Under Reports > My Reports, you will find your personal reports depending on the ZEP version and modules used: Project Time Report, Document Report, Cost Accounting, Month-End Report, Project Time History, and Time Reports.

In Reports > My Reports > Project Time Report, you can view your project hours for any selected period, including a total sum of hours. You can configure the table columns using the column configuration icon.

For display in HTML, you can show or hide columns and change their order by clicking the icon and dragging it to the desired position while holding the mouse button. You can also configure the column display separately for the Excel/CSV export.

If a project manager, department manager, or administrator changes, records, or deletes time tracking data for another employee, the changes are logged.

Select a period to review changes to your time data.
After confirming by clicking Execute, you will get an overview of all project times that were modified during this period and were not made by you.

This graphical report shows your availability (corresponding to regular working hours minus public holidays and, with the Absences & Overtime module, approved absences such as vacation or flexible hours) and the time progression of your booked project hours.

You can set a reporting period and select the billable status of the booked hours. For scaling, you can choose between Automatic, Day, Week, Month, or Quarter.

Based on the selected parameters, booked project hours are displayed as bars (with different colors for each project) in the chosen scale.

You can show or hide the various curves.

This curve indicates the extent to which you are planned through work packages. It is based on the planned values (planned effort) defined in the work package and is independent of whether and how much you have already booked, and whether the work package has already ended. The planned allocation is therefore a rather static view.

Calculation: The planned effort in one or all work packages is divided by the available hours/workdays during the work package’s duration. The curve then shows the number of hours per day for which you are allocated through work packages.

This curve shows how much you are still occupied by the upcoming tasks in all your work packages. The curve is based on the original planned value per work package but changes due to bookings to the work package, the passage of time (i.e., remaining duration until the target date decreases), vacations/absences, and remaining effort estimates.

The curve always shows how many percent of your time or how many hours you need to spend on your work packages to complete all tasks.

You can show or hide the various curves.

Under Reports > My Reports > Work Break Overview, each employee can view a report of their break times for any selected period.

If a break rule applies, more or fewer columns are displayed according to the stored parameters.

Without a break rule, the overview shows the following per day:

With a break rule, the overview shows the following per day “according to the break rule”:

In the second section, the following values are displayed:

This report is designed to help you check compliance with break rules.

You can see at a glance which project you are assigned to, for which period, and in which role. Optionally, you can also display your assignment to the respective work packages.

Select a period—by default, the previous month is shown until the 14th, and the current month from the 15th onward.

Specify one, several, or all projects.

If you want to see your assignment to work packages as well, select Show Work Packages: all work packages you are authorized to book will be displayed.

Hovering your mouse over the blue assignment bars in the result table displays additional information about the work package in a small toolbox (similar to the info icon on a work package in the Project Time Report).

You can also export the report in Excel or CSV format by selecting the desired format in the Preview field.

Displays the customers for which you are responsible as a customer manager. Clicking the link takes you directly to the data for the corresponding customer.

Displays the departments to which you are assigned as a department manager. Clicking the link takes you directly to the data for the corresponding department.

In Reports > My Reports > receipts report, you can view your recorded receipts for any selected period.

The Meals report lists all meals (breakfast, lunch, and dinner) booked by an employee in ZEP for a specific period. You can find the report for yourself under:
​Reports > My Reports

Administrators, and optionally department managers and controllers, can also access this report under: Employees > Administration > Selected Employee > Reports > Employees

Select a period and optionally a department, employee category, or specific employee.

The report displays one row per employee with the respective number of meals (breakfast, lunch, and dinner). Additionally, a total row is shown below. No monetary amounts are displayed (these depend on the amounts stored for the respective locations). Sorting is by date or employee.

Each employee has a Travel report under Reports > My Reports. An administrator (and optionally a department manager) can also access this report under Reports > Employees or in the menu of a selected employee.

Select a reporting period and one, several, or all locations. You can optionally choose whether to display warnings for incomplete entries.

For the selected period, all trips (for the chosen locations) are listed with start and end dates, number of days, and the corresponding work location. The report can also be exported as a CSV.

With Reports > My Reports > Cost Accounting, you can generate your (travel) cost accounting for any selected period. By default, the previous month is selected until the 15th, and the current month from the 15th onward. Both unapproved and approved cost accounting entries are displayed.

Special Features:

To facilitate these reassignments, you can now reassign time entries to another work location under Reports > Project Time Report.

