๐Ÿ‘ทโ€โ™‚๏ธHelp

Introduction

This page will help you generate various kinds of reports.

Pre-requisites:

โœ”๏ธ Admin credentials

โœ”๏ธUser rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

How to generate Agent Report?

Step 1: Select 'Help' from the left side menu.

Step 2: Select 'Agent Report' from the sub-menu.

Step 3: Select the tab 'Agent Report'.

Step 4: Select the relevant details and select the button 'Download Excel' to download the report.

How to generate HR Report:

Step 1: Select 'Help' from the left side menu.

Step 2: Select 'Employee Report' from the sub-menu.

Step 3: Select the tab 'HR Report'.

Step 4: Select the relevant details and select the button 'Download Excel' to download the report.

Note: If you are unable to generate any of these reports, kindly contact us at support@pockethrms.com

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