PS Report: TeamTime Hours vs Scheduling Hours

Select a report template from the list, or type a description and Save your settings to create a report template for later reuse. You may also select and Delete report templates from the list.

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature.

The Default Company Name for Report is populated from the Company Setup screen.

The list contains all companies that the User has Rights for.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

The default company prints on every page of the report.

For more information see Learning about WinTeam Reports.

Select the type of report.

• Select Exceptions to use the minute variance to determine the employees to include on the report.

If an employee does not check in or out within the tolerance range, the system does not match the employee with a scheduled shift. Two lines will display in the report: one line is created for the in and out times that fell outside the tolerance range and one line is created for the original shift.

For example, if the Exceptions option is selected and (under Variances) 20 minutes is entered in the In Before and After fields, the report displays everyone who checked in at least 20 minutes before the In time or 20 minutes after the In time.

• Select Mismatches to include instances in which an employee checked in but was not scheduled, or an employee was scheduled but did not check in.
• Select All Details to show all TeamTime Hours vs. Scheduled Hours.

For example, if an employee is in the schedule but not in TeamTime, the schedule information displays and nothing displays under TeamTime. Likewise, if an employee is in TeamTime, but not in the schedule, the TeamTime information displays and nothing displays under Schedule.

Use the Group By option to group the report data by Date or by Employee Number.

Use the Sort By option to sort report data by Job Number or Job Name.

You can select from a list of pre-defined date ranges, or input the specific dates you want to filter the report for.

These Variance options are available only if the selected Type of Report is Exceptions.

Use the variance fields to enter exception times for In, Out, Lunch and Total Hours.

For example, if the Exceptions option is selected and (under Variances) 20 minutes is entered in the In Before and After fields, the report displays everyone who checked in at least 20 minutes before the In time or 20 minutes after the In time.

Use the In Time Tolerance to indicate the acceptable clock in range from the Job start time.

Example:  If the start time is 8:00 a.m. and 15 minutes is entered in the In Time Tolerance field, the system considers any clock in time from 7:45 a.m. to 8:15 a.m. as a match to the shift.

For shifts that do not match within the In Time Tolerance, two lines are created in the report. One line is created for the in and out times that fell outside the In Tolerance range and one line is created for the original shift.

See WT: Reports for more information.

Dates

Use the Dates category to select the scheduled dates to include on the report.
Type the beginning date in the From field and the ending date in the To field.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Hours Types

Use the Hours Types category to select the Hours Types to include on the report.

Select All to include all Hours Types.

Select Pick to define specific Hours Types for the report. When you select Pick, the Hours Type list displays. Select the check box next to each Hours Type to include on the report.

Job Types

Use the Job Types category to select the Job Types to include on the report.

Select All to include all Job Types.

Select Pick to define specific Job Types for the report. When you select Pick, the Job Types list displays. Select the check box next to each Job Type to include on the report.

Jobs

Use the Jobs category to select the Jobs to include on the report.

Select All to include all Jobs.

Select Range to define a range of Jobs for the report. When you select Range, the range fields display. Type the beginning Job Name or Number in the From field and the ending Job Name or Number in the To field.

Select Pick to define specific Jobs for the report. When you select Pick, the Jobs list displays. Select the check box next to each Job to include on the report.

Select Create to define your own list of Jobs. When you select Create, a small grid displays to the right. Enter the Job Numbers you want to include in the list, or use the Lookup to locate the Job Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Job Numbers you want to exclude in the list, or use the Lookup to locate the Job Numbers.

Supervisors

Use the Supervisors category to filter the report by Supervisors.

Select All to include all Supervisors.

Select Pick to select the Supervisor(s) to include.

Companies

The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

This check box is available to users who have more than one company.

Select the Group By Company check box to group the report criteria by company.

This check box is NOT selected by default.

Select the Exclude Vac/Sick/Hol Hours check box to exclude records with no in/out times. This option is selected by default.

Select the Include Logo on Report check box to print the company logo on the report.

This check box is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select the Include Report Criteria check box to include a list of the report options selected for this report.

The Report Criteria page includes any ranges specified and each Category/Record selection made for the report.This check box is NOT selected by default.

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Click the Print button (or press ALT + P) to send the report to your default printer.

Click the Export button (or press ALT + X) to export the report to a specified format.

Reports may be exported to Adobe Acrobat (PDF), Excel (*.xls 97-2003), Excel (*.xlsx 2007-2010), Comma-Separated Values (CSV), Grid View, and E-mail (available for non-ASP Clients only).