Reports

In Analytics, there is a list of reports you can run to get more insight into your organization.

Please note that anyone with an active employee role, including managers, will have their information visible in the Schedule view and in all standard reports for that unit/section/etc. This does not apply to custom reports.

There is no limitation in the number of sheets that are generated for any of the reports, the only limit is your RAM memory. However, the time limit for generating reports is set to 1 hour. The more employees you include in a report, the longer time it will take to generate, and could therefore fail if it passes the time limit.

Since there is a need for some of the report fields to have access to historical data, the entire report searches for employees based on any role they had in the past, present, or future.

All reports will be exported in Excel (.xlsx) format.

The following tables describe these reports and their purpose as well as the default columns included in the report. Read access is required for the permissions listed (per report) below:

Schedule

Report	Description	Default columns	Access
Schedule period	View District schedule period and balance period information.	Unit, Employee name, Agreement template name, From/To date, Employment rate, Nominal hours, Total scheduled hours, Absence hours, Punched hour, Hours from today to the end of the period, Absence hours from today to the end of the period, Sum, Nominal hours diff	Scheduling
Shift staffing	General overview of the employee, their shift type and times, sections, and dates.	Badge number, Social security number, Family name, Given name, Shift type, Date, Shift, Section	Scheduling
Daily schedule	Details the shift type, employee name, shift start/end time, any scheduled breaks and which section the shift type is assigned to. You can extract the daily schedule report for up to one month at the same time. You can also sort the report on shift time. Employees can sign a printed version.	Shift type, Shift, Break 1, Break 2, Break 3, Break 4, Hours, Section, Comment, Signature	Scheduling
Schedule	Run this report if you want to have a print-out of the schedule. The schedule with shift type colors (configured in Classic), can be filtered in many different ways.	Name, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, Total, Vacation paid, Total, Pref. average vacation not paid	Scheduling, Absence, Punches
Employee hours	Over a period (day, week, month), each person’s hours and total number of hours. Many filtering options by staff and shift.	Given name, Family name, Badge number, <selected dates>, Total hours	Scheduling, Absence, Punches and People
Schedule cost	Cost in number of hours per day, week, month. Number of hours per salary type. For example, total hours, UT, OT hours. Can include salary costs and forecast variables.	First name, Last name, Badge number, Unsocial Time, Overtime, Totals <per date>, Sum, Total cost, Social cost, Leave compensation, Net cost.	Salary, Scheduling, Punches, Absence and People
Detailed schedule	Details the employee, their shift types, shift times, break time, unsocial time, overtime and extra time, and which sections and units they have worked for during a selected date range. This report will also outline the amount of time spent on tasks. Shared employees will be in the detailed report if they have shifts on the selected unit. The logic is as follows: For the selected unit, Quinyx includes the employees that have that unit selected as home unit. Shared employees are not part of the list of employees.	Date, Week <number>, Shift type, Shift, Break 1, Break 2, Break 3, Hours, Task UT-1, UT-2, UT-3, UT-4, OT-1, OT-2, Extra, Overtime 4, On call, Section, Comment, Unit	Scheduling, Absence, Punches and People
Monthly schedule	Outlines the staff scheduled shifts for a month and displays start/end time per day and totals.	Name, <dates>, total, pref	Scheduling and Absence

