{"id":3970,"date":"2024-11-06T15:19:49","date_gmt":"2024-11-06T15:19:49","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=3970"},"modified":"2025-01-08T16:19:16","modified_gmt":"2025-01-08T16:19:16","slug":"reports-page-overview","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/reports-page-overview\/","title":{"rendered":"Reports Page Overview"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>The Reports page provides the main reporting options for the system<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To view a report simply select it on the left, adjust the parameters in the middle, and choose the output format on the right<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1582\" height=\"741\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2.png\" alt=\"\" class=\"wp-image-5490\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2.png 1582w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-300x141.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-1024x480.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-768x360.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-1536x719.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/11\/image-2-100x47.png 100w\" sizes=\"auto, (max-width: 1582px) 100vw, 1582px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If your browser uses a pop-up blocker, you will need to authorize the Synerion system to show pop-ups&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Report Types<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Time and Attendance<\/strong> &#8211; time transactions, exceptions, and hours totals.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scheduling<\/strong> &#8211; employee schedules, including planned department and job changes<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Costing <\/strong>&#8211;&nbsp; time spent in specific departments or jobs<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Employee <\/strong>&#8211; all of the relevant data in the employee profile<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Accrual<\/strong> &#8211; accrual balances and transactions<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Audit<\/strong> &#8211; which user accounts made changes to the system or timecards<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Flexible Data Exports<\/strong> &#8211; export employee or transaction data directly to excel<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Formatted Data Exports<\/strong> \u2013 export pay period and timecard data directly to excel<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Report Parameters<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the employee or group of employees, along with the date range desired<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Time Category Group acts as a filter for the type of hours you want to view in your report<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Depending on the report you will have different preferences available that will adjust how the data is displayed<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Grouping options will change the order in which data is presented and grouped<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can click the + button to save your preferences and even set it as the default setup for that report going forward<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Report Types Report Parameters<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[124],"class_list":["post-3970","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reporting","ht_kb_tag-agile"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3970"}],"version-history":[{"count":3,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3970\/revisions"}],"predecessor-version":[{"id":5492,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3970\/revisions\/5492"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3970"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3970"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}