The Submitted Reports Report provides an overview of all reports submitted by guards while on duty at various work sites. This high-level report eliminates the need to search through individual client or employee profiles, allowing for a more streamlined review process. The report includes the following details:
- Report Type: The type of report submitted (e.g., daily activity report, incident report, checkpoints scanned report).
- Employee Name: The name of the employee who submitted the report.
- Branch Association: The branch or location to which the employee is assigned.
- Account/Client Name: The name of the client or account associated with the work site.
- Work Site (Post Location): The specific location or site where the guard was assigned.
- Submission Date: The date when the report was submitted.
- Download/View Options: The ability to view or download individual reports, or export the data in Excel or PDF format for further analysis or storage.
This report is helpful for efficiently tracking and reviewing reports submitted by employees, ensuring quick access to important information without the need to navigate through multiple profiles.
How to build it...
If you are seeking to create an Active Employees Report, click the tab "Human Resources", you will see the option "Submitted Report"; open the section and you will see the filters for you to input the information desired for the system to build the report.
Filters it contains:
- Report Type
- Branch = Single Selection
- Account = Single or Multiple Selection
- Post Location = All or Single Selection
- Employees = All or Single Selection
- Date Range
Once you set the filters required to sort the information you input, click the blue button "Generate report" that is below the filters, the report will automatically generated giving the options to "Export all in Excel" or "Export all in PDF" and download to your device in the desired format.