Summary report. What report is this?

The Summary report is a consolidated view comparing planned versus worked hours in the selected period. It includes totals for hours worked, absences, hours bank, overtime and night additional.

It is especially useful for month‑end closing and for sharing information with your accountant.

1. Access the report

   • Click Reports and choose Summary.
     
     

2. Select employees

   • Use the search field to select a group of people based on the Company Structure. Enter the full name or part of the structure name; Wait for the results to be displayed; Check the type shown below the name, such as Department or Cost center; Select the desired option;

     • To include everyone, keep the default All employees selection or select All.
       
       

3. Set the period

   • Select the start and end dates (e.g., Feb 01 – Feb 28).

   • The period can be selected according to the closing period configured in the Payment Groups.

   • For a custom period, such as one covering more than one month, use the Download custom period option in the upper-right corner of the screen.

     • The custom period report can include a period starting no more than 12 months before the current date. For example, on 07/28/2026, the earliest available start date will be 07/28/2025. The system itself prevents selecting dates before this limit. If you need to export a longer period, contact our Support team.
       
       

4. Generate the report

   • Click Generate to view the summary.
     
     

5. Choose the columns

   1. Click the Columns icon to pick which data to display.

   2. You can include planned hours, worked hours, absences, banked hours, extra hours, night shifts and more.
      
      

6. Export

   • To export the selected view, click the download button on the right and choose the format (PDF, CSV, or XLSX).

   • To download custom periods (different from payroll periods), use the Download custom period option.
     
     

Tips or troubleshooting

• Use this report at month‑end to compare planned versus worked hours.

• If no data appears, check the period and selected employees.

Best practices

• Monthly review: use the summary during payroll closing to verify hours and absences.

• Sharing: export to PDF or CSV and send to your accountant or HR.

• Customization: select only the needed columns to simplify analysis.

Frequently Asked Questions

1. Does the Summary show individual punches?
   No. It shows only totals and comparisons of hours. Use other reports (Clock Ins report or Payroll report) for detailed punches.

2. Can I export a different period than a month?
   Yes. Use the Download custom period button and set the interval.

3. Who can access the Summary?
   Administrators, Supervisors and the employee (for their own data).