Documentation

Reporting Center

Generate comprehensive reports across 8 categories with flexible filters, multiple export formats, and an executive dashboard for organizational insights.

Report Types

The Reporting Center provides 8 pre-built report categories covering all aspects of workforce management. Navigate to Workforce > Reports.

1. Employee Report

Complete staff listing with demographic and employment data:

  • Staff count by status (Active, On Leave, Suspended, Terminated)
  • Headcount by department and branch
  • Employment type distribution
  • Tenure analysis (average length of service)
  • New hires and terminations for the period
  • Gender and age distribution

2. Attendance Report

  • Daily, weekly, and monthly attendance summaries
  • On-time vs. late arrival percentages
  • Absence rates by department
  • Individual attendance records with clock-in/out times
  • Overtime hours tracking
  • Geolocation compliance (percentage clocking in from valid locations)

3. Leave Report

  • Leave utilization rates by type (Annual, Sick, Maternity, etc.)
  • Leave balance summaries per staff member
  • Pending leave requests requiring approval
  • Leave patterns and trends
  • Department impact analysis (days lost to leave)

4. Payroll Report

  • Total payroll cost by period
  • Department-level salary expenditure
  • Salary grade distribution
  • Payroll run history with approval status
  • Tax and pension contribution summaries
  • Bank schedule for disbursement

5. Training Report

  • Assessment completion rates
  • Average scores by department and assessment
  • Compliance certification status (valid, expiring, expired)
  • Training hours per staff member
  • Question difficulty analysis
  • Pass/fail rates by assessment type

6. Department Report

  • Per-department breakdown of headcount, attendance, performance, and costs
  • Department growth trends
  • Inter-department transfer history
  • Vacancy and capacity analysis

7. Branch Report

  • Multi-branch comparison across all metrics
  • Branch-level staffing levels
  • Attendance comparison between branches
  • Asset distribution by branch
  • Branch-specific compliance status

8. Compliance Report

  • Certification status across all staff (valid/expiring/expired/missing)
  • Regulatory compliance gaps
  • Document expiry alerts summary
  • Audit trail of compliance-related actions
  • Risk assessment based on missing certifications

Export Formats

All reports can be exported in three formats:

  • PDF — Formatted, print-ready document with charts and tables. Includes organization header and generation timestamp.
  • Excel (.xlsx) — Full data export with multiple sheets for different data sections. Includes formulas for subtotals.
  • CSV — Raw data export suitable for import into other systems or custom analysis.

Filtering Options

Apply filters before generating any report:

  • Date Range — Custom start and end dates, or presets (This Month, Last Month, This Quarter, This Year)
  • Department — Single or multiple department selection
  • Branch — Single or multiple branch selection
  • Staff Status — Include/exclude by employment status
  • Employment Type — Filter by Full-time, Part-time, Contract, Intern
Save frequently used filter combinations as "Report Templates" for one-click generation of regular reports.

Executive Dashboard

The executive dashboard (Reports > Dashboard) provides a single-screen overview of organizational health:

  • Total headcount with month-over-month change
  • Today's attendance rate (real-time)
  • Open leave requests pending approval
  • Upcoming certification expirations (next 30 days)
  • Monthly payroll cost trend (6-month chart)
  • Department-level performance scores
  • Asset utilization rate
  • Recent hires and terminations

Dashboard widgets are interactive — click any metric to drill down into the detailed report.

Executive dashboard access should be restricted to senior management. Configure this in Access Policies.