Edit Report is a comprehensive tool that enables you to edit reports and audit reports in a single, convenient location.
How to reach the page?
Click on Reports
Click on Edit Reports tab
You have landed on the main page of Edit Reports.
You can select from four tabs available under Edit Reports for modifications:
A. Punches
(i)Main Page Overview:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
You can select on the view of the desired report in day view or week view by selecting the dropdown
Save table icon lets you create you own customized view of the table
'Export' lets you export all the Report details to Excel, PDF or CSV file.
The search functionality will enable you to search for a specific record in the Report.
Save Table State allows the user to save the columns in the table to have a personalized view
Reset Button would bring back the user to the predefined state of the table.
(ii) to Add a record:
1. Click on 'Add New' from the table header
2. A row will appear in the table where you can add the relevant details
3. Please make sure to add the manager notes
4. Click on 'Save Changes'
5. You will get a pop up stating Report Updated Successfully
(iii)To Edit a record:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
You can select the rows which you would like to edit.
To save the changes click on ‘Save Changes’.
When clicking on ‘Cancel Changes’.
If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Are you sure you want to leave?
If you click on ‘Yes’, no changes will be saved.
If you click on ‘Cancel’, you will remain on the Edit pop-up.
(iv)To Delete records
To delete a record:
Click on the ‘Delete(Bin)’ icon on the sticky panel next to the Report.
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to cancel.
To bulk delete bulk records :
Select the checkboxes of the Report that you want to delete.
Click on ‘Bulk Delete’.
You will see a pop up “Are you sure you want to delete the selected records?”.
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to go back to the main view.
B. Advanced Time Clock
(i)Main Page Overview:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
You can select on the view of the desired report in day view or week view by selecting the dropdown
Save table icon lets you create you own customized view of the table
Export lets you export all the Report details to Excel, PDF or CSV file.
The search functionality will enable you to search for a specific record in the Report.
Save Table State allows the user to save the columns in the table to have a personalized view
Reset Button would bring back the user to the predefined state of the table.
(ii) to Add a record:
To Manually Enter Records:
1. Click on 'Add New' from the table header
2. Click on 'Manually'
3. A pop-up appears where employee details are to be filled. Please make sure all the mandatory fields are added.
4. 'Add New Row' will let you add a new row once the details are filled
5. 'Delete Row' will let you delete any existing row which you would like to delete.
6. Click on 'Done' to submit.
7. You will get a pop up stating "Timeclock Entries has been added Successfully"
To Bulk Upload:
1. Click on 'Add New' from the table header
2. Click on 'Bulk (csv upload)'
3. A pop-up appears from where you can download the sample file and make relevant changes to it.
4. Upload the updated csv file and click on 'Upload'.
5. You will get a pop up stating "Timeclock Entries has been added Successfully"
Please Note: we also support csv, xls and xlsx format.
While uploading in the xls/xlsx format the date is supposed to be in text format
(iii)To Edit a record:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
You can select the rows which you would like to edit.
To save the changes click on ‘Save Changes’.
When clicking on ‘Cancel Changes’.
If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Are you sure you want to leave?
If you click on ‘Yes’, no changes will be saved.
If you click on ‘Cancel’, you will remain on the Edit pop-up.
(iv)To Delete records
To delete a record:
Click on the ‘Delete(Bin)’ icon on the sticky panel next to the Report.
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to cancel.
To bulk delete bulk records :
Select the checkboxes of the Report that you want to delete.
Click on ‘Bulk Delete’.
You will see a pop up “Are you sure you want to delete the selected records?”.
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to go back to the main view.
C. Miles
(i)Main Page Overview:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
Save table icon lets you create you own customized view of the table
Export lets you export all the Report details to Excel, PDF or CSV file.
The search functionality will enable you to search for a specific record in the Report.
Save Table State allows the user to save the columns in the table to have a personalized view
Reset Button would bring back the user to the predefined state of the table.
(ii)To Edit a record:
You can Select one or multiple device or group from the list
Select start date and end date
Click on Refresh, you will find the respective details from the selected time range
You can select the rows which you would like to edit.
To save the changes click on ‘Save Changes’.
When clicking on ‘Cancel Changes’.
If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Are you sure you want to leave?
If you click on ‘Yes’, no changes will be saved.
If you click on ‘Cancel’, you will remain on the Edit pop-up.
D. Audit
(i)Main Page Overview:
You can Select one or multiple device or group from the list
Select start date and end date
Click on the section you would like to opt for Pending Approval or Miles Audit
Select the checkbox if you would like to filter the records with Edited Date
Click on Refresh, you will find the respective details from the selected time range
Export lets you export all the Report details to Excel, PDF or CSV file.
The search functionality will enable you to search for a specific record in the Report.
Save table icon lets you create you own customized view of the table
Save Table State allows the user to save the columns in the table to have a personalized view
Reset Button would bring back the user to the predefined state of the table.
(ii)To delete a record:
Click on the ‘Delete(Bin)’ icon on the sticky panel next to the Report.
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to cancel.
If you have any other questions, please feel free to write to us at support@abaq.us