Reports Overview

Reports enable Admin users to export the employee reports in different formats.

Report Categories

Formatted Report List: This list contains subset of reports. User can generate and export reports related to employee attendance, scheduling, and payroll data.

Flexible Data Exports: This includes Employee and Transactions data exports. User can export these reports in excel and csv format along with duration format.

Formatted Data Exports: This section provides specific reports like Accrual Summary Excel and other reports based on the assigned permissions.

Report Formats

Bolt supports only 3 formats for Formatted Report list – Excel, PDF, and HTML.

User can export formatted and flexible data reports in Excel and CSV format.

Export Report

User can follow below steps to export a report:

Step 1: Navigate to the Reports Section

1. Log in to MSS Web.
   
2. In the left sidebar menu, click on Reports to access the Report Center.
   

Step 2: Select a Report

1. In the Report Center, expand the relevant category (e.g., Time and Attendance).
   
2. Click on the desired report type, such as Pay Period Summary.
   

Step 3: Select General Details and Preferences

1. Select Employees: Choose a specific group of employees or all employees, departments or Teams.
   
2. Set the Date Range: Select the start and end dates for the report.
   
3. Choose Time Category Group: Select the time category group from the drop-down menu.
   
4. Exclude Time Category Groups: Select any exclusions. Otherwise, by-default it is set to None.
   
5. Set Preferences:
   • User can select the original preference as set by system OR user can create new preference by clicking on “+” icon.
     
   • Define how data should be grouped (e.g., Department, Employee, Grand Totals).
     

Step 4: Choose the Output Format

1. Click on the Output Format dropdown menu.
   
2. Select the desired format (e.g., HTML, PDF, or Excel).
   

Step 5: Export the Report

1. Click the Export button.
   
2. The system will generate the report in the selected format.
   

Reference Screenshot:

Report Preview

Once report is exported, user can access it in the download folder. Below is the Pay Period Summary report’s PDF preview:

User can view the report title, date range, and timestamp report was exported.