Reporting

Questions Related to Reporting

Introduction

This page provides step-by-step answers to the FAQs related to reporting.

Pre-requisites:

​✔ Admin credentials

​✔ User rights

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

FAQs

1. How to Generate Leave Muster Roll Wizard?

Step 1: Log into the cloud portal, click on the 'Analytics' menu, and select the ‘Reports’ sub-menu.

Step 2: Select the ‘Attendance’ tab’.

Step 3: Click on the ‘Muster Roll Wizard’ sub-tab.

Step 4: Click on the ‘Add Field’ button under the 'Select Category' section.

Step 5: Select the required categories and click on the 'Save' button. You can click on the 'Select all' or 'Deselect all' radio buttons to select or deselect all categories respectively.

Step 6: Select the values you wish to display in the report by checking the boxes against the count.

Step 7: You can change the ‘Default Values’ and fill in the ‘Custom Values’ if required for the ‘Muster Roll Component’.

Step 8: Select the ‘Type of Report Period’, ‘Employee Type’, ‘Report Option’, as well as the 'Month’ and 'Year'.

Step 9: You can download the Muster Roll Wizard from the section displayed below.

Note: If you are unable to make changes related to reporting, kindly contact us at support@pockethrms.com

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