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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