Complete guide to accessing, generating, and analyzing comprehensive company reports in EasyDo 365

Viewing Company Reports

The comprehensive reporting system in EasyDo 365 transforms raw organizational data into actionable insights, enabling informed decision-making at every level of your business. From attendance tracking and sales performance to operational expenses and employee ratings, the reports section consolidates critical business metrics into easy-to-understand formats that can be viewed on mobile devices, saved for offline access, or shared with stakeholders.

Unlike basic report viewing tools, EasyDo's reporting system offers dynamic filtering, customizable date ranges, multi-branch comparison, employee-specific analysis, and flexible export options. Whether you're preparing for a board meeting, conducting a monthly review, analyzing trends, or investigating specific issues, the reporting interface provides the depth and flexibility needed for professional business analysis.

This comprehensive guide will walk you through accessing all available reports, using advanced filtering options, interpreting report data, exporting and sharing reports, and leveraging insights to drive better business outcomes. You'll learn how to generate attendance reports, sales registers, approval summaries, salary statements, performance ratings, task analytics, and operational expense reports with precision and efficiency.

Video Tutorial

Prerequisites

To access company reports, you need:

An active EasyDo 365 account with administrative or managerial privileges
Access to the company dashboard
Proper reporting permissions (varies by report type)
At least one branch configured in your organization
Sufficient data in the system for meaningful reporting

Accessing the Reports Section

Launch EasyDo Tasks App

Open the EasyDo Tasks application on your mobile device.

Ensure you're logged in with an account that has appropriate administrative or reporting permissions.

Navigate to Company Tab

From the main screen, locate and tap on the Company tab.

This tab provides access to all organizational management and reporting features.

Open Company Dashboard

Within the Company tab, tap on Company Dashboard.

The Company Dashboard serves as your central hub for accessing all administrative functions, including comprehensive reporting tools.

Access Reports Section

In the Company Dashboard, scroll through the available modules and tap on Reports.

The report menu will appear, displaying all available company reporting options.

Available Report Types

The Reports section provides access to several comprehensive report categories:

1. Attendance Report

Purpose: Track employee attendance patterns, punctuality, and presence

Key Metrics:

Daily attendance status (present, absent, late)
Work hours logged
Time-in and time-out records
Leave and absence tracking
Overtime calculations
Attendance percentage and trends

Use Cases:

Payroll processing
Performance evaluations
Compliance documentation
Identifying attendance issues
Planning workforce availability

2. Sales Report

Purpose: Analyze sales performance, track revenue, and monitor sales activities

Key Metrics:

Sales transactions and volume
Revenue by period, branch, or employee
Product or service performance
Sales targets vs. actuals
Customer acquisition metrics
Sales pipeline status

Use Cases:

Commission calculations
Performance reviews
Strategic planning
Territory analysis
Trend identification

3. Approval Report

Purpose: Monitor approval workflows, pending requests, and decision patterns

Key Metrics:

Pending approval requests
Approved vs. rejected counts
Approval turnaround times
Request types and categories
Approval authority utilization
Bottleneck identification

Use Cases:

Workflow optimization
Authority delegation decisions
Process efficiency analysis
Compliance tracking
Budget management

4. Operational Expense Report

Purpose: Track and analyze business operational expenses across categories

Key Metrics:

Expense categories and amounts
Budget vs. actual spending
Expense trends over time
Department-wise expenses
Vendor payment tracking
Cost center analysis

Use Cases:

Budget planning and management
Cost control initiatives
Financial audits
Expense policy compliance
Vendor relationship management

5. Salary Statement

Purpose: Generate detailed salary statements for employees

Key Metrics:

Gross salary components
Deductions (taxes, insurance, etc.)
Net salary calculations
Payment history
Bonus and incentive payments
Year-to-date totals

Use Cases:

Payroll verification
Employee inquiries
Tax documentation
Loan applications
Compensation reviews

6. Employee Performance Rating

Purpose: Track and analyze employee performance evaluations and ratings

Key Metrics:

Overall performance scores
Category-wise ratings
Performance trends over time
Comparative rankings
Improvement areas
Achievement highlights

Use Cases:

Promotion decisions
Compensation adjustments
Training needs identification
Succession planning
Performance improvement plans

7. Task Report

Purpose: Analyze task completion, productivity, and workload distribution

Key Metrics:

Tasks assigned vs. completed
Completion rates and timeliness
Task categories and types
Workload by employee or team
Average completion times
Overdue task tracking

Use Cases:

Productivity analysis
Resource allocation
Project management
Capacity planning
Performance evaluation

Generating Reports - Detailed Process

Attendance Report Generation

Select Attendance Report

From the Reports menu, tap on Attendance Report.

