Create a Email Recipient(s)ġ.Locate desired template and under Email field click on Email iconģ.Under Recipient select either GuardTek User, Employee or Other Contact.Ĥ.Click on drop down arrow and search for the name on the recipient address list. Your template will now show on the main page. Your option should be aligned with the chosen time that you are reporting on.ĩ.Click Enter at bottom of page to save your template Site Coverage XY Chart:this option gives a trend curve analysis sorted by month, week or day for upward/downward fluctuations analysis. Site Coverage Bar Chart – Sorted by Officer: this option gives a bar chart summary per officer. This option is only useful if you selected multiple posts on your site selection. Site Coverage Bar Chart – Sorted by Post:this option gives a bar chart summary per post. Site Coverage Bar Chart: this option gives a bar chart summary of Scheduled total hours VS Actual total hours.
To convert to an Excel Workbook format, check this article "How to Convert CVS Excel Files (.csv) to Excel Workbook format (.xlsm)". NOTE:All GuardTek Excel files are on a CSV format. Sample of an Excel Detailed Report (after converting from original CSV file format) Used for instance to send to HR department for payroll purposes.Įxample of an Excel Summary (after converting from original CSV file format) Shift Coverage Report: provides an excel summary and an excel detailed report on Scheduled hours worked vs Actual hours worked. “Site Coverage XY Chart” needs to be used in combination with “Show Trend Curve By” Only one sort option can be selected at a time. “Site Coverage Bar Chart” should be used in combination with “Sorted By”. You can make multiple selections as required You can select multiple posts as requiredĨ.Select type of analysis. Last Days (a new field opens to add number of hours)ħ.Select your sites.Last Hours (a new field opens to add number of hours).
#Set up automatic reports in timecamp pdf#
Check the boxes for reporting format PDF and ExcelĦ.Select Time Period to be covered on the drop-down menu Once you create your template you could just click the run icon to run the report on screen or once you created your emails recipients you could just click send.ģ.Name your report (be specific especially if you set up multiple reports)Ĥ. The automatic reporting set up is a 3-stage process: first you create your report template, then you create your email recipients and last you create your schedule. NOTE: these reports are user specific and you can only see the reports templates you have created. On this page you will find any existing automatic reports you have already created. Hover over the Reporting Tool module and click Automatic Reporting.ģ. To set up automatic reporting for logbook Activities:ġ. Log onto the Guardtek web portal as an Admin or Supervisor.Ģ.
#Set up automatic reports in timecamp how to#
How to Set up Automatic Reporting for Attendance Tracking
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