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 accessible from the menu Personnel | Employee Files | Reports.

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

1. Opening the Reports form in Employee Files

The 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.

2. Defining criteria for the report

2.1 Report Type

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

2.2 Criteria

To generate the report for 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 – Defines the cost center or leaves the field empty to see all cost centers.
• Period – Selects the period 2020-04. This criteria is mandatory.
• Statuses – Defines the status of employment or leaves the field empty to see all statuses.
• Export to folder – Selects the folder for exporting the report.
• Sending mode – Selects one of three options: Report / Send by email or Export to Folder
• Attachment Name – Attachment name can also be automatically created from several options: Worke, Reg.No, TaxId, Period…etc.

3. Previewing the report and sending it via email

3.1. Report preview

By pressing the Report button, the person responsible can see the preview of the 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 to Ashley Accountant by e-mail. This is done in the Employee Reports window, where the selected criteria was 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 must enter e-mail addresses for all employees in the Employee Files section, in this case:

After entering and checking all the parameters, the person responsible presses the Send mail icon and completes the process of creating and sending the report by e-mail.