230 lines
9.4 KiB
ReStructuredText
230 lines
9.4 KiB
ReStructuredText
=========
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Reporting
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=========
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The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized
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by location.
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The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default
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reports in the *Payroll* app, and are available for all companies, regardless of location.
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Beneath the three default reports are all localization-based reports, organized by country, in
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alphabetical order. These reports contain all the various information for the offered benefits and
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local tax laws.
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To view all the available reports for the database, including all the localization-specific ones,
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navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down
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menu. Click on a specific report to view it.
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.. image:: reporting/reports.png
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:align: center
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:alt: Report dashboard view showing extra reports for Belgium databases.
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If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears,
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stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where
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"(country)" is the specific country the company is configured for.
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Default reports
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===============
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Payroll
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-------
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Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll
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Analysis` report. This report shows all the payslips generated in the last 365 days, due to the
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default :ref:`filter <payroll/filters>`: `Last 365 Days Payslip`.
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.. image:: reporting/payroll-report.png
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:align: center
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:alt: Payroll overview report showing payroll for the last 365 days.
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The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to
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view a drop-down menu with the various metric options to display. The default options available
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include:
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- :guilabel:`# Payslip`
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- :guilabel:`Basic Wage`
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- :guilabel:`Basic Wage for Time Off`
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- :guilabel:`Days of Paid Time Off`
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- :guilabel:`Days of Unforeseen Absence`
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- :guilabel:`Days of Unpaid Time Off`
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- :guilabel:`Gross Wage`
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- :guilabel:`Net Wage`
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- :guilabel:`Number of Days`
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- :guilabel:`Number of Hours`
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- :guilabel:`Work Days`
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- :guilabel:`Work Hours`
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- :guilabel:`Count`
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:guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report.
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.. image:: reporting/measures.png
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:align: center
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:alt: The various measures available to display for the Payroll Analysis report.
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Line chart
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~~~~~~~~~~
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A line chart is the default view for the *Payroll* report. If a different view is selected, click
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the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the
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menu bar to change the view back to a line chart.
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Several options are available for the line chart. Click the corresponding button to activate the
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selection, and change the way the data is presented. These icons appear at the end of the chart
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options. The various options are:
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.. _payroll/stacked:
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- :guilabel:`Stacked`: data is presented with each metric in its own line, "stacked" on top of each
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other. This helps visualize the distribution and variances between different categories.
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.. _payroll/cumulative:
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- :guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total
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amount calculated by combining all the lines. This provides a comprehensive view of the cumulative
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data.
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.. _payroll/descending:
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- :guilabel:`Descending`: data is shown with the largest values on the left side of the chart,
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gradually decreasing towards the smallest values on the right side, along the x-axis. This
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arrangement helps emphasize trends or outliers at the extremes.
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.. _payroll/ascending:
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- :guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart,
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increasing towards the largest values on the right side, along the x-axis. This arrangement can be
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useful for highlighting progressive growth or trends.
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.. note::
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These options can be combined to create a variety of views.
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.. image:: reporting/line-chart.png
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:align: center
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:alt: Menu buttons with the line chart called out, along with the other option buttons.
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Bar chart
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~~~~~~~~~
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To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a
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:guilabel:`📊 (bar chart)` icon) in the menu bar.
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Click the :ref:`Stacked <payroll/stacked>` icon to view the bar chart in a stacked format (where
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multiple values appear in each column). :ref:`Cumulative <payroll/cumulative>` bar charts are useful
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for visualizing the progression over time or other categories.
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An option to display the columns in :ref:`Descending <payroll/descending>` or :ref:`Ascending
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<payroll/ascending>` order appears at the end of the options.
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.. image:: reporting/bar-chart.png
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:align: center
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:alt: Menu buttons with the bar chart called out, along with the other option buttons.
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.. tip::
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Clicking an option enables it. To turn off the option, click it again. When the option is enabled
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the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no
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outline.
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Pie chart
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~~~~~~~~~
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To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a
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:guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this
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view.
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.. image:: reporting/pie-chart.png
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:align: center
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:alt: Menu buttons with the pie chart called out.
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Pivot table
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~~~~~~~~~~~
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To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a
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:guilabel:`(pivot)` icon) located in the far-right side of the top menu bar.
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The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the
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:guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`,
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and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department.
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To display more information on the report, click the :guilabel:`Measures` button to reveal a
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drop-down menu. Then, click on any other metric to display it on the pivot table.
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.. image:: reporting/pivot.png
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:align: center
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:alt: Pivot table view with the various metrics called out.
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To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name
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twice. The first click selects the column, and the second click sorts the information in descending
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order.
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To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a
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:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available
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icons. The information is then downloaded into a spreadsheet.
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.. image:: reporting/xlsx.png
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:align: center
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:alt: The menu options with the download button highlighted.
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Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet`
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button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears,
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asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard,
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or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a
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spreadsheet view with the report added to it.
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.. image:: reporting/spreadsheet.png
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:align: center
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:alt: The view of data sent to a spreadsheet.
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.. _payroll/doc-storage:
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.. note::
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If the **Documents** app is **not** installed, the :guilabel:`Insert in Spreadsheet` option
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places the newly-created spreadsheet in the **Dashboards** app.
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If the **Documents** application *is* installed, the spreadsheet has the option to be stored in
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either the **Dashboards** app or **Documents** app.
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.. _payroll/filters:
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Filters
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=======
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At the top of each report, the default filters are shown inside the :guilabel:`Search...` box.
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Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available
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:guilabel:`Filters`. Filters show information that match the specific filter parameters.
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.. example::
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The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month)
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(Year)` filter, and the `Validated` filter.
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.. image:: reporting/custom-filter.png
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:align: center
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:alt: Filters enabled for the Work Entries Analysis report.
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The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter.
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The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date:
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(Year)` filter.
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All reports can include custom filters, or group information, by different metrics (employee,
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department, company, etc.).
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Some reports have the option to compare the current report to the previous time period or year (a
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:guilabel:`Comparison` option).
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Click on a parameter to select it and activate it. The report is immediately updated with the new
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parameters.
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The updated report can be set as a *favorite* report, meaning the parameters are stored for quick
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access in the future. To do that, click :guilabel:`Save the current search`, under the
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:guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options.
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Doing so reveals two options and a :guilabel:`Save` button.
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To set the current report as the default configuration when the report is accessed, check the box
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next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the
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database, check the box next to :guilabel:`Share`.
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Finally, click :guilabel:`Save`, which saves the currently configured report. Then, it appears
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beneath the :guilabel:`Favorites` in the search bar drop-down mega menu of filter options.
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