Company Reports

Comprehensive reporting is essential for data-driven decision making and organizational oversight. EasyDo 365's reporting module provides administrators and managers with access to a wide range of reports covering attendance, sales, approvals, operational expenses, salary statements, employee performance, and task completion. These reports transform raw operational data into actionable insights, helping you understand workforce productivity, identify trends, and make informed business decisions.

The reporting system offers flexible filtering by branch, employee, and time period, allowing you to drill down into specific data segments or view company-wide metrics. Reports can be saved to EasyDo Drive for archival purposes or emailed to stakeholders for review and analysis. Whether you need daily attendance summaries, monthly performance reviews, or annual trend analysis, the reporting module provides the tools to extract meaningful insights from your organizational data.

Video Tutorial

Prerequisites

• Manager or administrative permissions
• Access to Company Dashboard
• Employees and operational data in the system
• Understanding of your reporting needs

Accessing Company Reports

Available Report Types

1. Attendance Report

Purpose: Track employee attendance patterns, punctuality, and presence

How to Generate:

1. Tap on "Attendance Report"
2. Select branch from dropdown (or search)
3. Select employee (or "All Employees")
4. Choose time period (daily, weekly, monthly, custom dates)
5. Tap Search

Report Shows:

• Days present vs absent
• Late arrivals and early departures
• Leave days taken
• Work-from-home days
• Attendance percentage
• Punch in/out times
• Location of attendance marking

Use Cases:

• Monthly attendance review
• Identifying attendance issues
• Payroll processing verification
• Performance evaluation input
• Compliance documentation

Actions:

• Save to EasyDo Drive
• Email to stakeholders
• Export for payroll
• Print for records

2. Sales Report

Purpose: Track sales activities, leads, and revenue generation

How to Generate:

1. Tap on "Sales Report"
2. Select relevant branch
3. Choose desired period
4. Tap Search

Report Shows:

• Sales register with all transactions
• Lead conversion rates
• Revenue by period
• Sales by employee
• Product/service breakdown
• Customer acquisition data

Use Cases:

• Monthly sales reviews
• Commission calculations
• Performance tracking
• Target vs achievement analysis
• Sales forecasting

3. Approval Report

Purpose: Track approval requests, processing times, and decision patterns

How to Generate:

1. Tap on "Approval Report"
2. Select branch and employee
3. Choose time period
4. Tap Search

Report Shows:

• All approval requests (leave, expense, overtime, etc.)
• Approval status (pending, approved, rejected)
• Processing times
• Approval patterns
• Request types distribution

Use Cases:

• Identifying approval bottlenecks
• Manager workload assessment
• Policy effectiveness review
• Expense trend analysis
• Leave pattern identification

4. Operational Expense Report

Purpose: Track and analyze operational expenses across the organization

How to Generate:

1. Tap on "Operational Expense Report"
2. Select branch and employee (or all)
3. Choose period
4. Tap Search

Report Shows:

• All operational expense requests
• Expense categories and amounts
• Approval status
• Budget utilization
• Expense trends over time
• Vendor/payee breakdown

Use Cases:

• Budget management
• Expense control
• Financial planning
• Vendor analysis
• Cost optimization

5. Salary Statement

Purpose: Generate detailed salary breakdowns for employees

How to Generate:

1. Tap on "Salary Statement"
2. Select employee from dropdown
3. Tap Search
4. View monthly salary table
5. Generate specific month slips as needed

Report Shows:

• Gross salary components
• Allowances (HRA, DA, etc.)
• Deductions (PF, ESI, tax)
• Net pay
• Attendance impact on salary
• Year-to-date earnings

Use Cases:

• Payroll verification
• Employee salary inquiries
• Income certificates
• Loan documentation
• Tax filing support

6. Employee Performance Rating

Purpose: View and analyze employee performance evaluations

How to Generate:

1. Tap on "Employee Performance Rating"
2. Select branch and employee
3. Choose period
4. Tap Search

Report Shows:

• Performance scores across categories
• Historical performance trends
• Comparative performance data
• Review completion status
• Performance improvement areas

Use Cases:

• Performance reviews
• Promotion decisions
• Training needs identification
• Compensation adjustments
• Succession planning

