Like all the export capabilities, Custom Exports is located in the Time Clock feature. Simply access the relevant time clock, enter the timesheets tab, select exports, and “create a new template.” Then, choose the type of report you would like to create: Timesheets or Shift Reports.

As mentioned above, when building your custom report, you can create two types of reports: Timesheets or Shift Reports. Below, we will go over both of these options and when to use which one.

In the custom export, you can build your timesheet or shift report to include all the information you want. This is done by setting all your Report Columns and Settings. Let's take a look at how to do this below.

These contain all the information that will be in your custom report. Whether it is the standard information that comes in most timesheet reports such as Name, Job, Total Shift hours, Total paid hours, or extra information such Geolocation stamps, Shift attachments, overtime, Custom Field from the user profile, or data layers from the schedule, it calls all be added to the custom report.

To activate information in your custom report, ensure it is toggled on in the report column section. Only these report columns will appear in the custom report.

In the example below you can see that I have toggled on the columns such as first name, weekly total hours, work hours, and more. I have also toggled off columns I don't want to include in the report such as phone number or email.

If you want to add a Custom Field or a Shift Layer as a column in your report, simply click on the + Add button and select the ones you want to add.

In the example below, I added the "Position" field to my column; however, in your case, it can be any user field you created in the user's profile.

Please note: If you add shift layers to the report, all existing shift layers across multiple job schedules will be displayed and available for you to include. Those layers with the same name in multiple job schedulers will be merged into one column. For example, a shift layer called "iPad" exists in two different schedulers, as illustrated below.

Since they have identical names, the two shift layers will merge into one column, so the option to select the shift layer titled "iPad" will only appear once when customizing the shift report.

Now that you toggled on the Report Column you wanted, let's talk about some more exciting customization capabilities the custom report has. Did you know that you can rename the report columns and change the format they are displayed in or reorder them to be in any order you would like? This takes report customization to the next level!

To rename a column, hover over it, click the settings icon, rename the category, and select the desired format.

For columns containing non-numerical data such as first name, last name, job, etc., the format can be set to none, uppercase, lowercase, or no space

For columns with numerical data such as work hours, total paid hours, total paid absence hours, etc., the format can be set according to your time clock settings or to a time or decimal format.

To reorder the report columns, simply drag and drop the column in the order you want it to appear.

The report settings allow you to select various criteria before exporting your Custom Report. To access the custom report settings, click on the options tab at the bottom right corner of the custom report.

There is the option to exclude users with no entries, meaning they will not be included in the Custom Report, or to include the user's name on every row and to make this report visible for users on the mobile and dashboard.

Did you create the perfect Custom Report? That's great! Now, rather than creating it each time, simply save it as a template. This will save you tons of time.

To save a Custom Report as a Template, simply select save as a template after creating your desired layout.

Now, automate the process by easily accessing your Custom Report Template whenever needed. To access a Custom Report template, simply enter the time clock and timesheets, click on exports, and your previously created Custom Report Templates will be listed there. Simply click on it, and voila! You have exported your custom report.

Every change you make while customizing your report will always appear in the export preview directly to the right of your report columns, meaning there are no surprises! You can see the exact format of custom reports before exporting them.

Once exported, your report can be opened in Excel or imported to your company's desired Payroll Software. Take a look at the finished Custom Report below.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.