TracCloud Report: Payroll: Difference between revisions

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{{#lst:Template:TracCloudReportsDescriptions|Centers}}
 
{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowSummary}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowWithoutHours_Payroll}}
 
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{{#lst:Template:TracCloudReportsDescriptions|DailyTime_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|MailboxNotes_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowTotalsChart}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowFund_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|GroupFund_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowVisits_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|VisitTimeFormat}}
 
{{#lst:Template:TracCloudReportsDescriptions|Round_Payroll}}
 
{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}
 
{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}
 
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<hr>
<b><big>CSV Export</b></big><br>
<b><big>HTML</b></big><br>
<i>CSV Raw Data</i> is also available to provide the payroll information without groupings/totals.<br>
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<br><br>
<b><big>CSV</b></big><br>
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[[File:3358839.png|800px]]


Revision as of 15:20, 27 April 2022

Payroll

• Consultant Additional Detail Listing

• Payroll


Payroll

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

File:1018279.png


  • 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 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.


  • Show Work Visits
Include data on the individual visits in the report itself. If enabled, you will also be able to include notes from the work visit record in the report results by checking Show Work Notes.


  • 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
8640374.png

CSV
3358839.png


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