TracCloudReportsPayroll02

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Revision as of 17:08, 24 April 2023 by Redrock (talk | contribs)


Payroll

This report will show you payroll grouped by the center. Consultant, hourly rate, total hours, and total compensation will be displayed.

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  • Centers
Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected.


  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Show Summary
Only show data totals, excluding details of individual records.


  • Show Consultants without Hours
Display all consultants in payroll report, those without work time will simply display as having 0.00 hours.


  • Recompute Data
This will recalculate your consultant work times to retrieve the most up to date information, but can slightly slow down processing time.


  • Show Daily Payroll Hours
Shows a day-by-day breakdown of work hours within the overall date range that you selected.


  • Show Student Visits
Include Student Visit data in report results, to view who the consultant was working with during their work hours.


  • Show Email, Mailbox, Notes
Additional consultant fields that can be included in report results if needed.


  • Show Totals Bar Chart
Adds a visual bar chart of totals to your report data.


  • Show Funds
Include fund source in results.


  • Group by Fund, Reason, Center
Group payroll report results by Fund, Reason, and/or Center.


  • Page Break
Separate consultants onto different pages when printing the HTML version of this report. Requires 'Group by' options to be unchecked.


  • Show Work Visits
Include data on the individual visits in the report itself.


  • Time Format
This determines the format of duration, a 90-minute session could display as 1.50, 01:30:00, or 01:30.


  • Round to Nearest & Round individual visits first
Round total visit time to the nearest X-minutes. You also have the ability to round individual visit durations first.


  • Additional Search
Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).



HTML
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CSV
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