# Work entry analysis

The default *Work Entries Analysis* report provides an overview of the validated work entries for
the current month. To view this report, navigate to {menuselection}`Payroll app --> Reporting -->
Work Entry Analysis`.

The work entries appear in a pivot table, with the default filters of {guilabel}`Current month:
(Month)(Year)` and {guilabel}`Validated`. The various types of {doc}`work_entries` populate the
rows, while the {guilabel}`Total` values populate the only visible column.

To change the displayed information, click {icon}`fa-plus-square` {guilabel}`Total` above the main
column, revealing a drop-down menu of available metrics. Click on one of the available groupings,
and the data is further organized by that selected metric. The default options are {guilabel}`Work
Entry Type`, {guilabel}`Employee`, and {guilabel}`Department`. If in a multi-company database, a
{guilabel}`Company` option also appears.

## Work entry analysis comparison

It is possible to compare the work entries from one time period to a previous time period. To view
this comparison, first navigate to {menuselection}`Payroll app --> Reporting --> Work Entry
Analysis`.

Next, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the search bar, revealing a
drop-down menu. Under the {icon}`fa-adjust` {guilabel}`Comparison` section, click on either
{guilabel}`Current Month: Previous Period` or {guilabel}`Current Month: Previous Year`.

The report updates and displays the data for the current time period, data for the selected previous
time period, as well as the {guilabel}`Variation` between the two, in a percentage.

```{image} work_entry_analysis/work-entry-comparison.png
:alt: A pivot table comparing the work entries of the current month and the previous
:  month.
```

:::{note}
If no work entries for a specific {ref}`work entry type <payroll/work-entries>` are logged for
the time period, it does **not** appear on the report. That does **not** mean the work entry type
does not exist, or is not configured.

Additionally, if the default {guilabel}`Current month: (Month)(Year)` filter is removed from the
search bar, the {guilabel}`Comparison` column does **not** appear; there must be a time-frame
selected to view the {guilabel}`Comparison` column.
:::

## Use case: overtime report comparison

It is possible to alter the *Work Entries Analysis* report to show a comparison of only overtime
work entries, grouped by employee, for a specific time period. To view this data, first navigate to
the default *Work entry analysis* report by going to {menuselection}`Payroll app --> Reporting -->
Work Entry Analysis`.

Next, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon in the search bar, revealing a
drop-down menu. Under the {icon}`fa-filter` {guilabel}`Filters` column, click {guilabel}`Add Custom
Filter`, and a {guilabel}`Add Custom Filter` pop-up window appears.

Using the drop-down menu, select {guilabel}`Work Entry Type` for the first field, leave the middle
field as-is (with {guilabel}`is in` populating the field), and select {guilabel}`Overtime Hours` for
the last field. Click {guilabel}`Add`, and all other work entry types disappear, and
{guilabel}`Overtime Hours` appear in the sole row.

To compare overtime from the current month to the previous month, to see which month had more
overtime logged, click the {icon}`fa-caret-down` {guilabel}`(down arrow)` icon again in the search
bar. Under the {icon}`fa-adjust` {guilabel}`Comparison` section, click {guilabel}`Current Month:
Previous Period`. Click away from the drop-down menu to close it.

Now, the report displays the {guilabel}`Overtime Hours` for the current month and the previous
month, along with the {guilabel}`Variation`, in a percentage.

To view which employees received the most overtime, click {icon}`fa-plus-square` {guilabel}`Overtime
Hours`, revealing a drop-down menu of options. Click {guilabel}`Employee`, and all employees with
overtime work entries for either the current or previous month appears.

In this example, it can be determined that {guilabel}`Marc Demo` worked the most overtime in
{guilabel}`August 2024`, whereas {guilabel}`Beth Evans` worked the most overtime hours in
{guilabel}`September 2024`. Additionally, {guilabel}`Mitchell Admin` had the largest variation
change, with a {guilabel}`-100%` change from {guilabel}`August 2024` to {guilabel}`September 2024`.

```{image} work_entry_analysis/variation.png
:alt: A pivot table comparing the overtime from September 2024 with August 2024.
```