Check-In / Check-Out Dashboard and Report
- Meenakshi Razdan
Introduction
The Check-In / Check-Out Dashboard and Report provides all the shift details to analyse the variance between the set shift timing with the actual Check-In / Check-Out timings for the specified period in an informative and interactive way with graphical representations.
Based on the selected filters, two charts i.e. Shift Details Report chart and Check-In / Check-Out Report chart are displayed with detailed data in tabular form. The Shift Details Report chart displays all the shifts booked for the particular time period with the Service Location selected (as per the filters) and the Check-In / Check-Out Report chart displays all the shifts with the Check-In / Check-Out Details (as per the filters).
The user can also easily export and download the report in PDF and CSV format to analyse and identify the actual Check-In / Check-Out shift details against the provided shift timings.
How to Access Check-In / Check-Out Dashboard and Report?
To access Check-In / Check-Out Dashboard and Report:
Click Reports → Booking Reports → Check-In / Check-Out Dashboard and Report and the Check-In / Check-Out Dashboard and Report page opens
Check-In / Check-Out Dashboard and Report
The Check-In / Check-Out Dashboard and Report shows the charts and the detailed tabular report based on the Check-In and Check-Out performed by the members in their corresponding shifts. By default, the charts and tabular reports are displayed on the basis of the default filters selected.
The Check-In / Check-Out Dashboard and Report are generated based on the options selected in the filters. To generate the Check-In / Check-Out Dashboard and Report:
Provide the required filters i.e. Time Period, From Date, To Date, Service Location, and Allowed Exemption.
Click Apply and the charts and reports are generated accordingly
You can download the Shift Details Report and Check-In / Check-Out Report by clicking the Download Report in PDF and CSV formats respectively
Click Exit to go back to the Reports
Field Name | Description |
|---|---|
Time Period | Select the Time Period option according to which the report will be generated. By default, 'Last 7 Days' option is selected. In the Time Period, the options available are:
The maximum date range selection for the Custom report is 31 days. |
From Date | Select the start date of the report. You need to select From Date for the Custom option only and this field is deactivated for Last 7 Days, Last Week, and Last Fortnight options. |
To Date | Select the end date of the report. You need to select To Date for the Custom option only and this field is deactivated for Last 7 Days, Last Week, and Last Fortnight options. |
Service Location | Select the required Service Location. The report will be generated for the selected Service Location(s). In case the Service Location(s) is not selected, the report for all the available Service Location(s) are generated. |
Allowed Exemption (mins) | Select the minutes to calculate the Check-In / Check-Out discrepancy. By default, selected Allowed Exemption is 10 minutes and can range from 0 to 60 minutes. The shifts that are within the allowed exemption limit, considering both Check-In and Check-Out will be considered on-time shifts. For example: If the Allowed Exemption is set as 10 minutes, and the difference between shift start time and Check-In time is more than 10 minutes, the discrepancy in the Check-In time will be reported. In this case the Check-In time is greater than the shift start time (late Check-In). Similarly, in case the difference between the shift end time and Check-Out time is more than 10 minutes, discrepancy in the Check-Out time will be reported. In this case end time is greater than Check-Out time (early Check-Out). |
Charts
Based on the selected filter, the Shift Details Chart and Check-In / Check-Out Report Chart are displayed.
By default, both charts display the data with the Time Period as ‘Last 7 Days’ and Allowed Exemption as '10 mins'
If the Time Period is selected as ‘Last 7 Days’ or ‘Last Week’, the chart is represented day-wise, i.e. Monday, Tuesday, Wednesday, and so on
If the Time Period is selected as ‘Last Fortnight’ or ‘Custom’, the chart is represented week-wise, i.e. Week 1, Week 2, Week 3, and so on
Shift Details Report Chart
This chart includes all the shifts booked for the particular time period and Service Location selected (as per the filters). Two types of charts can be generated i.e. Bar Chart and Line Chart, and by default, Bar Chart is displayed.
The parameters displayed in the chart include:
Total Booked Shifts: All the shifts booked as per the filters
All Shifts with Check-In / Check-Out Details: All the shifts with Check-In / Check-Out Details as per the filters
All Shifts with Missed Check-In / Check-Out Details: All the shifts with missing Check-In / Check-Out Details as per the filters
Check-In / Check-Out Report Chart
This chart includes all the shifts having the Check-In / Check-Out Details (as per the filters). Two types of charts can be generated i.e. Bar Chart and Line Chart, and by default, Line Chart is displayed.
The parameters displayed in the chart include:
All Shifts with Check-In / Check-Out Details: All the shifts with Check-In / Check-Out Details as per the filters
All On-Time Shifts: All shifts that are within the Allowed Exemption limit criteria
All Shifts with Check-In / Check-Out Discrepancy: All the shifts with either Late Check-In or Early Check-Out or Both
By default, the Shift Details Report chart is selected and highlighted with a blue coloured outline.
Tabular Report
This shows all the shift details in a tabular format as per the selected filters and based on the selected chart i.e. Shift Details Report chart or Check-In / Check-Out Details chart.
The Report shows the Service Location, Delivery Location, Member Name, Employee Id, Shift Date, Shift Status, Start Time, Check-In Date/Time, End Time, Check-Out Date/Time, and Check-In / Check-Out Status.
The Shift Status is shown as Shift Booked or Timesheet Submitted
The Check-In / Check-Out Status is shown as Late Check In, Early Check Out, Discrepancy, Missed, and On Time
The Start Time, Check-In Date/Time, End Time, and Check-Out Date/Time shows the shift timing with the actual Check-In / Check-Out Time
By default, Shift Details Report data will be displayed
Download Report
Based on the selected filters for the Check-In / Check-Out Dashboard and Report, you can download the report in two available formats i.e. PDF format or CSV format.
PDF Format
The figure below shows the Check-In / Check-Out Dashboard and Report in the PDF format generated based on the selected Filters.
CSV Format
The figure below shows the Check-In / Check-Out Dashboard and Report in the CSV format generated based on the selected Filters.
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