How do Reports and Analytics updates work, and when should you use D-1?

Data in Reports and Analytics is not updated at the same interval.

• Reports display data updated in real time, based on the information available on the platform when the report is generated;
• Analytics is updated every 3 hours, so a recent change may take some time to appear in the dashboards.

This difference is especially important when analyzing Hours Bank, Missing Hours, and other indicators that may change while the current workday is still in progress.

For management analyses performed during the workday, a good practice is to use D-1, meaning that the data is analyzed only through the previous day.

How are Reports updated?

Reports use the platform's current information at the time they are generated.

This means that changes such as punch corrections and record updates can be reflected immediately when the report is generated again.

However, when the selected period includes the current day, the data available at that moment will also be considered.

If the employee has not yet completed their Schedule, the day's result may be incomplete.

For example:

• The Schedule includes 8 planned work hours;
• The report is generated in the morning;
• The employee has not yet completed the planned hours;
• The current result may show negative hours;
• By the end of the Schedule, this result may change.

Therefore, a report generated during the workday should not necessarily be interpreted as the final result for that day.

How is Analytics updated?

Analytics data is not updated in real time.

The dashboards are updated every 3 hours. Therefore, recent changes made on the platform may not yet be available in Analytics.

This means that:

• A punch corrected now may take some time to appear;
• A recent approval may not yet have been considered;
• A result displayed in Analytics may represent the most recent completed update rather than the situation at this exact moment.

When comparing Analytics and Reports, always consider this difference in update intervals.

Why use D-1?

D-1 means analyzing data only through the previous day.

For example, if today is the 20th, a D-1 analysis uses the 19th as the end date.

This practice is especially useful when you want to review consolidated information, such as the Hours Bank, without including a Schedule that is still in progress.

When using D-1:

• The current day does not affect the analysis;
• Schedules that are still incomplete are excluded from the period;
• Temporary negative hours from the current day do not affect the result;
• Comparisons between employees and teams use completed days;
• Daily monitoring becomes more consistent.

Hours Bank example

Suppose today is the 20th.

During the morning, an employee has not yet completed their Schedule. If the analysis includes the 20th, the Hours Bank may temporarily show a negative result.

To check the balance without considering the current workday, use:

• Start date: 1st;
• End date: 19th.

This way, the analysis includes only previous days.

On the following day, the period can be updated again to end on the 20th.

Option 1: use D-1 in the Summary report

In Summary, a custom period is generated using Download custom period, available in the upper-right corner of the screen.

To analyze data using D-1:

1. Go to Reports;
2. Open Summary;
3. Click Download custom period in the upper-right corner;
4. Select the desired employees or groups;
5. Under Select period, enter the start and end dates;
6. Use the previous day as the end date;
7. Select the columns you want to include;
8. Click Generate to download the report.

For example, if today is 08/20, use the period from 08/01 to 08/19 to analyze the current month using D-1.

Important: the custom period report can include a period starting no more than 12 months before the current date. The system prevents selecting a start date before this limit.

Because Reports are updated in real time, this option is recommended when you need to immediately review the data currently available on the platform while excluding the current day so that an incomplete Schedule does not affect the analysis.

Option 2: use D-1 in Analytics

The same concept can be applied to Analytics dashboards.

1. Go to Analytics;
2. Open the dashboard you want to analyze;
3. Apply the period filter;
4. Use the previous day as the end date;
5. Apply any other required filters;
6. Review the indicators.

For Hours Bank analyses, use the corresponding dashboard and limit the period to D-1.

Important: even when using D-1, remember that Analytics is updated every 3 hours. A recent correction made to a previous day may not appear until the next update.

When should I use Reports or Analytics?

Use Reports when you need to immediately review the platform's current information.

They are more appropriate when:

• A correction has just been made;
• You need to validate an updated result;
• You need to use a specific custom period;
• The information will be reviewed immediately after adjustments to the records.

Use Analytics when the goal is to monitor indicators and analyze data from a management perspective.

It is more appropriate for:

• Hours Bank monitoring;
• Comparisons between groups;
• Indicator analysis;
• Trend monitoring;
• Consolidated views using the available filters.

Comparing Reports and Analytics

Tips and troubleshooting

• The Hours Bank is more negative than expected during the day: exclude the current day and analyze the data using D-1;
• I just corrected a punch and need to check the result: use a Report because the data is updated in real time;
• The correction appears in the Report but not yet in Analytics: wait for the next Analytics update, which occurs every 3 hours;
• I need to monitor the current month every day: use the first day of the month as the start date and the previous day as the end date;
• The values in Reports and Analytics are different: confirm that both use the same period and consider the Analytics update interval;
• I only want to analyze completed days: use D-1 as the end date.

Best practices

• Use D-1 for analyses performed while the current day is still in progress;
• Use the same period when comparing Reports and Analytics;
• Use Reports when you need to validate changes immediately;
• Consider the 3-hour update interval before validating a correction through Analytics;
• For daily monitoring, always update the end date to the previous day;
• Record the period used when sharing results with other people;
• When analyzing Hours Bank, avoid treating a balance that includes an ongoing Schedule as final.

Frequently asked questions

1. Are Reports updated in real time?
   Yes. When you generate a report again, it uses the information currently available on the platform.
2. Is Analytics updated in real time?
   No. Analytics data is updated every 3 hours.
3. Why can a Report show a different value from Analytics?
   One possible reason is the update interval. Reports use current data, while Analytics may still be displaying the most recent completed update.
4. What does D-1 mean?
   It means using the previous day as the analysis end date. If today is the 20th, D-1 corresponds to the 19th.
5. Why is D-1 recommended for Hours Bank?
   Because the current day may not yet be complete. While the Schedule is still in progress, hours that have not yet been worked may temporarily appear as negative.
6. How do I check Hours Bank using D-1 in Summary?
   Use a custom period and enter the previous day as the end date.
7. Can I use D-1 in Analytics?
   Yes. Set the dashboard period to end on the previous day.
8. I corrected a punch just now, but Analytics has not changed. Is there a problem?
   Not necessarily. Because Analytics is updated every 3 hours, wait for the next update. To check the result immediately, use a Report.
9. Is D-1 mandatory?
   No. It is a recommended practice when you want to analyze only completed days and prevent the current workday from affecting the results.
10. Can I use this practice for indicators other than Hours Bank?
    Yes. D-1 can be used whenever it is important to exclude a Schedule that is still in progress from the analysis.