Depending on your company's specific needs, you might require different reports for various periods. To cater to every company's reporting needs, there is a "Reports" page. Through this page, you can generate customized reports with any information from your Papervee database.
Attention! Only users with the right to access the manager mode have access to this page and the functionality described. Ensure you have the necessary rights.
Types of Available Information:
In customized reports, you can choose to insert various categories of data and information. Below is a list of these:
Category | Data |
Personal data | First Name |
Last Name |
|
Personal identification number |
|
Series and number of identity document |
|
Address |
|
ID card issued by |
|
ID card issue date |
|
ID card expiration date |
|
Working norm |
|
Nationality |
|
Place of birth |
|
Meal vouchers |
|
Legal job title |
|
Employment contract date |
|
Internal ID |
|
Date of birth |
|
Email/username |
|
Job title |
|
Phone Number |
|
Employment Date |
|
External Collaborator |
|
Vacation days number |
|
Remaining vacation days number |
|
Operational Manager |
|
Hierarchical Manager |
|
Custom fields | Any custom field created in the Papervee account |
Time | Work report for the selected period |
Tracked time |
|
Tracked Break |
|
Days worked |
|
Workdays |
|
Estimated time |
|
Time worked |
|
Leaves | Vacation days |
Sick leave days |
|
Parental leave days |
|
Unpaid leave days |
|
Personalized leave type days |
|
Events | Business travel days |
Leave of absence days |
|
Personalized event type days |
|
Others | Remote work days |
Overtime |
|
Advanced Filtering Possibilities:
To obtain the exact data you need, you have the option to filter based on certain parameters. Filtering can be done based on all the data listed in the table above, but options will only appear for data already entered in the report.
Operators for Text Data:
Contains
Does Not Contain
Is Empty
Is Not Empty
Operators for Numeric Data:
Greater Than
Greater Than or Equal To
Less Than
Less Than or Equal To
Equal To
Operators for Calendar Date Data:
Is After
Is Before
Is Equal To or Before
Is Equal To or After
When setting a filter, you have the option to link multiple properties using the “AND” or “OR” operator. A new property can be introduced in the filter by pressing the “Add a New Condition” button. Added properties can be deleted using the delete button (red trash can symbol). With the AND operator, the report will only contain users for whom each filtering statement is TRUE. With the OR operator, the report will contain users for whom at least one of the set filtering statements is TRUE.
Additionally, to set combinations of statements with different operators, you can create a new segment of statements by pressing “Add a New Segment.” Statements in a segment will use the same linking operator. An additional segment can be deleted by pressing the “Delete Segment” button.
Filters can be completely reset using the “Reset Filters” button. This will erase all segments and statements already entered.
Filters only take effect after pressing the “Apply Filters” button.
Generating and Exporting a Customized Report:
To generate a customized report, follow these steps:
Access the “Reports” page through the left-hand menu.
Click on the “Edit Columns” button and choose the time range for the report, as well as the columns you wish to include in the report. The selections are saved automatically.
If needed, click on the Advanced Filtering button and set the desired filtering parameters. To save the filters, click on “apply filters.” More details about filtering are provided above.
Your report is now generated. Continue modifying columns and filters until you reach the desired result.
To save and export the report in XLS format, press the export button in the top right corner of the table.