Creating Custom reports using Custom Fields -TotalPass

KB0170: Creating Custom reports using Custom Fields -TotalPass

Employees can be grouped together in a custom report based on the value assigned to them using Employee Custom Fields.

Solution:

Example: The customer has a 3 multi-clock system. The user wants to run a report for employees at a specific location or time clock.

1. Go to Settings | Preferences | Custom Fields Tab.
2. Create a New Title for Field 1.  In this example use: Home Department
3. Select Employee for: Assign Field 1.
4. Go to List Employees and bring up an employee.  A Home Department field will appear under Entry Method.
   Example:  You can create field values:  Location1, Location2, and Location3.
5. Assign employees the same value based on their location or clock they are punching on.
   Note:  The field value is case sensitive.
6. Go to Reports | Create Report.  The additional options should appear on the right. Select Home Department. All the field values should appear:

Select a particular location. Only employees assigned to that location will appear on the report.

Additional custom fields and values can be setup as needed.