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Create Custom Reports

Clock.in now offers the option to create custom reports based on your individual company needs.  To get started click on the ‘Reports’ tab on the left side of the page.

 

Then click on the ‘Manage Report Templates’ button.

 

Then choose report type from the options in  the drop down menu. You will have the option to choose from a wide variety of report types including: Timesheets, Job Codes,Activities, Forms , Projects, and Contacts. In several cases you can choose from a Regular Report or a consolidated report.  As the name implies the consolidated reports by default have fewer items.  However, all reports can be customized to fit your needs.

 

In the example below we chose a Timesheets report but these same steps can be applied when customizing any of the available  report types.  First, select the  Report Type from drop down menu. Next, choose a template.  By default you will only have a Standard Timesheets Template available.  Once you create  create your custom templates they will also be available from the drop down menu like in the example below.  If you decide that you no longer need one of the custom created templates you can delete them. From the ‘Delete Templates’ box just click on the red ‘X beside the template you wish to delete.  Note: You cannot delete any stock templates.

Once the report type and template have been chosen you will see the list of current items included in the report.  

To add additional items from the Available Data Fields click on the field you wish to add.  Then you can drag and drop the fields within the current items to get the order.  You will also want to give your template a unique name.  You can also add a detailed description of the report if you wish.

When creating your reports depending on the report type you will see a variety of additional options available in the data fields.

 

Just click on the arrow to the left to see a detailed list of fields that can be added to your report. As you can see there  are endless options available to allow you to create the reports needed for your unique situation.

       

If you need to remove a field from the current items in the report just click on the item within the Current items column you wish to remove. You will see the item listed under the ‘Field Selected Below’ header. To remove the item click the remove field button.  Then once you are finished customizing your report click the green ‘Save Report Template’ button to save your report.  Your Template will now be available from the drop down menu when generating a report.

Once you have created  your custom report you can choose to download it in either CSV, EXCEL or PDF Format.  Below is the Traditional Timesheets Report in both PDF and EXCEL formats.

Below is the Sample report in PDF format.  The Header rows are generated from the “Current Items in report” section.

 

Below is the sample report in EXCEL  format.  The Header rows are generated from the “Current Items in report” section.

Below is the Consolidated Timesheets report in both PDF and EXCEL formats.   As the name implies the consolidated reports by default have fewer items.  However, all reports can be customized to fit your needs.

PDF

Excel

 

 

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