- Tap the icon to in the upper right corner of the app to open it, then tap the Reports option.
- The Reports menu opens. Tap the Labor Reports option, then tap Payroll Report.
- The Payroll Report screen opens. Choose from the following three reports: Standard, Summary, or Comprehensive Labor and Equipment.
a. Standard Report:
- Choose a report format from the dropdown menu. Standard reports are available as a CSV, PDF, or QuickBooks Desktop (IIF) file.
- Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.
- In this report time entries will be summarized daily by employee, project, and wage type for the specified date range.
- Time entry details including employee name/ID, project name/ID, total duration, wage type, and daily approval status are all displayed in the report.
b. Summary View Report
- Choose a report format from the dropdown menu. Summary reports are available as a CSV or QuickBooks Desktop (IIF) file.
- Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.
- In this report time entries will be by employee and wage type for the specified date range.
- Entries are not displayed daily or by project in this view.
c. Comprehensive Labor and Equipment Report:
- Choose a report format from the dropdown menu. Comprehensive Labor & Equipment reports are available as a CSV file.
- Select a time period from the dropdown menu. This will determine the dates for time entries shown in your report.
- In this report labor time entries and equipment operation times are consolidated by employee/operator.
- Entries are summarized by project, by day, by cost code, then by equipment.
- Details include employee name/ID, project name/ID, cost code name/#, total hour duration, and equipment details.
- Note that if there are overlapping equipment time entries in this report, only the manual time entries will be used. (E.g. there is an auto-entry from 8am-10am and a manual entry for that same day from 8am-5pm--only the manual entry will be reflected in the report).
- Tap the Checkmark button to proceed, or the "X" button to cancel.
- If proceeding with a PDF report, it will open in a separate tab (see first example below). If proceeding with a CSV or IIF report, it will download to your device (see second example below).
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