Using Reports – WorkSight Support

Overview

The Report Module allows a user to produce reports to display data entered into and calculated by WorkSight FLOW. Reports can be printed or downloaded into Excel or as a .pdf file.

The data that is displayed in a report will be limited to the Area & Group or Shared View that is selected in the left pane, or the specific criteria selection in the Filter button.

To Access the Report Module

To access the Report Module in WorkSight FLOW, click on the Report tab in the Header. The Report Screen Appears.

Report Screen Components

The Report Screen consists of three main components:

Report List: The list of available built-in reports that can be run.
Report Header: The Breadcrumb Trail of Area/Group chosen in the FLOW Navigation pane on the far left or Advanced Search with a Save button, if a filtered Advanced search has been defined; Date & duration tool; Print output options, Report Display Options, Filter criteria, and More Options (Save View)
Report Viewer: Run Report and once run, the Report viewer (see below). On each parameter change, the Run Report button screen reappears to enable the user to rerun the report with the new settings.

Report List

There are built-in reports currently in WorkSight FLOW. These include a Posted Schedule report, various Employee-related reports including metrics on Time Off Requests and Timecard Reports. See Built-in Reports

Report Header

Breadcrumb Trail

The breadcrumb trail is found in the upper right have portion of the Report Header. It displays:

Area/Group chosen

Advanced Search, which can be saved with a unique name for future use

Date Ranges/Duration

The Report Header contains both a date field and a duration drop-down field.

Date Field

The Calendar control in toolbar has four options in its header: This Week, Next Week, Today and Yesterday. When one of the calendar options is clicked or a date is chosen in the calendar, the Reports are displayed for the specified duration.

Duration Drop-Down

The duration drop-down list is specific to the report chosen. for example, the duration list shown below is for the Payroll Hours Dollars report, the Daily Absence Summary and the Employee Pay Summary

Custom Date String

When you click on Custom, a second date field appears for you to choose both a From date and a To date with a duration not greater than 99 days.

If the duration is greater than 99 days, an error message appears, showing the last date acceptable in the string for the start date entered.

If no output option is specified in the menu, the Orientation and Page size can be selected for a report to be shown in the Report Viewer. The report can then be printed directly from the Report Viewer with the chosen options.

Output Option - Excel format only

If Excel is chosen as the output format, the remaining options dim. The report, when run, will be a downloaded Excel File which can then be re-formatted as needed.

The name of the downloaded Excel file is the name of the report run from the report list with the suffix .xlsx. If the file is run multiple times, a number will be added to the Filename prior to the suffix (e.g., Payroll Hours Dollars (3).xlsx).

The Excel file consists of two Worksheets, Sheet 1 shows the complete report, including the headers, details, and any subtotal and total lines, and Sheet 2 displays the parameters (e.g., date range, filters, etc.) used to create the report.

Option Options for .pdf run from either the Report Header or the Report Viewer

If the .pdf output option is chosen, the user can specify additional formatting options - Orientation and Page Size - for the .pdf file downloaded. This also will be maintained if the .pdf file is downloaded from the report Viewer, (see below)

Report Display Options

Different Reports have specific display options available. All reports have the option to choose to print the parameters page, providing details on the specific report.

The Posted Schedule reports (for both Job and Employee Schedules) have the most options available to choose from, including displaying General Comments at the end of a report for an Advanced Search and the Assigned Employee and Shift Pattern in the Job cell. Shift Display Options include Shift Types, Times, Reasons, Breaks, Exceptions only and Info Comments.

Report Filters

Additional filters can be applied to narrow down the report output. Some filters are specific to certain reports - such as filtering for Time off Status and Time off Types when running the Time Off Balances or the Time Off>All Requests reports.

Group and Sort

The ability to multi-level group and sort (ASC/DSC) data is a feature of selected reports.

In addition, sorting on single-select UDF fields is available for Employee Reports.

More Options

The report layout options and filters can be saved as a default layout for the report being generated.

Report Viewer

In the Report Viewer, the user can Run, Print or Download the report as a ,pdf file.

To Run a Report

Choose the Area/Group you wish to report on (or Advanced Search)
Choose the Report Display Options you wish to see in your report
Choose the Print Output Options
Choose any additional Filters you need
As the last step, before pressing Run Report, choose the start date and duration of your report
Click on Run Report in the Report Viewer. The .pdf report will appear in the Report Viewer

To Print the Report

In the Report Viewer, the report being viewed can be printed by clicking on the Printer Icon. The browser Print window will be displayed.

To Download the Report in .pdf Format

The report shown in the Report Viewer can also be downloaded in .pdf format from the Report Viewer, by clicking on the Download Icon.