Enabling Custom Reports

TimeWorksPlus comes with several reports intended to address your client's common time and labor needs. However, the Custom Reports feature provides you and your client the ability to tailor a tabular report for their specific needs.
 

A Custom Report that has been sorted by a departmental clock prompt, grouped by location and is displaying a sum of wages per location
 

Custom Report Features

The following items can be personalized by the user with Custom Reports:
  • Pre-select fields from both Employee Setup and the time card, including clock prompts.
  • Define the order of fields on the report.
  • Pre-filter by one or more values within the following fields:
    • Employee Data fields*.
    • Mobile Punch Enabled, Export Block, "Last, First" and WebClock Enabled.
    • Punch Category.
Additionally, the user creating the report can choose whether it's available to supervisor-level users.
 
After creating a Custom Report, any user with access to the report can also do the following:
  • Export a CSV or PDF version of the report.
  • Sort and hide columns.
  • Group by values, perform additional filtering and perform certain aggregate functions like count, countdisinct, sum, etc. by right-clicking on the column headers.
*Max Hours and Employee Type cannot be pre-filtered when creating a Custom Report, but you can filter by either field after running the report.

Custom Report Enablement and Ownership

Custom Reports are not a default feature in TimeWorksPlus. They must be enabled by a SwipeClock partner.
 
To enable Custom Reports for a site:
  1. Select the site and click Settings Menu à Client Configuration.
  2. Choose the Account Configuration tab and scroll down the Custom Report Options section.

    Custom Reports need to be enabled for a site in Account Configuration
  3. Enable Client can access Custom Reports. This adds Custom Reports to your client's Reports menu, but it does not give your client the ability to create Custom Reports. With only this option enabled, you will need to create the reports for your client using the Manage Custom Reports item under the Reports Menu.
  4. (Optional) If you would like your client to be able to create Custom Reports, enable Client can manage Custom Reports. This will make the Manage Custom Reports menu item visible to any client-level user in the Reports Menu.
Any client-level user can run a Custom Report, but only the user that created the report can edit the report. Supervisors cannot create Custom Reports, but they can run a Custom Report if enabled by the user creating the report.
 
IMPORTANT: Custom Reports are technically "owned" by the user that created them. If the login of the user that created the report is deleted, then the Custom Report will be deleted as well. For that reason, you may consider creating a generic client-level login strictly for Custom Reports or, if the owner of a Custom Report leaves, instead of deleting their login, instead change the password and delete the email address associated with the account.

Creating / Editing Custom Reports

Once Custom Reports have been enabled for a site, any user with access (Accountant or Client-level) can create a report using the Manage Custom Reports item under the Reports Menu.
 

A user can create and edit Custom Reports by clicking "Manage Custom Reports"
 
To create a new report, click the Add New Report button.
 
Creating the report is just a matter of selecting the fields, arranging them, and choosing whether Supervisors can access the report. You can also pre-select filtering for certain fields.

 

Presetting a Category filter to show only Regular and Overtime Hours
 
IMPORTANT: When pre-selecting filters, the All option will not be deselected. You will need to deselect ALL if you want to apply a filter to a selected field.
 
Editing a Custom Report is also done with Manage Custom Reports, just click the Modify button associated with the report. Only the user that created the report can edit the report.

Running Custom Reports

To Run a Custom Report, any user with access:
  1. Chooses Custom Reports from the Reports Menu.
  2. Selects either a pay period or a date range.
  3. Optional. Apply any additional employee filtering using the Employee Selector.
  4. Click the Title of the chosen report to run the report.

Users run a Custom Report by clicking the report title
Once the report has been generated, you can right-click the column headers for additional sorting, grouping and aggregate functions.

After running a report, a user can right-click the column headers for additional functions

Did you find this article helpful?