Goodbooks offer a comprehensive reporting feature to view year-to-date snapshots of employee leave accounts. Run many types of reports by such variables as user, month, type, planned/unplanned, authorized/unauthorized, paid/unpaid leave. Management can also track employee attendance with updated attendance reports.
Reports on employee information, current leave balances, leave taken, leave requests made, overtime requests, and manual adjustments all made filterable by employee, locations, departments, job titles and hire types.
Below is an example of a report (HTML view) on a trial balance account:
Reports can also be viewed in grid form. Here the grid view of the leave credit is shown.
Click on the header of the column to display that column in alphabetical order. Click on it again to sort it in reverse format. It is similar to ascending and descending sort function. Please note that these methods apply only to the page you are currently using.
Buttons & functions:
Click on the tools button present on the top right corner of the screen. There are several options available:
1. Refresh
The refresh option is used to update the screen after any changes have been made.
2. Report
This tool will make the screen be generated as a report, redirecting it to a third-party software that handles reports.
3. PDF
This will generate a PDF format of the screen.
4. CSV
This shall generate a CSV format of the screen.
5. Mail
The report will be mailed to the email address responsible.
6. About
Presents the details about the report along with the related user rights.
7. View
This allows you to change your views. The HTML type view gives a summary of the information with several links. The grid view lists all the data available for that specific report.
Filter: Next to tools, there is the filter button and this helps you to set various filters or criteria based on your requirements. E.g. If you are looking for the attendance report of employees belonging to a particular department of your organization, it is possible using filters.
Not only are you able to apply a single filter, but many simultaneously. E.g. Attendance of employees of a certain department working at a particular shift can be viewed as reports.
Below are available filters under Leave Credit Details.
There is also a feature that allows you to save the filter configuration so that you need not select the same filters individually again in the future. If these settings are to be shared with other users check the share settings field. You can also make this your default so that you don’t have to set each filter every time you use it by checking the make default filter field.
Revisions
- August 31, 2021 @ 07:05:57 [Current Revision] by arul
- August 31, 2021 @ 07:05:28 by arul
- August 31, 2021 @ 07:00:42 by arul
- August 31, 2021 @ 06:35:42 by arul
- August 31, 2021 @ 06:34:12 by arul
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- August 31, 2021 @ 06:27:43 by arul
- August 31, 2021 @ 06:10:39 by arul