How to Generate Clocking Summary Reports

Summary reports showing the total clockings of your employees can be exported as PDF or Excel files for download or sent by e-mail

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago

What is the Clocking Summary report?

The clocking summary reports shows you the total clockings gathered withing a set time frame. It compiles an employee's vacation, sick, and other hours clocked, as well as any other clocking information relevant for that employee, including Sunday hours, holiday hours, and total hours. 

The report also shows the amount of expected hours the employee was to work for the selected time frame, as well as any unworked hours.

Creating a Clocking Summary report

  1. Go to Attendance > Reporting > Clocking Summary.

  2. Select your employees by ticking the boxes next to the employees' names or using filters, or leave everything as is to generate the report for all employees.

  3. Under Options, choose the Sort Order, Page Break Type, the Date From/To, whether to include Subcontracted employees or not, and whether to include Unworked Public Holiday Hours in Total Hours or not.

  4. Select group levels under Grouping.

  5. Click the Generate PDF button to create a PDF file.

The generated clocking summary report will open in a new tab in your web browser.

You can also generate a clocking details report to see all clock-in and clock-out records in a set date range.

You can create a clocking summary report in three additional file types. Hover your mouse over the arrow near the Generate PDF button to: 

  • Generate Report Viewer (generate and view the report in an online viewer).

  • Generate Merged (generate and view the report in an online viewer merged into a single, contiguous document).

  • Generate Data Only As Excel (generate the report with data as an Excel sheet).

Send Clocking Summary reports as an email

To send a PDF version of the report in an email:

  1. Go to Attendance > Reporting > Clocking Summary.

  2. Select dates for the report under Options, and select group levels under Groupings.

  3. Click Send Report in the bottom-right corner of the screen.

  4. Fill in details for the email, and then click Send Report.

If you want Indigo to remember the settings for this report in future, check 'Remember generated report settings' at the bottom of the report setup panel.

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