Creating the report 3DP - Working Time Records and sending it via email

The Working Time Record shows the working time of employees with the option of selecting a report for a specific employee, department, or cost center for the selected period.

This chapter of User Manual describes how to create a Working Time Records report and send it via email.

The option is accessed from the menu Personnel | Employee Files | Reports.

Case summary   The person responsible wants to create report 3DP – Working Time Records for the April 2020 and send it via email to the employee Ashley Accountant. This is done as follows:   Opening the form reports in the Employee files Defining criteria for report Report preview and sending via email

1. Opening the form reports in the Employee files

Option Personnel | Employee Files is selected in the main menu.

The Employee Files window appears on the screen. To open the Employee Reports window, the person responsible clicks the icon   in the toolbar section.

2. Defining criteria for report

2.1 Report Type

The person responsible selects Report 3DP- Working Time Records form the Working Hours Report type section (presented in the image above in section 1)

2.2 Criteria

To generate the Report for the employee Ashley Accountant, for the period of April 2020, the person responsible does as follows (options are presented in the image above in section 2):

• Employees – Selects Ashley Accountant
• Departments – Since the employee Ashley Accountant is already defined, the department field is not required.
• Cost Center - The cost center can be defined in this field or left empty to see all cost centers.
• Period – Selects the period 2020-04. This criteria is mandatory.
• Statuses - The Status of employment can be defined in this field or left empty to see all statuses.
• Export to folder – Folder for exporting the report can be selected.
• Sending mode – One of the three options can be chosen: Report / Send by email or Export to Folder
• Attachment Name – Attachment name can be also automatically created by several options: Worke, Reg.No, TaxId, Period…etc.

3. Report preview and sending via email

3.1. Report preview

By pressing the button Report   the person responsible can see the preview of generated report (presented in the image above in section 3):  

After establishing that the report is correct, the person responsible can close the report preview.

3.1. Sending the report via email

The last step is sending the report 3DP via email to Ashley Accountant. This is done in the Employee Reports window where the selected criteria were entered by clicking the button Send by E-mail   (presented in the image above in section 3)

Warning To be able to send report to employees by e-mail, the person responsible needs to insert e-mail for all employees under the Employee Files section, in this case:

After inserted and checked all the parameters, the person responsible presses Send mail icon   and completes the process of creating and sending report it via email.