The attendance report filtering interface opens.

Choose Branch

Select the branch you want to analyze using the dropdown menu.

Options include:

All branches (consolidated view)
Specific branch locations
Branch groups (if configured)

Select Employee

Choose the employee(s) to include in the report:

Using Dropdown Menu:

Select from the employee list
Choose "All Employees" for comprehensive view
Select department or team groups

Using Search Option:

Type employee name in search bar
Filter results as you type
Select from search results

Set Reporting Period

Choose the time period for analysis from the dropdown options:

Common periods include:

Today
This Week
This Month
Last Month
This Quarter
This Year
Custom Date Range

For custom ranges, select start and end dates using the date picker.

Generate Report

Tap the Search or Generate button.

The system processes the request and displays the attendance report with all requested parameters.

Review Report Data

The attendance report displays:

Employee-wise attendance records
Date-wise presence status
Time-in and time-out details
Total hours worked
Leave types and durations
Attendance percentage
Anomalies or issues flagged

After reviewing, you can:

Save to EasyDo Drive:

Tap the save icon
Choose EasyDo Drive location
Name the report file
Confirm save

Send via Email:

Tap the email icon
Enter recipient email addresses
Add subject and message
Send the report

Export Options:

PDF format (for formal documents)
Excel/CSV format (for data analysis)
Print directly (if supported)

Sales Report Generation

Access Sales Report

From the Reports menu, tap on Sales Report.

Select Branch

Choose the relevant branch from the dropdown menu to analyze sales performance for that location.

Choose Time Period

Select the desired period from the available dropdown options (today, this week, this month, custom range, etc.).

Generate and View

Tap Search to generate the sales register.

The report displays:

Sales transactions
Revenue summaries
Product/service breakdowns
Customer information
Payment methods
Sales trends and patterns

Save or Email

Use the save or email functions to store or share the sales report as needed.

Approval Report Generation

The approval report follows the same process:

Select Approval Report from the menu
Choose branch using dropdown
Select employee (or all employees) via dropdown or search
Pick the reporting period
Tap Search to generate
Review approval statistics and details
Save to drive or send via email

Report Includes:

Approval requests by type
Approval status distribution
Response times
Approver performance
Pending approvals requiring attention

Salary Statement Generation

Select Salary Statement

Tap Salary Statement from the Reports menu.

Choose Employee

Select the desired employee from the dropdown menu.

Salary statements are typically generated for individual employees rather than groups.

Generate Statement

Tap Search or Generate.

The salary statement is created showing:

Employee details
Salary period
Earnings breakdown
Deductions breakdown
Net pay calculation
Payment method and date

Save the statement to EasyDo Drive or email it to the employee, HR department, or other authorized parties.

Other Reports

Operational Expense Report, Employee Performance Rating, and Task Report follow similar processes:

Select the report type
Apply relevant filters (branch, employee, period)
Generate the report
Review the data and insights
Save or share as needed

Each report presents data in formats optimized for its specific purpose, with charts, tables, and summary statistics where appropriate.

Understanding Report Data

Reading Report Metrics

Attendance Reports:

Present Days: Number of days employee was present
Absent Days: Unplanned absences
Leaves: Approved time off
Late Arrivals: Times employee arrived after scheduled start
Early Departures: Times employee left before scheduled end
Overtime: Hours worked beyond standard schedule
Attendance %: (Present Days / Total Working Days) × 100

Sales Reports:

Total Sales: Sum of all sales transactions
Average Sale Value: Total sales ÷ number of transactions
Conversion Rate: Sales completed ÷ opportunities
Growth Rate: Current period vs. previous period percentage change
Top Performers: Employees or products with highest sales

Task Reports:

Completion Rate: Completed tasks ÷ total assigned tasks
On-Time Completion: Tasks finished by deadline ÷ total completed
Average Completion Time: Mean time from assignment to completion
Overdue Tasks: Tasks past deadline still incomplete

Identifying Trends and Patterns

Use reports to spot:

Seasonal Variations: Sales peaks, attendance patterns by season
Performance Trends: Improving or declining metrics over time
Anomalies: Unusual spikes or drops requiring investigation
Correlations: Relationships between different metrics
Predictive Indicators: Early warning signs of future issues

Comparative Analysis

Reports enable comparison across:

Time Periods: Month-over-month, year-over-year
Branches: Multi-location performance comparison
Employees: Individual or team performance rankings
Departments: Cross-functional analysis
Targets: Actual vs. budgeted or planned performance

Report Management Best Practices

Regular Reporting Schedule

Establish consistent reporting rhythms:

Daily Reports:

Attendance for payroll and operations
Sales flash reports for quick metrics

Weekly Reports:

Task completion tracking
Pending approvals review
Week-over-week trends

Monthly Reports:

Comprehensive performance reviews
Financial statement generation
Department and branch comparisons
Board and management presentations

Quarterly Reports:

Strategic performance analysis
Compensation and bonus calculations
Long-term trend identification

Annual Reports:

Year-end financial summaries
Annual performance evaluations
Tax and compliance documentation
Strategic planning data

Data Quality and Accuracy

Ensure reliable reports by:

Timely Data Entry: Encourage immediate recording of transactions
Regular Audits: Spot-check data accuracy periodically
Error Correction: Promptly fix identified data issues
Validation Rules: Implement data entry validation where possible
Training: Ensure all users understand proper data entry procedures

Security and Privacy

Protect sensitive report data:

Access Controls: Limit report access based on roles and need-to-know
Encryption: Use encrypted transmission when emailing reports
Secure Storage: Store saved reports in protected locations
Anonymization: Remove personally identifiable information when appropriate
Audit Trails: Track who accessed which reports and when

Actionable Insights

Transform report data into action:

Identify Issues: Use reports to spot problems early
Root Cause Analysis: Drill into data to understand why issues occur
Set Action Plans: Create specific steps to address identified issues
Track Progress: Re-run reports to monitor improvement
Celebrate Success: Share positive report findings with teams

Advanced Reporting Features

Custom Date Ranges

For flexible analysis:

Select exact start and end dates
Compare non-standard periods
Analyze specific event timeframes
Track project-specific durations

Multi-Branch Consolidation

For organizations with multiple locations:

Run reports across all branches simultaneously
Compare performance branch-by-branch
Identify best practices from top performers
Allocate resources based on branch needs

Export Format Options

Choose the right format for your use:

PDF:

Professional presentation
Fixed formatting
Easy distribution
Print-ready

Excel/CSV:

Further data analysis
Custom calculations
Chart creation
Integration with other tools

Cloud Storage:

Centralized access
Version control
Collaboration
Long-term archiving

Report Scheduling (If Available)

Automate report generation:

Schedule reports to run automatically
Set up email distribution lists
Receive reports at specified intervals
Reduce manual reporting workload

Troubleshooting

Report Not Generating

If reports won't generate:

Check internet connection
Verify you have data for the selected period
Ensure proper permissions for the report type
Try broader filters (e.g., all branches instead of specific)
Check for system maintenance or outages
Contact support if issue persists

Missing Data in Reports

If expected data doesn't appear:

Verify data was entered in the system
Check date range includes the relevant period
Ensure correct branch and employee filters
Confirm data entry permissions for missing items
Review for deleted or archived records

Cannot Save or Email Reports

If export functions fail:

Check available storage space (for saving)
Verify email addresses are correct (for emailing)
Ensure stable internet connection
Try alternative export format
Check file size limits
Verify app permissions for storage/email access

Report Data Seems Incorrect

If report numbers don't match expectations:

Double-check selected filters and date ranges
Verify source data is accurate
Look for duplicate entries
Check calculation methodologies
Compare with previous reports for consistency
Consult with accounting or HR for verification

Tips & Tricks

Favorite Reports: Bookmark frequently used report configurations for quick access
Comparison Template: Create monthly templates with consistent filters for easy trend comparison
Report Library: Maintain an organized folder structure for saved reports
Naming Conventions: Use descriptive names with dates (e.g., "Sales_Report_Branch_A_Jan2024")
Regular Reviews: Schedule recurring calendar reminders for important report generation
Dashboard Integration: Use key report metrics to populate management dashboards
Mobile + Desktop: Generate quick reports on mobile, do deep analysis on web portal
Data Visualization: Export to Excel to create charts and graphs for presentations
Benchmark Metrics: Track key metrics month-over-month to establish performance baselines
Share Insights: Distribute relevant report insights to teams to drive accountability

Company Dashboard - Access all company management features
Company Reports (Detailed) - Comprehensive reporting guide
Employee Reports - Employee-specific reporting
Attendance Management - Understanding attendance data
Sales Tracking - Recording sales for reporting
Approval Workflows - Managing approval processes

Need Help?

If you need assistance with company reports:

In-App Help: Tap the info icon (i) in the reports section
Report Guide: Review detailed documentation for specific report types
Support Team: Contact support for reporting issues or questions
Training: Request advanced reporting and analytics training
Webinars: Join live sessions on effective report utilization
Community: Share reporting best practices with other administrators

Viewing Company Reports

On this page