7. Task Report

Purpose: Track task assignments, completion rates, and productivity

How to Generate:

1. Tap on "Task Report"
2. Select branch and employee
3. Choose period
4. Tap Search

Report Shows:

• Tasks assigned vs completed
• Task completion rates
• Overdue tasks
• Task categories
• Time taken for completion
• Productivity metrics

Use Cases:

• Project management
• Workload balancing
• Productivity assessment
• Deadline adherence tracking
• Resource allocation

Report Features

Flexible Filtering

Branch Selection:

• All branches (company-wide view)
• Specific branch (location-specific)
• Multiple branches (regional analysis)

Employee Selection:

• All employees (team overview)
• Specific employee (individual analysis)
• Department (functional view)
• Reporting hierarchy (team view)

Time Period Options:

• Today
• This Week
• This Month
• Last Month
• Quarter (Q1, Q2, Q3, Q4)
• Year-to-Date
• Custom Date Range

Export and Sharing

Save to EasyDo Drive:

• Automatic cloud storage
• Organized by report type
• Historical archive
• Easy retrieval

Email Reports:

• Direct email functionality
• PDF attachments
• Multiple recipients
• Scheduled delivery (in advanced versions)

Report Analysis Best Practices

Regular Review Schedule

Daily:

• Attendance summary
• Pending approvals
• Critical alerts

Weekly:

• Team attendance patterns
• Task completion rates
• Approval processing times

Monthly:

• Comprehensive attendance reports
• Sales performance
• Expense analysis
• Performance ratings
• Complete operational review

Quarterly:

• Trend analysis
• Goal achievement review
• Budget vs actual
• Strategic planning inputs

Annually:

• Year-end summaries
• Annual performance reviews
• Compensation planning
• Strategic reporting

Data-Driven Decisions

Identify Patterns:

• Recurring attendance issues
• Peak performance periods
• Expense spikes
• Approval bottlenecks

Take Action:

• Address attendance problems early
• Recognize high performers
• Control escalating expenses
• Optimize approval processes

Continuous Improvement:

• Use reports to set benchmarks
• Track improvement over time
• Adjust policies based on data
• Celebrate progress

Key Features

• Comprehensive Coverage: Multiple report types covering all operations
• Flexible Filtering: Branch, employee, and period selection
• Easy Generation: Simple, intuitive report generation
• Export Options: Save and email functionality
• Historical Data: Access past periods for trend analysis
• Mobile Access: Generate reports on smartphone
• Visual Format: Clear, readable report layouts
• Actionable Insights: Data presented for decision-making

Troubleshooting

No Data in Report

If report shows no data:

• Verify date range includes relevant period
• Check correct branch/employee selected
• Ensure data exists for selected criteria
• Confirm employees have marked attendance/submitted data
• Try broader filters (all employees, all branches)

Report Won't Generate

If report doesn't create:

• Check internet connection
• Verify permissions for report access
• Try different time period
• Simplify filters (one employee vs all)
• Contact support if persists

Export/Email Not Working

If save or email fails:

• Verify internet connectivity
• Check email address is correct
• Ensure enough storage in Drive
• Try smaller date ranges
• Generate report first, then export

Tips & Tricks

• Bookmark Common Reports: Save frequently used filter combinations
• Comparative Analysis: Run same report for different periods to compare
• Regular Downloads: Archive important reports externally
• Visual Review: Use charts/graphs where available
• Cross-Reference: Compare multiple report types for comprehensive insights
• Automate: Set up regular report generation schedules
• Share Insights: Distribute key metrics to stakeholders
• Trend Tracking: Maintain spreadsheet of key metrics over time

Related Resources

• Company Dashboard - Main administrative interface
• Employee Dashboard - Employee-facing reports
• Employee Reports - Individual employee reporting
• Performance Review - Performance data source
• Salary Slip - Detailed salary reporting

Need Help?

Effective reporting drives better decisions. If you need assistance:

• Report Training: Learn to generate and interpret reports
• Custom Reports: Request specific report formats
• Data Analysis: Help understanding trends and patterns
• Export Issues: Technical support for saving/sharing reports
• Best Practices: Guidance on reporting schedules and usage

Master your organizational data with comprehensive reporting in EasyDo 365—transforming information into insights for better business outcomes!