Reports allow us to view data or necessary info summarized into graphs. As you see below, Aggregate Report, gives you number of Booked, Pending, and Cancelled Hours per Area for your Staff or Client (option to select below) and their total for the set Date Range in a bar graph. This gives you an easier and neat view on the data you need.
To Access the Report
Under Reports section on the Left-Hand Menu, select Aggregate in the drop-down. Pick either you want to pull Staff or Clients' Aggregate Report, by ticking the appropriate option. Choose either you want to pull their Hours, Miles, or Allowances. Then Select Date Range.
About the Report
The rectangle bars depict the height of each variables (Hours, Mileage, Expenses), for each Area covered in the set Date Period. X-axis represents the Area, while Y-axis represents the variables. Green Bar signifies the Booked Hours (in this case), Red bar stands for the Pending, and Yello-Orange for the Cancelled Hours.
Below the Graph, you'll also see the tabular breakdown of each Area that makes up data in graph above. This can be useful if you want access to actual data instead of graphical representation. You'll see each of their number of Booked, Pending, Cancelled, and the Total Hours for selected Program Period.
You have various filter options you can use when pulling your Report:
(1) You can get Agrregate Report for Staff/Clients either thru their number of Hours, Mileage, or Expenses. Select from the drop-down which one you'd prefer and click on it.
(2) Select the Date Range. Click on the Starting Date (left calendar) and the End date of the Period you'd like to check, and then hit Apply.
If you wish to download report, just click on the lower icon of the left-hand side of the report page.
Click on the left icon, and save as excel or csv. You may now forward this via email.
To print the report, click on the other icon (right side), see above. You'll then get to the Print screen page where you can choose number of copies, pages, set up margins, etc. Click on the Print button then once ready.
Download as PDF
If you like to save report as PDF. Click on the print icon and in the print dialog box as seen below, Choose destination as 'Save as PDF'. If incase its not set as default, click on Change button and select Save as PDF. Once set, click on Save.