The allocations return report collects all attendance exceptions - such as excess time and absence - into one report for you to use for internal review and other purposes.
The report can show both allocated and unallocated attendance exceptions. Any remaining attendance yet to be allocated is listed in the Unallocated columns of the report.
You can group the report by cost centre, department, section, or unit.
To generate an allocation return report:
In the left sidebar of Indigo, click Time and Attendance.
In the Reports sections, click Allocation return report.
Select dates for the report under Options.
Select any additional options you want in the report.
Click the Generate PDF button to generate the report.
The generated allocation return report will open in a new tab on your web browser.
To include only specific employees in your report, click the boxes next to the employees’ names before generating the report.
For a summary report only, click the Summary only box before generating the report. This will create a condensed version of the report.
To generate only unresolved allocations in the report, leave the Include Resolved box unticked.
You can create an allocation return 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 allocation return reports as a PDF file in an e-mail
To send the PDF version of the report in an e-mail:
In the left sidebar of Indigo, click Time and Attendance.
In the Reports sections, click Allocation Return.
Select dates and times for the report under 'Options'.
Select any additional details you want in the report.
Click Send Report in the bottom-right corner of the screen.
Enter the recipient's email address, then click Send Report.
If you want Indigo to remember the settings for this report for future uses, check the Remember generated report settings at the bottom of the report setup panel.
