Report Customisation

Admins with Owner permissions can customise reports for export. This allows for easy import into their own systems such as payroll or payment software.

To customise Reports navigate to SETTINGS>PROFILES

Navigate to SETTINGS>PROFILES

Select the Profile that you wish to customise the Report for.

Selecting a profile

Click on REPORTS tab.

Click on the Reports tab

Each Profile has two reports that can be customised. One for Salaries and the other for Expenses.

Click on the salaries or expenses reports

To customise a Report click to expand the contents.

Expand or collapse report

Expanded report

Once a report is open you can ADD DATA to the report by clicking the Add Data button.

Adding data button

The list includes Job data and any customised Profile data.

Data types

You can drag and drop the data in the order you require it in the report.

Dragging and dropping data

To customise the column title just click on the edit icon.

Customising the column title

To delete a row that isn’t required in your report click the bin icon.

Deleting a column

Click SAVE to confirm your changes.

Save your changes

Itemised or Grouped Data

You can choose how the role data appears when exported, as either ITEMISED or GROUPED

Select itemised or grouped data

If ITEMISED is chosen then all the jobs that Crew have completed will be listed on separate rows.

Itemised spreadsheet

If GROUPED is chosen then all individual Crew Jobs will be combined and the total amounts will appear as a single row.

Not all data fields are available when data is grouped.

Grouped spreadsheet