🔺Muster Roll Wizard

1. How to download annual attendance report?

How to download attendance for calendar year?

Path: Analytics>Reports>Attendance>Muster Roll Wizard>Select Settings>Category Add Field>add and select various details as required>Save Settings>Excel/PDF Download

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Under the ‘Attendance’ tab, click on the ‘Muster Roll Wizard’ subtab.

Step 3: ‘Select Settings’ or create new. You can also click on the ‘Add Fields’ button to add more categories as required.

Step 4: In the ‘Select Muster Roll Component’ section in ‘Default Values’ column you will see the default abbreviations or short forms for various fields in the report. You can enter custom abbreviations in the ‘Custom Values’ columns.

For example, L for Leave, R for Regularization, P for Present and more.

Step 5: In the ‘Select Count Details & Report Settings’ section, tick the checkboxes for the foe which you want count to be included in the report.

Step 6: If you want to add ‘Master’ fields, enter Order Number for it in the respective the ‘Order No’ fields.

Step 7: Select the ‘Type of Report Period’, Employee Type’ ‘Report Option’ and ‘Date’ range for an year.

Step 8: Once you selected all the details click on the ‘Save Settings’ button and click on the ‘Excel Download’ or ‘PDF Download’ button as required and the attendance report will be downloaded accordingly.

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=attendance&submodule=musterrollwizard

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