The idea
Open Attendance report (Reports › Attendance report). It is a page of report cards; press Generate on a card to open that report with its filters.
| Report | What it answers |
|---|---|
| Monthly attendance sheet | Each employee's status for every day of one attendance month |
| Yearly attendance sheet | The same across the year |
| Monthly attendance summary | Totals of present, absent, leave, late and so on for each employee in a month |
| Yearly attendance summary | The same across the year |
| Leave balance | For each employee and leave type: the opening balance, this year's leave, what was used and what is left |
| Leave taken details | Every leave taken, with dates |
| Monthly leave taken | Leave taken by month |
| Leave type wise | Leave taken by month and leave type |
| Leave day wise | Leave taken day by day |
| Holiday | The holidays of the year |
| Office visit | Office visits and their status |
| Leave request | Leave requests with their status |
| Overtime request | Overtime requests with their status |
| Floating holiday request | Floating holiday requests with their status |
| Compensatory request | Time-off-in-lieu claims (not used in this release) |
Which report answers which question
| You want to know | Open |
|---|---|
| What each person's day looked like, day by day, in one month | Monthly attendance sheet |
| How many present, absent and leave days each person had in a month | Monthly attendance summary |
| Who has days left of each leave type | Leave balance |
| Which leave was taken and on which dates | Leave taken details, or Leave day wise for one line per day |
| How much of each leave type was taken in each month | Leave type wise |
| Which requests are still waiting | Leave request, Overtime request, Office visit or Floating holiday request: each lists its requests with their status |
| Which days are holidays | Holiday |
Use a report
- Open the report
- Narrow it
- Export
Common questions
A report shows nothing for a month.
Check the Fiscal Year and Attendance Period filters first. An employee appears only when they have a shift for that month, so also check Employee shift on Attendance setting (Shifts: the shift, its roster, employees and overrides).