Go to Reports > Attendance.
Select the report type (e.g., daily, monthly, detailed).
Filter by branch, department, or date/month.
Choose the format (e.g., PDF, Excel).
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
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
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.
This report provides detailed staff attendance records based on the selected time frame and is available in the SB Attendance Pro module.
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
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.
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:
Go to Attendance
Click on the attendance dashboard
Click on the staff name
Click on the download report
Choose the type of report: Employee monthly attendance report/Employee history attendance report
Choose month
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)