Employee Reports Overview

Use the Employee reports to review general employee information.

You can also monitor the time that employees charge to projects.

Multicompany

If you use the Multicompany feature, the following applies:
  • You set report options on standard reports separately for each company. When you use the Change Company utility to switch companies (Utilities > Change Company), the standard report options reset back to the default options. However, saved favorite reports, saved favorite options. and saved favorite selections remain the same, even when you switch companies.
  • Some reports are company-specific and only include details for a single company. For example, payroll reports are company-specific because they only allow you to view an employee's payroll information for one company at a time. On those reports that are not company-specific, you can see details from multiple companies for the same employee. In this case, it is helpful to have a saved favorite with a top-level sort by company, so that each company's data is presented separately.

Related Topics:

  • Accrued Time Report
    The Accrued Time report provides current information about benefit hours, such as vacation time and sick leave. Use this report to review how much time each employee has earned and taken during the current benefit year. The report also shows remaining balances for benefit hours.
  • CRM Employee Summary
    The CRM Employee Summary report includes all fields in the Employee Info Center, including user-defined fields, grouped into default sections. You can also create user-defined sections.
  • Employee Audit
    The Employee Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Employee Info Center. If an employee record is deleted, the name of the employee is blank wherever that employee is listed on the report.
  • Employee Audit Detail
    The Employee Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Employee Info Center. If an employee record is deleted, the name of the employee is blank wherever that employee is listed in the report.
  • Employee Labor Audit
    Use the Employee Labor Audit report to review labor transactions from timesheets, labor adjustments, and billing labor transfers. You can include all of these on one report, or you can filter the report to focus on one or two types of transactions. You can generate the report for the current period, year to date, job to date, a range of periods, a range of dates, or a range of timesheet periods.
  • Employee Labor Detail
    Use the Employee Labor Detail report to review the projects and tasks to which employees have posted labor. This report is available only if you use Vision Billing.
  • Employee Labor Summary
    Generate the Employee Labor Summary report when you need a summarized view of employee labor hours.
  • Employee Ledger
    The Employee Ledger report provides a complete record of employee expenses. For each employee, the report displays employee expenses, advances, and repayments for the accounting periods you specify.
  • Employee List
    The Employee List displays all data that is available in employee records.
  • Employee Mailing Labels
    You can print employee mailing labels on a selection of standard Avery labels. You can also print mailing labels on labels that require other formatting.
  • Sales Credit Report
    Use the Sales Credit report to review employees’ sales credits for contracts assigned to the Contract Management tab in the Project Info Center. The contract information reported is only for WBS1 (not WBS2 or WBS3), since the sales credit percentages are assigned at the contract number (WBS1) level.
  • Time Analysis
    Use the Time Analysis report to review how your employees are using their time. You can view employee time from several perspectives using comparisons of direct time, indirect time, and total time worked. An analysis of indirect time helps you monitor benefit hours and control non-billable time.
  • Timesheet Audit Detail Report
    The Timesheet Audit Detail Report enables you to review timesheets for multiple employees, over multiple timesheet periods.
Parent Topic: Report Descriptions Overview
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