Accessing Attendance Reports

You want to view and download detailed attendance reports to monitor employee presence, absenteeism, and work patterns. This helps in tracking productivity and preparing accurate payroll. #

Below are the different types of Attendance Reports available: #

Steps:

1. Go to Reports > Attendance.
2. Select the report type (e.g., daily, monthly, detailed).
3. Filter by branch, department, or date/month.
4. Choose the format (e.g., PDF, Excel).

I. Daily Attendance Report #

This report includes detailed daily attendance records for each employee, with the following information:

• Employee Name, ID, and Phone Number
• Branch, Department, and Designation
• Attendance Date and Status
• Hours Worked, Late Arrival, Early Departure, and Overtime Hours
• Notes, Punch-in Time, and Punch-out Time
• Paid Breaks, Scheduled Start and End Times
• Punch-in and Punch-out Locations

II. Attendance Summary Report #

The monthly attendance summary report, available in XLSX format, provides a high-level overview of each employee’s attendance:

• Employee Name, ID, and Phone Number
• Branch, Department, and Designation
• Summary of Attendance: Total Present, Absent, Half Day, Week Off, Holidays, Paid and Unpaid Leaves, and Payable Days

III. Detailed Attendance Report #

This report offers a comprehensive monthly view of attendance data and is available in both PDF and XLSX formats:

• PDF Format: Includes basic details (Employee Name, ID, Phone Number, etc.), scheduled working hours, attendance summary (Present, Absent, Half Day, etc.), and daily punch-in/out times along with total worked hours, late hours, early departures, and overtime.
• XLSX Format: In addition to the PDF data, this format includes punch-in/out locations.

IV. Roster Report #

This report provides detailed staff attendance records based on the selected time frame and is available in the SB Attendance Pro module.

V. Late Arrival Report #

This report, available in CSV format, tracks instances of late arrivals for each employee:

• Includes Employee Name, ID, Phone Number, Branch, Department, Designation
• Total Late Days and Total Late Hours with date-wise late hours

VI. Leave Report #

Available in XLSX format, this report details employee leave records:

• Includes Employee Name, ID, Phone Number, Branch, Department, Designation
• Total leaves are taken (including Week Offs, Holidays, Paid and Unpaid Leaves) over a specified period. For example, a report generated for June would include leave data from January to June.

VII. Overtime Report #

Tracks overtime records for each employee, available in XLSX format:

• Includes Employee Name, ID, Phone Number, Branch, Department, Designation
• Total Overtime Hours with a date-wise breakdown
• All the above reports are available on both the web and Android/IOS. Web: Click on reports on the left column below CRM > Select the report type and generate. Android

VIII. Employee Attendance Report #

This report includes detailed attendance records for an employee and can be accessed with a few simple steps:

1. Go to Attendance
2. Click on the attendance dashboard
3. Click on the staff name
4. Click on the download report
5. Choose the type of report: Employee monthly attendance report/Employee history attendance report
6. Choose month
7. Download and view

Note: All the above Attendance Reports, except for the Roster Report, are available in the SB Attendance Lite module.

Access Permissions for Attendance Reports #

The following user roles can download attendance reports:

• Admins
• Branch Admins (limited to their respective branches and departments)
• Advanced Attendance Managers (limited to their respective branches and departments)
• Chartered Accountants (CA)

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