# Reports
\
This module enables the Superadmin to generate accurate reports, monitor employee work discipline, and ensure smooth payroll processing based on attendance data.\
Each report type offers filters, exports, and visibility options for both admin and employees, depending on access levels.
#### For Superadmin :
**Super Admin can view and export** reports for **all employees** using filters such as employee name and month.
* The Reports module is located in the sidebar.
* When the **Superadmin clicks on the dropdown arrow beside “Reports,**” the following **five reports** types appear:
* **Attendance Report**
* **Latemark Report**
* **Marked Absent Report**
* **Early Out Report**
* **Overtime Report**
Each report section opens a detailed view with **filters, export options**
#### 1. Attendance Report :
The Attendance Report provides a detailed view of each employee’s \
attendance for the selected month.
On the right side, there is a **Filter button** allowing the admin to select the \
desired **date and month.**
#### Report Filters:
The following filters are available to refine report data:
* **Select Month** – Choose the month for which the report is required
* **Name** – Search or select a specific employee
* **Company** – Select company
* **Location** – Filter employees by location
* **Department** – Filter by department
* **Shift Group** – Filter based on assigned shift group
* **Group** – Allows grouping of report data based on selected criteria
#### Resigned Toggle :
In the **Attendance Report**, a **Resigned** toggle is available.
* When the **Resigned** toggle is **enabled**, the report will include **attendance data of resigned employees**.
* After enabling the toggle, click the **Filter** button to view the data.
* When the **Resigned** toggle is **disabled**, the report will display data for **active employees only**
#### Actions
* **Filter** – Apply the selected filters to generate the report
* **Clear** – Remove all applied filters and reset to default view
* **Export** button is available to **download** the attendance\
report for record-keeping or payroll reference.
1. The report displays the following information:
* **Employee Name** – Displays the name of the employee.
* **Employee ID** – Unique identification number assigned to the employee.
* **Department** – Shows the department to which the employee belongs.
* **Day and Date for the Entire Month** – Displays each day and date of the selected month for attendance marking.
* **Employee-wise Marking (Present / Holiday / Week Off)** – Allows marking attendance status for each employee on each day.
**Auto-Calculated Totals (at the end of each record):**
* **Total Present Days** – Total number of days the employee was present.
* **Absent Days** – Total number of days the employee was absent.
* **Leaves Taken** – Total number of leave days applied or approved.
* **Paid Days** – Total days considered payable for salary calculation.
This allows the Superadmin to easily track monthly attendance patterns and identify discrepancies.
#### 2. Latemark Report :
The Latemark Report tracks instances where employees clock in later than\
their scheduled time.
The following filters are available in the **Late Mark Report** to refine and view specific data:
* **Select Month** – Choose the month for which late mark data is required
* **Employee** – Select a specific employee
* **Company** – Filter records by company
* **Location** – Filter employees based on location
* **Department** – Filter records by department
* **Shift** – Filter employees based on assigned shift
\
**On the left side, Four functional buttons are available:**
1. **My Self:** Displays the admin’s own late mark entries.
2. **My Team:** Shows the late mark report of the team members.
3. **Export**: Downloads the report in Excel or CSV format.
4. **Filter :** Apply the selected filters to generate the report
**The report includes:**
* **Employee Name** – Displays the name of the employee.
* **Department** – Displays the department of the employee.
* **Date** – Displays the attendance date.
* **Expected Clock-In Time** – Displays the scheduled clock-in time as per shift settings.
* **Actual Clock-In Time** – Displays the actual clock-in time recorded by the employee.
This helps identify punctuality trends and enforce attendance policies effectively.
#### 3. Marked Absent Report:
This report helps administrators identify incomplete attendance records and review cases where employees failed to complete either clock-in or clock-out.
The Marked Absent Report shows details of employees marked as absent for selected days.
On the left side, the following buttons are available:
**My Self**: To view the admin’s own absent records
**My Team**: To view absences of reporting team members.
**Export:** To download the absent report for documentation.
**Filter :** Apply the selected filters to generate the report
\
The following filters are available in the **Marked Absent Report** to refine report data:
* **Start Date** – Select the start date for the report range
* **End Date** – Select the end date for the report range
* **Employee** – Filter data for a specific employee
* **Company** – Filter records by company
* **Location** – Filter employees by location
* **Department** – Filter records by department
* **Shift** – Filter employees based on assigned shift
#### Actions :
* **Filter :** Apply the selected filters to generate the report
* **Clear** **:** Remove all applied filters and reset the report view
**The report displays:**
* **Employee Name** – Displays the name of the employee.
