Managing reports

Managing reports

Menu Path: Setup > Common Setup > Access Control and Report Visibility > Report Design tab
Accessible to: Application Administrator

From the first tab you can
1. manage the display of time format fields
2. enable or disable the visibility of a reports / report group and for  report select the roles which can see that report
3. customize some reports and add / remove columns from them

1. Display of time format


Through this parameter you can manage the format of the data of the fields which are showing time duration data for example in Timesheet module where total hours booked in week in time format fields. Suppose total hours worked in week are 15 hours and 20 minutes, if you choose HH:MM format the time will be displayed as 15:20, if you choose Decimal format then time will be displayed as 15.33.

2. Managing report visibility
Reports are divided in sections which are directly mapped to the modules of EazeWork HRMS. You can configure reports for any section as shown below.


Note -
1. Roles which are visible on this page are based on the modules / features which have been activated, some roles might not be visible if they are not activated
2. There are some reports which do not filter data by role or any other parameter and the complete data set is visible to anyone who has access to these reports. These reports are highlighted in yellow color on this page. Be very careful when enabling visibility for these reports.

3. Customizing reports
As shown below for some reports the option to add or remove columns is given to the Application Administrator. To use this feature click on "Customize Report" button highlighted in the image above.

  1. To remove a column click on the X button
  2. To add a column first select the group and the use the + button to add the column

- You can reorder the columns using the up / down arrow keys

Important points
1. Visibility of a report to an employee is always based on the role / roles which have been assigned to the him. If he has been assigned multiple roles then the data which is visible is a super set of data which is visible due to each role. For example, if an employee has both Manager and Department Head roles then the data he will see in a report will be of all the employees who are in his reporting chain and who are in his department.
2. Some reports are grouped together, for example in Payroll the Salary reports group has around 12 reports and visibility is maintained at the group level. So if you give access of Salary reports to a Department Head role then he would be able to see data which is pertaining to his department.
3. Most of the reports are directly based on employees and hence the visibility of data is linked to the domain of a roles mapped to the user as explained above. However there are some reports where the output is in form of PDF or excel files which have data of multiple employees and cannot be broken down by the set of employees based on the roles. Hence if someone has access to these reports he will be able to see data for all employees.
4. There are some reports which are not linked to employees, for example Job Opening Status in Recruitment reports, in such a case the visibility of the report is based on another parameter, Hiring Manager in this case.
5. There is a role "Report Reviewer" designed specifically for the purpose for viewing reports. If this role is enabled and report are made visible to this role then the user who has this role will see all the data in all the reports. Refer to the article on Role mapping for details on how to activate this role.
6. If a custom field by the same name is created in different companies then it will have to added for each company separately through report customization. When the report is generated, if in the list of Companies - "All" is selected then the data will be provided in a single column and it will be visible for all the companies where this custom field is there.

Types of reports
There are two types of reports
1. Snapshot : these reports show the status as on today or as on a particular day in past for example - leave status, detailed employee list reports
2. Period based : these reports show the details for a period, you will have to specify the period by giving the From / To dates for these reports, for example - joining leaving report, leave summary

In Snapshot reports system shows data only as of today or as on a particular day. For example, the Leave Status report shows the snapshot as on 31-Dec (year end) for any year in the past.

In Period Based reports system shows data based on an anchor (which is used to map the period) for example Department is the anchor to show Leave Summary by Department for a month. System will generate this report based on the Department mapped to the employee as on date of generation of the report and not on the Department in that particular month. Defining the department in the particular month is a problem as the department might have changed in the month.



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