Optional settings:

With the Document Generator module, the cost accounting can be exported as a PDF, SXW (OpenOffice), or DOC(Word) file.

result:

The result provides a listing of approved and unapproved cost accounting entries for the selected reporting period:

If approved cost accounting entries exist for the selected period, they are listed in the table “Approved Cost Accounting.”

Each row displays:

You can:

Unapproved Cost Accounting

Header Section:

The overview displays the total amount to be reimbursed, both gross and net. If applicable, any payments already made during the selected period (entries in the payment documentation) are also listed, along with the new amount to be reimbursed.

For each day worked outside the standard work location, a subsistence cost is calculated based on the location and duration of absence.

This is only displayed if the administrator has specified the appropriate country setting under Administration > Settings > Subsistence costs > accounting procedure.

If in the settings “Show Project Column in the Subsistence Costs Table of Cost Accounting” is set to Yes, the project for which the subsistence costs were incurred will be displayed.

For the German calculation method, statutory allowances for breakfast and lunch/dinner are deducted when meals are recorded (see My ZEP > Project Time Table). Note: the percentage deduction always applies to the 24-hour allowance, even if you were absent for less than 24 hours. If the meal deduction exceeds the payable subsistence allowance, the amount is shown but only deducted up to the actual subsistence allowance (resulting in €0 reimbursement for that day).

For the Austrian calculation method, daily allowance is calculated similarly, except for locations governed by collective agreement rules. In these cases, the meal deduction is based on the proportional daily allowance, i.e., the portion of the daily allowance corresponding to the actual absence time.

All receipts recorded by you are listed. Amounts to be reimbursed for privately paid invoices are calculated. If invoices were paid with a company credit card that included a private portion, these receipts are also listed and the amounts deducted. The total per VAT rate and the total per receipt type are listed separately.

For trips using a private vehicle, a reimbursement amount is calculated: a per-kilometer allowance is applied for each kilometer driven. All trips with a company vehicle are also listed for completeness, of course without mileage reimbursement.

The master data for cost accounting (allowances for different locations, vehicles, etc.) are maintained by the administrator as master data (Administration > Master Data).

To keep the management simple and clear, the following fields are available for handwritten entries and signatures: Department/Cost Center, Signature, Approved/Checked, and Received/Transferred.

The printed and signed cost accounting serves as proof for tax authorities.

This section lists all amounts that you, as an employee, receive based on the cost accounting.

For each employee, the following tables are provided, based on the selected period:

In the form, you specify the number of hours to be counted per day. The “[n]-hour days” column is calculated accordingly.

If you do not use the Overtime, Absences, Vacation module, only the first table (and optionally the second) is displayed.

With Reports > My Reports > Time Report Detail, you can generate a detailed time report for one or more projects within a selected period.

This report is suitable for submission to a client.

Select which projects should be included in the report and whether you want to filter by billable hours. For reports intended for clients, it may be useful to display only billable hours. After changing the reporting period, you can update the employee/project listing. Only projects whose durations overlap with the reporting period are displayed, so this may be necessary.

Specify the billable status.

Optional checkboxes:

With Reports > My Reports > Time Report Task Totals, you can create a time report that is restricted to one project and one or more work packages within that project. Every project time booked to the project (or work package) is displayed. Unlike the previous report, times are grouped by work package, with a subtotal of hours shown for each.

This report is suitable for submission to a client.

This report can be created for one or more projects. One row is calculated per day and work package. Project times with the same date, project, and work package are combined into a single row. Each row shows the total hours worked on that day for the work package, even if the time was recorded in multiple time segments throughout the day.

Optional: You can activate the checkbox Daily totals per activity to display, for each day, the total hours per work type.

This time report displays, for each day and employee, the daily rate portions according to the daily rate definitions in the master data. It provides an internal view and answers the question: “Which daily rates would the employee be credited with if billed according to daily rates?”

The report can be created for one or more projects. It is particularly useful for client projects where you charge daily rates instead of hourly rates.

This report is available via Employees > Reports > …with Daily Rate Portions, as well as from the submenu …with Daily Rate Portions for a selected employee under Employees > Management.

Times for the selected project(s) are summarized per day. The daily rate is calculated from the total hours based on the daily rate definitions in the master data.

Select whether to include a signature block in the print version.

With this report, employees can generate a time report for a project, which can optionally be submitted to the client for signature.

Only billable booked hours are included. The format of this report follows the settings under Project > Billing Settings > Format.

Set the desired reporting period. Based on this, a list of projects valid during that period will be offered.

Internal projects are not included. For internal projects, use the Project Time Overview report.

If you want a signature block in the print version, activate the corresponding checkbox and, if desired, restrict it to Employee Signature or Client Signature.