee’s work country on their employment — set on the employment itself, or inherited from their organization unit — not from their home address. Configure which countries a workspace uses under Admin › Workspace; until at least one is set, the country filter, the Country grouping and the country columns stay hidden.

Country is tracked over time, and a change applies from the date it is made onwards — it is not backdated. Two consequences worth knowing:

  • Days before a country was configured have no country, and are grouped under Not set
  • If someone changes country mid-period, each day counts under the country in force on that day, so they appear on both countries’ rows and the report total still adds up

Saving a view

Once a report is set up the way you need it, save it as a preset instead of rebuilding it next month. A preset captures the period, the filters, the grouping and the unit, and administrators can share one with whole roles. See Presets.

Exporting

Every report has a download button at the right of its filter bar (Export to Excel ) that saves the current view — same filters, same rows — as an .xlsx file you can hand to payroll or process further in a spreadsheet.