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Exceptions Report

Exceptions Report

This report will display information surrounding employee exceptions. 

1) Go to Analytics > Reports > Exceptions Report

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2) The report screen shows report parameters on the left, and a report preview on the right. 

3) Choose the start and end dates of data you wish to include within the report.

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4) You may name or label your report with the 'Name' field. 

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5) Filter Employee allows you to control which groups are included or excluded from the report. 

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6) Filter Exceptions allows you to control which exceptions will be included or excluded from the report. 

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7) Approval Status allows you to control which exceptions are included in the report based on their status: Approved, Unapproved, or All Exceptions

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8) Display Fields allow you to include other employee or exception information within the report.

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9) Once you have chosen your report parameters, activate them within the report by clicking 'Apply'

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10) When you are pleased with your report parameters, you may save this version of the report to use later. Click the drop down arrow to 'Save As', or delete a previously saved version. 

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11) When you save report parameters, you must name your version, and choose the scope of who within WorkLoud has access to this version of the report. 

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12) Click 'Print Preview' to view a preview of the report. Clicking the drop down arrow and choosing 'Advanced' will allow you to toggle report formatting options.

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