Personalized Reports - Generation and Export

Created by Admin Papervee, Modified on Sat, 20 Jan, 2024 at 1:06 AM by Admin Papervee

Depending on your company's specific needs, you might require different reports for various periods. To cater to every company's reporting needs, there is a "Reports" page. Through this page, you can generate customized reports with any information from your Papervee database.

Attention! Only users with the right to access the manager mode have access to this page and the functionality described. Ensure you have the necessary rights.

Types of Available Information:

In customized reports, you can choose to insert various categories of data and information. Below is a list of these:

Category	Data
Personal data	First Name
	Last Name
	Personal identification number
	Series and number of identity document
	Address
	ID card issued by
	ID card issue date
	ID card expiration date
	Working norm
	Nationality
	Place of birth
	Meal vouchers
	Legal job title
	Employment contract date
	Internal ID
	Date of birth
	Email/username
	Job title
	Phone Number
	Employment Date
	External Collaborator
	Vacation days number
	Remaining vacation days number
	Operational Manager
	Hierarchical Manager
Custom fields	Any custom field created in the Papervee account
Time	Work report for the selected period
	Tracked time
	Tracked Break
	Days worked
	Workdays
	Estimated time
	Time worked
Leaves	Vacation days
	Sick leave days
	Parental leave days
	Unpaid leave days
	Personalized leave type days
Events	Business travel days
	Leave of absence days
	Personalized event type days
Others	Remote work days
Others	Overtime

Advanced Filtering Possibilities:

To obtain the exact data you need, you have the option to filter based on certain parameters. Filtering can be done based on all the data listed in the table above, but options will only appear for data already entered in the report.

Operators for Text Data:

Contains
Does Not Contain
Is Empty
Is Not Empty

Operators for Numeric Data:

Greater Than
Greater Than or Equal To
Less Than
Less Than or Equal To
Equal To

Operators for Calendar Date Data:

Is After
Is Before
Is Equal To or Before
Is Equal To or After

When setting a filter, you have the option to link multiple properties using the “AND” or “OR” operator. A new property can be introduced in the filter by pressing the “Add a New Condition” button. Added properties can be deleted using the delete button (red trash can symbol). With the AND operator, the report will only contain users for whom each filtering statement is TRUE. With the OR operator, the report will contain users for whom at least one of the set filtering statements is TRUE.

Additionally, to set combinations of statements with different operators, you can create a new segment of statements by pressing “Add a New Segment.” Statements in a segment will use the same linking operator. An additional segment can be deleted by pressing the “Delete Segment” button.

Filters can be completely reset using the “Reset Filters” button. This will erase all segments and statements already entered.

Filters only take effect after pressing the “Apply Filters” button.

Generating and Exporting a Customized Report:

To generate a customized report, follow these steps:

Access the “Reports” page through the left-hand menu.
Click on the “Edit Columns” button and choose the time range for the report, as well as the columns you wish to include in the report. The selections are saved automatically.
If needed, click on the Advanced Filtering button and set the desired filtering parameters. To save the filters, click on “apply filters.” More details about filtering are provided above.
Your report is now generated. Continue modifying columns and filters until you reach the desired result.
To save and export the report in XLS format, press the export button in the top right corner of the table.