Accessing Attendance Reports

Accessing Attendance Reports

You want to view and download detailed attendance reports to monitor employee presence, absenteeism, and work patterns. This helps in tracking productivity and preparing accurate payroll.


Below are the different types of Attendance Reports available:


Steps:
  1. Go to Reports > Attendance.

  2. Select the report type (e.g., daily, monthly, detailed).

  3. Filter by branch, department, or date/month.

  4. Choose the format (e.g., PDF, Excel).



I. Daily Attendance Report


This report includes detailed daily attendance records for each employee, with the following information:

  • Employee Name, ID, and Phone Number

  • Branch, Department, and Designation

  • Attendance Date and Status

  • Hours Worked, Late Arrival, Early Departure, and Overtime Hours

  • Notes, Punch-in Time, and Punch-out Time

  • Paid Breaks, Scheduled Start and End Times

  • Punch-in and Punch-out Locations



II. Attendance Summary Report


The monthly attendance summary report, available in XLSX format, provides a high-level overview of each employee’s attendance:

  • Employee Name, ID, and Phone Number

  • Branch, Department, and Designation

  • Summary of Attendance: Total Present, Absent, Half Day, Week Off, Holidays, Paid and Unpaid Leaves, and Payable Days



III. Detailed Attendance Report


This report offers a comprehensive monthly view of attendance data and is available in both PDF and XLSX formats:

  • PDF Format: Includes basic details (Employee Name, ID, Phone Number, etc.), scheduled working hours, attendance summary (Present, Absent, Half Day, etc.), and daily punch-in/out times along with total worked hours, late hours, early departures, and overtime.

  • XLSX Format: In addition to the PDF data, this format includes punch-in/out locations.



IV. Roster Report


This report provides detailed staff attendance records based on the selected time frame and is available in the SB Attendance Pro module.



V. Late Arrival Report


This report, available in CSV format, tracks instances of late arrivals for each employee:

  • Includes Employee Name, ID, Phone Number, Branch, Department, Designation

  • Total Late Days and Total Late Hours with date-wise late hours



VI. Leave Report


Available in XLSX format, this report details employee leave records:

  • Includes Employee Name, ID, Phone Number, Branch, Department, Designation

  • Total leaves are taken (including Week Offs, Holidays, Paid and Unpaid Leaves) over a specified period. For example, a report generated for June would include leave data from January to June.



VII. Overtime Report


Tracks overtime records for each employee, available in XLSX format:

  • Includes Employee Name, ID, Phone Number, Branch, Department, Designation

  • Total Overtime Hours with a date-wise breakdown

  • All the above reports are available on both the web and Android/IOS. Web: Click on reports on the left column below CRM > Select the report type and generate. Android



VIII. Employee Attendance Report


This report includes detailed attendance records for an employee and can be accessed with a few simple steps:

  1. Go to Attendance

  2. Click on the attendance dashboard

  3. Click on the staff name

  4. Click on the download report

  5. Choose the type of report: Employee monthly attendance report/Employee history attendance report

  6. Choose month

  7. Download and view


Note: All the above Attendance Reports, except for the Roster Report, are available in the SB Attendance Lite module.



Access Permissions for Attendance Reports


The following user roles can download attendance reports:

  • Admins

  • Branch Admins (limited to their respective branches and departments)

  • Advanced Attendance Managers (limited to their respective branches and departments)

  • Chartered Accountants (CA)

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