Reports - Create, Edit, Delete, Export
Available Reports
The reports below are the standard reports that come preloaded with Harmony Time & Attendance. Each report has its own fields that you can move, group, sort, or filter.
Report Name | Description |
Annual Exceptions | Provides annual information about the expected and actual start/end times with exception codes. |
Attendance | Provides information that compare actual start/end times of your employees and their expected start/end times of their assigned shifts. Exception codes are also included. |
Attendance Count | Identifies the number of absences and clock entries per employee. |
Clock Entries | Provides information about the clock entries in the system, such as who clocked in, what project/task they clocked in with, how they clocked in, and more. |
Exceptions | Provides a comparison between the expected and actual start/end times with exception codes to identify if your employees were early, late, or absent. |
Pending Time Off Requests | Identifies all time off requests that are pending approval. |
Time Off Balances | Provides you with quick information about the current time off balances for all employees. |
Time Off Requests History | Identifies all approved, pending, rejected, and cancelled time off requests. |
Opening a Report
- In the dropdown field, select the report that you want to view.
Editing a Report
- In the dropdown field, select the report that you want to modify.
- Each report will have different filters available. Use the filters and click the refresh button to confirm your filters.
- Drag and drop the columns according to how you want them to be displayed.
- Drag any field to the ‘Row Group’ section to group your report by the selected field.
- To show/hide any fields, click “Columns” on the far-right side to display all available fields. Tick the fields that you want to be shown and untick the fields that you want to hide.
- To filter or pin any columns, hover over the column and click the hamburger menu. This will open up a small window to allow you to pin columns to the left or right, auto-size columns, filter the column, etc.
Saving a Report
Once you have manipulated or edited a report that you want to save for quick access in the future, you can save it under a customized name to easily help you identify it.
- Ensure that the report being displayed is exactly how you want it. Review the Editing a Report section for more information.
- Click the save button.
- Enter a name for your report.
- Click the save button to save your changes.
Deleting a Report
You can only delete a report that you’ve created. You cannot delete a report that another user created, and you cannot delete the standard reports that are provided for you.
- In the list of reports, identify the report that you want to delete.
- Click the delete button to delete the report.
- Harmony will ask for your confirmation that you want to delete the clock report. Click “Delete” to delete the report. The report is now deleted.
If you accidentally deleted a report, you can re-create it manually.
Exporting a Report
For all reports, you can print them out to retain for your records or export them in a CSV or Excel file for further manipulation.
- Select the report that you want to export.
- To print out the report, click the print button. The report will open in a new tab and you can use your browser’s printer settings to print out the report.
- To export the report digitally, click the “Export” Select the file type you want to export it as and the file will be downloaded to your browser’s default downloads folder.
If you’re not sure where your browser’s default downloads folder is, double-check your browser settings.
