{"id":6190,"date":"2025-04-04T16:30:21","date_gmt":"2025-04-04T16:30:21","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=6190"},"modified":"2025-04-04T17:49:43","modified_gmt":"2025-04-04T17:49:43","slug":"reports-page-overview-2","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/reports-page-overview-2\/","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<br>  <\/li>\n\n\n\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<br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2454\" height=\"1132\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-6191\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica.png 2454w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-300x138.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-1024x472.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-768x354.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-1536x709.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-2048x945.png 2048w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-description-automatica-100x46.png 100w\" sizes=\"auto, (max-width: 2454px) 100vw, 2454px\" \/><\/figure>\n\n\n\n<p><\/p>\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;<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Report Types<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Time and Attendance<\/strong>&nbsp;\u2013 time transactions, exceptions, and hours totals.<br>  <\/li>\n\n\n\n<li><strong>Scheduling<\/strong>&nbsp;\u2013 employee schedules, including planned department and job changes<br>  <\/li>\n\n\n\n<li><strong>Costing&nbsp;<\/strong>\u2013&nbsp; time spent in specific departments or jobs<br>  <\/li>\n\n\n\n<li><strong>Employee&nbsp;<\/strong>\u2013 all of the relevant data in the employee profile<br>  <\/li>\n\n\n\n<li><strong>Accrual<\/strong>&nbsp;\u2013 accrual balances and transactions<br>  <\/li>\n\n\n\n<li><strong>Audit<\/strong>\u00a0\u2013 which user accounts made changes to the system or timecards<\/li>\n\n\n\n<li><strong>\u00a0System<\/strong> \u2013 system setting information<\/li>\n\n\n\n<li><strong>Flexible Data Exports<\/strong>&nbsp;\u2013 export employee or transaction data directly to excel<br>  <\/li>\n\n\n\n<li><strong>Formatted Data Exports<\/strong>&nbsp;\u2013 export pay period and timecard data directly to excel<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Report Parameters<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the employee or group of employees, along with the date range desired<br>  <\/li>\n\n\n\n<li>The Time Category Group acts as a filter for the type of hours you want to view in your report<br>  <\/li>\n\n\n\n<li>Depending on the report you will have different preferences available that will adjust how the data is displayed<br>  <\/li>\n\n\n\n<li>Grouping options will change the order in which data is presented and grouped<br>  <\/li>\n\n\n\n<li>You can click the + button to save your preferences and even set it as the default setup for that report going forward<br>  <\/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":[274],"ht-kb-tag":[116],"class_list":["post-6190","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6190","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=6190"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6190\/revisions"}],"predecessor-version":[{"id":6199,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6190\/revisions\/6199"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6190"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6190"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}