Report

The Report View lists all the records per selected item (Employees, Jobs, Absence Types, Expense Items) for the specified time period (the Report View opens by default when you start T9).

You can specify the time period with versatile time navigation controls in the Period group and customize the view by specifying what item information to display and how to present it.

 

To display the item data:

  1. Select an item or a group of items (the selection does not have to be consecutive).
  2. Click the  +  sign next to any selected item to add the entire group to the current display or the  >  sign to replace the current display with the selected group.

 

To select the time period:

Select one of the options (day, week, month, year-to date, custom, etc.) in the Period drop-down box, then scroll in increments of the selected time unit.

 

To change an entry:

  1. Double-click the entry or select the entry, then select Open from the drop-down Edit menu.
  2. The corresponding form opens (attendance, absences, or expenses), where you can make the required changes as well as delete or duplicate this entry, or define a new one.
The Report Toolbar

Period

Use the controls in the Period group to:

  • choose the time period (day, week, month, year-to date, custom, etc.) for which you want to display the selected items’ data;
  • to scroll in time increments the size of the selected time unit (arrow buttons - < and >) (the window to the right displays the currently selected time period).

Group level

Use to specify the grouping of entries for the selected items. (By default, for every selected item, data is displayed as a group of related records sorted by date; inside the group, records can be grouped further to create a hierarchical display of data by item type and category.)

 

To specify the grouping of entries for every selected item:

Click in the Group level drop-down box and select one of the following types of grouping:

 

    • 1 -- No additional grouping, all records are displayed as a flat list (date, item type, item name,i tem value(s))
    • 2 -- For every related item type, all the instances of this item are listed by date.
    • 3 -- For every related item type, all the instances of this item are listed by category, and within the category, by date.

 

For example, a selected Employee who has records of Jobs, Absences, and Expenses:

 

  • at group level 1 will have three groups of mixed records (Jobs, Absences, Expenses), in chronological order;
  • at group level 2 will have three structured groups of records: Jobs sorted by date, Absences sorted by date, Expenses sorted by date;
  • at group level 3 will have three structured groups of records: Jobs by category, every instance under each category sorted by date, Absences by type, every instance under each type sorted by date, Expenses by item, every instance under each expense item sorted by date.

Expand / Collapse buttons

Use to show/hide the hierarchical display (grouping) of selected items’ data.

View Menu

Use the View menu to adjust the presentation of records (by displaying / hiding columns in the View Window:

 

Auto Filter Row:

Toggles the display of the Auto Filter Row, which is used to filter out all records that don't contain the exact value of the filter in the corresponding column. Type the value in any of the fields in the Auto Filter row; the filter is applied as you type.

 

Subtotals:

Toggles the display of subtotals for numerical values of attendance and expenses at the bottom of each group.

 

Start / End time:

Shows/hides the columns that displays the beginning and completion of a work shift.

 

Hourly rate:

Shows/hides the hourly rate column.

 

Description:

Shows/hides the description column.

 

Grid:

Shows/hides the grid lines between the columns and rows in the view.

 

Color series:

Toggles the highlighting of the numerical value in the view.

 

 

Remove Filter

Use to cancel any specified auto-filtering of the records.

Edit Menu

Use the options in the Edit menu to open, edit in Weekly Entries form, or delete an entry selected in the view.

Row Height

Use this slider control to adjust the rows height in the view.