Accessing the Tool

Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.

1. Click on the Interactive Reports Icon from the left menu bar. 

2. On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.

Employee Hours

Displays total time worked by employees based on punches in the POS in a given time frame with the ability to filter by Employee, Departments, and Employee Groups. Can choose a start day for the week, Rules for Overtime, and the Overtime Rate. Can sort by Employee, Job code and Work Week.

To run the Employee Hours, choose the report from the Employees Dropdown,

1. Enter Start Date.

2. Choose which Employees to include.

3. Choose the Job Codes.

4. Select the day that the Week Starts on.

5. Set the Overtime Rules.

6. Choose the Sort By.

7. Enter End Date.

8. Choose the Departments.

9. Choose the Employee Groups.

10. Set the Overtime Rate.

11. Choose the Detail Level.

12. Choose any of the Inclusion Options:

    1. Open Shifts.

    2. Balance Sheet Departments.

    3. Rates.

    4. Sales.

    5. Gratuity.

    6. Service Charge

13. Select View Report.

In this example we ran the report for two months, and sorted by employee with a detail level of employee. We chose to include all of the Inclusion Options. The columns we see are; Total Time Worked, Deducted Time, Net Time Worked, Hrs/Mins Worked, Overtime Worked, Rate, Add. Grat, Service Charge, Wages, and Sales.

Employee Hours Audit

Provides audit details for an employee pinches' during a specific time frame with the ability to filter by Employee, Changed By, and Job Codes. Can group by Employees or Job Code. 

To run the Employee Hours Audit, choose the report from the Employees Dropdown,

1. Enter Date Range.

2. Choose the Employeesto run the audit for.

3. Choose the Detail Level.

4. Select the Changed By.

5. Determine how to Group By.

6. Select the Job Codes.

7. Select View Report.

In this example we ran the report for a month, using all employees and job codes. We have grouped the report by employee and have chosen to fully expand using the “Details” detail level. We see the Employee, the person who made the change, the original clock in, clock out and job code as well as the new clock in, clock out and job code.

Employee List

Provides a list of all Employees and birthday with the ability to filter by Employee Group or Job Code. Can be grouped by Employee Group or Job code.

To run the Employee List, choose the report from the Employee Dropdown,

1. Choose the Employee Group.

2. Choose how to the report should be Grouped By.

3. Select the Job Code.

4. Choose the Detail Level.

5. Select View Report.

In this example we chose all employees and job codes and grouped by employee group. We chose to run the report fully expanded using the Employee detail level. We see the Employee Group, Employee Name, and the Employee’s Birthday if it is set on their employee profile.