Timeplan has built-in reports to enable customers to find all possible information. To find the different reports, press Reports and then select the type of report you want to find from the selections in the left menu
Timeplan has built-in reports to enable customers to find all possible information. To find the different reports, press Reports and then select the type of report you want to find from the selections in the left menu. Each report category has a large number of reports to choose from in the drop-down menu that appears.
Employee reports
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Employee reports |
Without a selection, only one personnel list will be displayed. Here you can try your way forward if you are looking for a specific employee list, for example, to see who has email addresses registered in the system etc. If you cannot find the information you want, you can call support and we will help. This applies to most reports. |
Planning reports
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Week overview |
Shows persons that are scheduled on the chosen time interval.or entire cost centres |
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Monthly overview |
can also be printed in a simplified version. This can also be printed directly from the tab Planering (Planning) and Månadsöversikten (Monthly Overview). |
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Account Reports |
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Employee time report |
A very useful report! Shows all time recordings, exception codes, accounts and flextime either for one person or for all persons with the chosen cost center as primary cost center. |
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Time recordings and accounts report |
Shows information about all tasks, stamps and balances within chosen time period. |
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Account report – per person/cost centre |
Shows generated balances according to chosen filter settings. Employees with selected cost center as primary or secondary will be included in the report. |
Report templates
Some reports are easier to interpret if you use a template for them. Report templates are used for filtering which accounts are displayed and can be put into good use for reports such as Employee time report to see relevant balances.
To create a new report template, click Reports - Templates and New+.
You then get a screen where you can transfer the accounts you want to include in your template using the buttons in the middle. If it is one account where you want to see the opening and closing balance per month, double-click on that account when it is in the right column. It then gets an asterisk next to the name. Once you are satisfied with your choices, name your template and press Save. After you save, there will be a button that says Make public and pressing it will make your template available to all administrators.
You can now select your template from the drop-down menu Templates when selecting how you want to display certain reports.