Learn how to customize reports and templates in VeriClock to display exactly the data you need. This guide explains the default report templates, how to add, remove, and reorder columns, apply grouping and subtotals, adjust time formats, use filters, and save customized reports as reusable templates for payroll, job costing, and employee analysis.
From your account tabs Reports>Reports, VeriClock has 4 default report templates.
- Payroll - totals employee hours
- Job Cost - totals cost of employee hours per job
- Employee Hours - summary of hours per employee
- Employee Cost Summary - summarizes cost of employee hours
You can choose to customize what information is shown in any of these default reports by reordering columns, adding or removing columns, adding subtotals, choosing decimal or hour/minute time format, tracking custom field data, and other customization options.
Customize Your Report
Once you have determined the report you would like to see from the dropdown list, you can then add and rearrange fields to show the information you want, in the order you wish to see it in.
To do this, click the blue 'Customize' button
You will see a secondary menu appear, where you can select the data items you would like to include in your report. Any field with a checkbox is included in your report, you can add or remove by checking or unchecking the box beside each data field.
Displayed Fields
You can rearrange the order your selected data fields will appear in your report. In the Displayed Fields menu, hover or the 4 parallel lines, then click & hold to drag that field to the desired position. Each field will be shown in the report in the order you have showing in the displayed field list.
Information in your report can be subtotaled (or 'Grouped By') employee, group, job code, service item, date (day, week, month or pay roll period), or a custom field. Changing the group by order and/or the order of the displayed fields will change where the subtotal columns begin in your report. When checking multiple subtotals in the group by section, it is recommended to play with both the displayed fields column order and group by subtotal order to find the combination that will display your information in the order that works best for you.
Note that in order to 'Group By' a particular field, you need to also select the corresponding field in the 'Displayed Fields'
Certain settings in your account can be disabled or enabled in each report template.
Also see Renaming Report Columns & Report Formulas Simplified.
Save and Name Your Report Template
The Save Template button is available after clicking Customize (see the bottom of the above ↑ picture). Save Template allows you to save and rename your report into a template for use again in the future.
Filter Your Report
You can narrow down your report results using filters. Learn more about Using Report Filters.
Templates
After you have customized a report, you may want to save the report as a template to re-use it later. To save as a template, simply click Save Template and give the Template a new, unique name. All saved templates can be edited from the Templates tab (Reports --> Templates) see: Managing Templates.
Also see:
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