Time

Report	Description	Default columns	Access
Presence	Displays a summary of staff on duty and their shift times.	Date, In, Org punch in, Date, Out, Org punch out, Social security number, Name, Badge number	Scheduling and Punches
Time Tracker	Time Tracker transactions for employees during a selected period.	Given name, Family name, Badge number, Balance, Date, Total	Scheduling, Punches and People
Punched hours	Detailed report displaying punched hours per employee for a selected date range, shift types and times, and a breakdown of nominal vs. scheduled vs. absent hours. This report is useful for employees across shared units. Please note that this report will show shifts in the future period if selected, even without salary types generated in that period.	Date, Worked unit, Home unit, Home cost center, Badge number, First name, Family name, Shift type, Shift time, Punch time, Nominal, Scheduled, Diff+, Diff-, Punched, Absence, Scheduled hours diff, Diff nominal, Productive punched hours, Non-productive punched hours, Generated salary types, Sickness, Vacation, Permission, Other, Scheduled total costs, Scheduled social costs, Scheduled leave comp., Scheduled net cost, Punched total cost, Reported absences total cost, Punched social cost, Punched leave comp, Punch net cost, VAC (Time Tracker transactions), Number of scheduled shifts	Scheduling, Punches, Absence, Salary and People
Time cost	Show cost in number of hours per day, week, month. Number of hours per salary type. For example, total hours, UT, and paid OT hours. You can include staff costs and forecast variables.	First name, Last name, Badge number, <selected date range>	Salary, Scheduling, Punches, Absence and People
Payroll	Display payroll by cost center. Shows agreements, employment level, and monthly and hourly salary information. Multiple sorting options.	Shift - cost center, Timepunch - cost center, Unit, Badge number, Section - employee, First name, Last time, Leave reason, Shift, Section-shift, Agreement, Employment type, Employment level, Hourly salary, Monthly Salary, Start date, Start time, End date, End time, Scheduled hours, Punched hours, Project - punch, Attested	Scheduling, Absence, Punches and Salary
Salary details	Salary details, same as in Transfer to payroll.	Full name, Badge number, Social security number, Shift date, From, To, Salary type, Shift type, Name, Hours, Account, Cost Center, Project	Scheduling, Punches, Absence and People
Salary details per cost center	Salary details by cost center (not by employee). Total number of hours per salary type.	Cost Center, Project, Date, Salary type, Total	Scheduling, Punches, Absence and People
Summary per employee	Over a period (day, week, month), each person’s hours and total number of hours. Many filtering options by staff and shift.	Name, Badge number, Scheduled hours, Punched hours, Absence hours, Diff, UT hours, Additional time, Overtime, Flex hours	Scheduling, Punches, Absence and People
Detailed breaks and tasks	Displays a detailed view of the punched items for breaks and Tasks. This report uses the 12-hour format when displaying time and only users with agreement time setting punching in/out with breaks will have their break duration reflected in this report.	Date, Employee name, Shifts (Type, Start time, End time, Scheduled hours, Punched hours, Diff), Planned Breaks (Start time, End time, tot Hours), Punched breaks (Start time, End time, tot Hours, Diff), Scheduled tasks (YES/NO)(Type, Cost center, Start time End time, Hours), Punched Tasks (Start time, End time, Hours Diff), Compensation Pay, Waiver, Daily summary (Scheduled hours, Punched hours, Break hours, Punched break hours, Task hours, Punched task hours)	Scheduling and Punches

Staff

Report

Description

Default columns

Access

Absence

Period, reason, number of hours. No filtering.

Name, Reason, From, To, Salary based hours, Other, total hours

This report includes inactive employees as long as the employee has/had a role that is accessible to the manager in the selected period. However, employees who are not set to Employed in Quinyx on at least one date that’s within the period for which the report is run are not included in the report.

Scheduling, Absence and Salary

Absence percentage

Percentage of absences over a specified period of time.

Period, Day, First name, Last name, Badge number, Employee section, Reports to, Date, Total absence hours, Instances, Nominal hours per week, Nominal hours for the selected period, Absence %

Note that if the start date of the period this report is created for is on a date where a given employee has no valid agreement, then the main agreement of said employee on the current day will be used to fetch the nominal hours of that employee. We aim to address this in due time.

Scheduling, Absence and People

Save reports filters

You can save your filters for the Salary details, Schedule cost, and Time cost reports.

Save filter

In the side panel for the above mentioned reports, you'll now see a "Save filter" button:

After you've made your filtering options in the different drop-downs, click the Save filter button.
A new pop-up will open where you can name your filter.
Click OK to save the filter.

The filter will now be saved and added at the top of the side panel. The next time you want to use your filter, just click on the name, and all the filtering options that you've saved in that filter will be set:

Delete filter

To delete a previously saved filter, just click on the trash can icon next to the filter name, and confirm that you want to delete that filter:

Clear filters

We've also added a clear filters option in the side panel. You can use this to clear all the drop-downs from their selected values if you want to start over with your selections:

Custom report

You can also create your own custom report.