* **Department** – Displays the department the employee belongs to.
* **Date** – Displays the attendance date.
* **Clock-In and Clock-Out Times** – Displays the recorded check-in and check-out times.
* **Remarks** – Displays attendance status or related notes.
This helps track unplanned absences and maintain transparency in attendance management.
#### 4. Early Out
#### Report :
The Early Out Report monitors employees who clock out earlier than the scheduled time.
**On the left side, four control buttons are visible :**
**My Self:** For viewing the admin’s own early-out data.\
\
**My Team**: For viewing the early-out report of team members.\
\
**Filter :** Apply the selected filters to generate the report\
\
**Export:** For exporting data in Excel/CSV formats.
The following filters are available in the **Early Out Report** to refine report data:
* **Select Month** – Choose the month for which the report is required
* **Employee** – Select a specific employee
* **Company** – Filter records by company
* **Location** – Filter employees by location
* **Department** – Filter records by department
* **Shift** – Filter employees based on assigned shift
#### Actions :
* **Filter :** Apply the selected filters to generate the report
* **Clear** **:** Remove all applied filters and reset the report view
**The report contains:**
This ensures that early departures are properly tracked and addressed.
#### **5. Overtime Report :**
The Overtime Report records extra working hours beyond regular shifts.
On the left side, there is a **Filters** option with multiple parameters:
* **Start Date** – Select the starting date for the report period
* **End Date** – Select the ending date for the report period
* **Employee** – Select a specific employee
* **Company** – Filter records by company
* **Location** – Filter employees by location
* **Department** – Filter records by department
* **Shift** – Filter employees based on assigned shift
* **Status** – Filter records based on status (e.g., Approved, Rejected)
A Clear button allows resetting all applied filters instantly.
**On the right side, the following four buttons are available:**
**Filter :** Apply the selected filters to generate the report
**My Self:** Displays admin’s own overtime data.\
\
**My Team**: Displays overtime details of reporting team members.\
\
**Export:** Exports the overtime report for record maintenance.\
\
**Each overtime record includes:**
* **Employee Name** – Displays the name of the employee.
* **Department** – Displays the department of the employee.
* **Date** – Displays the date of the overtime entry.
* **Duration of Overtime** – Displays the total overtime hours worked.
\
**Status (Approved or Rejected): superadmin have access to approve the overtime but admin account needs access.**
This helps monitor additional working hours for payroll calculations and employee performance evaluation.
#### For Employee :
1. Employees also have access to the Reports Module from their sidebar.
2. However, their visibility is restricted to:
3. Their own records under My Self.
4. Their direct team members’ data under My Team, if permission is granted.
5. Employees can view and export their:
6. Attendance Reports
7. Late Mark Records
8. Absence Reports
9. Early Out and Overtime Reports
#### Employee Report Access Permissions
For each report, access is controlled through multiple **permission toggles** available in the **Employee Permission tab**.
Under **HR Settings**, the following permission toggles are available **for each report**:
**View Permissions**
* **View (My All)** – Allows the employee to view all reports they are permitted to access
* **View (My Team)** – Allows the employee to view reports of their team members only
* **View (My Self)** – Allows the employee to view only their own reports
**Action Permissions**
* **Create** – Allows the employee to create report-related entries (where applicable)
* **Edit** – Allows the employee to edit permitted report records
* **Delete** – Allows the employee to delete permitted report records
Each permission has a **separate toggle**.\
\
Once the required toggles are **enabled and saved**, the employee can perform **only those specific actions** that have been granted.
**To grant report access to an employee, follow the steps below:**
**Navigation Path:**\
**Settings → Organization → Employes → Select Employee → Edit → Permission Tab**
Under **HR Settings**, locate the **Report** permission.
* There is **toggles** available for Report access.
After enabling the permission, click the **Save** button located at the **bottom of the permission page** to apply the changes.
