The Reports menu allows users to generate and download various reports, including roster, debtor/agency, payroll, billing, shift schedule, client expenses, and an audit report.
- A search bar to help users quickly find the record they are looking for.
- A filter option to allow users to view records based on the filter values.
- A confirmation dialog box to prevent users from accidentally making changes to user records.
Roster: This comprehensive report meticulously outlines the roster of employees, providing detailed information about each individual's designated shifts.
Debtor/Agency: This report shows the data of debtors and agencies, as well as their billing amounts. Within this interface, users have the capability to generate invoices seamlessly. Furthermore, the system facilitates the exportation of already generated invoices, ensuring a streamlined and efficient financial management process. User can generate/export reports based on the billing contact, like if billing contact in self managed/plan managed user need to generate/export debtor report and if billing contact in agency managed, then user need to check Generate Agency Billing option on the report generation/export form.
Payroll: The comprehensive payroll report provides a detailed overview of all payroll-related information, organized in easy-to-understand Excel spreadsheets. It includes breakdowns of Employee expenses, Sleepover, Kilometres and detailed timesheet for each employee.
Billing: This comprehensive report meticulously details the aggregate sum of both scheduled and approved shift hours, providing a thorough overview of workforce planning and allocation. It serves as a valuable tool for assessing and managing the distribution of resources within a given timeframe.
Shift Schedule: This comprehensive report provides a detailed overview of the assigned shifts for all employees, meticulously organized according to specified criteria such as client type, subsidiary, and shift status during the generation process. It offers a clear snapshot of the schedule and current status, facilitating efficient monitoring and management of resources and Clients.
Shift: This comprehensive report provides a detailed overview of the entire shift schedule, encompassing all assigned shifts to various resources. Additionally, it includes essential information such as the designated client and subsidiary that were chosen during the report generation process.
Client Expenses: This comprehensive report provides a detailed overview of the incurred expenses across all clients, offering a thorough analysis and breakdown of financial activities.
Audit Report: This comprehensive report offers an intricate exploration of the system's operational dynamics, encompassing a thorough examination of user access patterns, executed actions, and the associated action data.
Client Notes: This Comprehensive report provides users a detailed overview of the client notes added by the staff, it includes information like notes type, shift ID, notes addition date and Notes. User can generate and download the report in csv format.
Deleted Shifts: This Comprehensive report provides users a detailed overview of all the deleted shifts, it includes information like shift ID, Client, staff, deleted date time and deleted by. User can generate and download the report in csv format.