Data field	Description	Read access on
Active time	Hours of active time in the selected period	Schedule
Address 1	Address 1 field from People details	People details
Address 2	Address 2 field from People details	People details
Age	Age from People details	People details
Agreement template	Agreement template used for the employee's current main agreement	Agreement details
Auto man	Auto man checkbox in People details	People details
Availability	Availability from the employee's agreement	Agreement details
Badge no	An employee's badge number from badge number field in People details	People
Card no	An employee's card number from card number field in People details	People details
City	City from People details	People details
Cost center	Cost center selected on the person in People detail	People details
Country	Country from People details	People details
Date of birth	Date of birth entered on the person in People detail	People details
District	District selected on the person in People details	People details
Email	Email from People details	People
Emp. level	Employment level set on the employee's agreement	Agreement details
Employed	Status of employed checkbox from People details	People details
Employed by the hour	Shows if the person's agreement is set as employed by the hour	Agreement details
Employed since	Start date of the employment from People details	People details
Employee skills	Skills assigned to the person in People details	People details
Family name	Family name from People details	People
Gender	Gender selected on the person in People details	People details
Given name	Given name from People details	People
Hourly salary	Hourly salary set on the employee's agreement	Salary
Inactive time	Hours of inactive time in the selected period	Schedule
Info	Info field from People details	People details
Leave date	Leave date set on the person in People details	People details
Mobile no	Mobile number from People details	People
Monthly salary	Monthly salary set on the employee's agreement	Salary
Name as Family name, Given name	Family name and given name from People details	People
Name as Given name + Family name	Given name + family name from People details	People
Next Birthday	Date of the employee's next birthday	People details
Next of kin	Next of kin information from People details	People details
Next of kin phone no	Phone number for next of kin in People details	People details
Nominal time	Nominal time from the employee's agreement for the selected period	Agreement details
Passive	Shows status of the passive checkbox in People details	People details
Phone no	Phone number from People details	People
Rank	Rank set on the person in People details	People details
Roles	All roles that the person has or have had in the selected period	People
Reported absence	Reported absence hours in the selected period	Absence
Reports to	Selected manager in the reports to field in People details	People details
Scheduled hours	Amount of scheduled hours in the selected period	Schedule
Section	Section selected for the person in People details	People details
Send notifications by	Shows what option that is selected in the "send notifications by" field in People details	People details
Soc. security no	Social security number field from People details	People details
Staff category	Staff category selected on the person in People details	People details
Type of time reporting	Type of time reporting from the employee's agreement	Agreement details
Weekly hours	Number of weekly hours from the employee's agreement	Agreement details
Zip code	Zip code field from People details	People details
Unit	Home unit selected on the person in People details	People

Please note that the custom report is not intended to extract all the data from Quinyx in a single run. Its main purpose is for unit-by-unit reporting. For full data extractions, you can opt to have a custom report created for you by our Analytics team. Please get in touch with our Support team for more information.

Custom report filters

You can save your filter options in the custom report as a favorite filter for quick and easy access to the custom reports that you create the most.

Save a filter

In the side panel for the custom report, you'll now see a save filter button:

After you've made your filtering options in the different drop-downs, click the Save filter button.
A new pop-up will open where you can name your filter.
Click OK to save the filter.

Delete a filter

To delete a previously saved filter, just click on the trash can icon next to the filter name and confirm that you want to delete that filter:

Clear filters

We've also added a clear filters option in the side panel. You can use this to clear all the drop-downs from their selected values if you want to start over with your selections:

When a shift type is updated with a cost center and/or a project, the update will be reflected not only in the GUI but also in reports containing this information the Salary details report, for instance). Note that this will be applied when you choose to Update shifts in the Actions tab in Shift types and not by only saving the edited shift type.

Please note that if you're a multi-account manager, it is not possible to create custom reports.

Reports

Schedule

Time

Staff

Tags

Save reports filters

Save filter

Delete filter

Clear filters

Custom report

Custom report filters

Product

Quinyx

Resources

Help & Support