Reports guide

Sloneek processes a large amount of data so you can make exact reports of what you need.

Links to the individual reports can be found here:

Content:

Introduction to the reports

All our reports are asynchronous. The magic of such reports is that when you create a report with a large amount of data, you can leave it running with peace of mind and start working on something else in the application. The report will continue to be generated and when it's finished, you'll get a notification in your app and in your email that everything is ready. In addition, you can also check at any time how much percentage is left to complete the report.

In addition, you can also build your own sets of reports with the required data. You can then easily run these reports for selected users, teams or the entire company. Let's see how to do it.

How to set the report configuration?

When you go to any report from the menu, you will see a page divided into two parts. The first one is named as Your report configurations and below it you will find Your generated reports. In order to see any data in either section, you must first create a configuration or report.

To create a report configuration, simply click on the Create a new report configuration button on the top right. Here you name the configuration, describe it further if necessary, and select for whom the report will generate data. For example, if you select for the entire company, whenever you run a report from this configuration in the future, the report will include all users. If you set the configuration for selected teams, select below for which teams you want to generate the report. 

You then have the option to choose whether you want to include inactive users in the report, or which events to include in the report (e.g. only holidays). By default, however, the report is generated for all events.

Then just save the configuration or generate a new report directly from this configuration.

Creating a new report

You can either generate a new report from a predefined configuration by clicking the Generate a report according to the configuration button, or you can create a one-time report by clicking the Generate a one-time report button. 

The report will then start generating in the background of the application, and once it is ready, you can navigate to it, edit it further, or export it. You may read more about setting up and displaying reports below.👇

Exports data from reports to Excel

In each report you have 2 options to export data from the set table:

📍click on button 

📍or right-click on any cell or click on the "hamburger" icon in the report header. Select Export to XLS. Subsequently, all visible (filtered) data of the current table are exported.

Save and set filters in tables

You can save the settings of columns and table filters in reports directly in the report table. Use the TABLE SETTINGS in the right bar of each table: 

• First, set up the table as you need 

• Go to SETTINGS, name and save your filter

Adjust the order of the columns

Grouping data by columns

Working in Pivot mode

Pivot mode is particularly useful in the Overview of activities report, where it can group users, activities or projects into logical units and give you totals of work done. This includes differentiation by activity status (approved, pending, cancelled).

To turn on Pivot mode, click on Columns in the right sidebar of the report and slide the switch to Pivot mode: 

Then drag n' drop the desired items below into the Row Groups, Values and Column labels area. You can move e.g. name, activity name, project or client to the row groups. In the values you can add the duration of the activity or the hourly cost rate. In the column labels, you can move the state of activities to split them into approved, pending, and cancelled.

Pivot can be set to display the status either in rows or in columns. In the latter case, drag the State item not into the Column labels area, but into the Row Group.

Copying data from tables

Click and drag to select any part of the table. Right-click and select Copy or Copy, including column headings. Then paste into Excel (ctrl + V on Windows, or better cmd + V on Mac)

Report table settings - column anchoring, width, numeric summaries

 When you hover the mouse over the table header cell, the “Hamburger” menu will appear.

Click on it to get a number of options for editing tables, such as anchoring columns, setting automatic column widths, and more.

As in Excel, it is possible to average the values in the columns, add them or check their total number.

Add reports to your favorites

For each report, you will now find a star symbol which, when clicked, will save the report as a favourite. You will then find a toggle on the right above all reports that will take you to the list of favourite reports.

Within the Reports section, you can find Daily payroll report, which allows you to view information important for payroll in a daily breakdown, not just a monthly summary (for monthly summary please refer to Complex payroll report). 

Go to Reports/ Other/ Daily payroll report.

This report has several fields, some of which are hardcoded for each person, for example, a normal working day or a public holiday. Other parameters will be automatically selected from the holiday types that have been assigned to the user.

Fixed parameters in the report

• National holidays
  • National Holidays will be shown by the definition either in the Company Settings (Country of operation) or Country of operation for the specific User (in their user profile) and matched against the Working hour definition (in order to get Hours value for specific day)
  • Example: If the user's Working hours are defined for the 8 hours on Monday, and the National Holidays occur on this day, the report will show 8 on the National holiday field for this specific day
  • Example 2: If the user does not have Working hours defined for the Monday, and the National Holiday occur, it will show 0
    
    
    
• Regular working 
  
  • this field shows how many hours the user have had worked for the specific day depending on how you report work for payroll. You can select in the report configuration if you pay your people by working hours only, active attendance (clock-in/outs) or activities.
    
    
    
    
  • If the Working hours only will be selected, then in the Regular working field it will be shown the Hour value from the “Working hours” definition (based on the contract type)
  • If the Clock in & clock out will be selected, the amount of hours tracked by the Attendance module will be shown each working day
  • If Activities & time tracking will be selected, it will show how many hours have user been tracking for the specific day (Homeoffice and Business trips will be excluded)

• Homeoffice 
  • This field is indicating, that the employee has been working from the Home office.

Dynamically selected vacation types

Vacation types will be shown iin the report by the definition of Vacation Types for the specific user.

• • • Example: If the user will have enabled 5 vacation types, all these 5 types will be shown in the report alongside with the fixed parameters

Example (scenario):

We have run the report (please see below) for the user Maria. She has 5 vacation types (Vacation, Unpaid leave, Sick Leave, Sickday, Doctor) allowed, therefore listed in the report and ahe has regular Working hours set (8 hour days) from Mon to Fri.

On the 1st January, there is National holidyas (shown as 8 in the National holidays row and 0 value under Regular working) and Maria took vacation on the 2nd January, hence there is 8 in the Vacation row and 0 value in the Regular working row. From the 3rd until 5th, Maria has been working, which you can see in the Regular working row. On the 4th she has been working on HO, which is reflected in the HO row, but it has no impact on the worked hours. 6th and 7th January represent the weekend, no working hours for Maria on these days. The last column shows the SUM for each category.