Running Reports in InfoTime
Created by Dylan Marriott, Modified on Mon, 27 Mar 2023 at 05:55 PM by Dylan Marriott
InfoTime offers multiple options for accessing reports, including the ability to receive them via email or to download them directly. In this guide, we will walk you through the steps to add a report to the queue and retrieve it once it's ready for viewing.
TABLE OF CONTENTS
- Step 1 - Navigating to Reports
- Step 3 - Fill in the required details
- Step 4 - Adding the report to the queue
- Step 5 - Checking the New Report Notification
- Step 6 - Saving the report
To begin, you'll need to locate the list of reports in InfoTime software. This can be found in the Main Menu of the Software.
Simply hover your cursor over the Reports menu option, and a drop-down list of available reports will be displayed.
To help you visualize this process, we have highlighted the Reports menu option in the screenshot below:
In the reports section, you'll be able to see a list of available reports. You'll need to select the specific report you want to run.
Many reports in InfoTime require specific parameters to be entered before the data can be generated. In the following example, we will demonstrate how to run the Employee Timesheet - Custom Date Range report.
Please note that the parameters required may differ depending on the report you wish to generate.
Generating reports in InfoTime can take a some amount of time, particularly when dealing with large data sets. To avoid having to wait for the report to generate, InfoTime operates by adding report requests to a queue.
Once the report is ready, you will receive a notification on your dashboard. This means you don't have to remain on the report generation page and can continue with other tasks while the report is being generated.
To check whether your report is ready, simply navigate to the Dashboard section of the InfoTime Software. If there are reports available for viewing, you will see an entry on the left-hand side labeled 'New Reports: X'. The number X represents the quantity of unviewed reports that are ready to be accessed.
To view the list of available reports, simply click on the number displayed. We have highlighted this option in the screenshot below for your reference:
After navigating to the "All Reports" screen, you will notice an "Action" tab that includes a button resembling an eye or download icon. This button is highlighted in red in the screenshot provided.
Clicking on either the view or download button will allow you to access the report in the desired format. Selecting the view option will enable you to view the report on your screen, while selecting the download option will prompt you to save the report to your computer. Once downloaded, you can save the report to your local drive for future reference.
In conclusion, generating and downloading reports in InfoTime software can be a useful tool to help you track your business operations. By following the steps outlined above, you can run reports and view or download them as needed. If you encounter any issues or have any questions about the process, our support team is available to provide further assistance. Don't hesitate to reach out to us for help.
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