ZEP offers several ways to create reports. This article gives an overview of the entry points; the detailed description of each report can be found in the respective articles of the report areas.
In general, you reach reports in three ways: centrally via the Reports main menu, directly on the individual data object (employee, project, or customer), and via the Dashboard.
Note: Which reports are available depends on your product line and your add-on modules. The areas Projects and Customers are not available in ZEP Clock. The area Billing requires the add-on module Invoicing (ZEP Professional), and the area Departments the add-on module Locations and Departments.
Reports in the Reports main menu
Via the Reports entry in the sidebar, you reach all central reports. Using the button at the top right, you switch between list view and card view.
The reports are organised into six areas:
My Reports: your personal reports and those saved as favorites. For details, see My Reports.
Projects: cross-project project reports (not in ZEP Clock).
Customers: customer-related reports (not in ZEP Clock); see Customer reports.
Employees: employee-related reports such as time and overtime reports; see Employee reports.
Billing: reports around invoicing (add-on module Invoicing, ZEP Professional); see Reports – Invoicing.
Departments: department-related reports (add-on module Locations and Departments); see Reports – Locations and Departments.
Reports directly on the data object
Via the main menu items Employees, Projects, and Customers, you first create filtered overview lists. In these lists, you narrow down the data via the filter and search criteria, sort by the columns, show or hide individual columns via the column configuration, and export the result. This way, you quickly get an overview of several objects, for example all active projects or all employees of a department, before you analyse a single object in detail.
When you then open a single object, the Reports tab contains the reports automatically filtered to that object. Depending on the data object, different reports are available:
Employee: among others the project times report, project history, overtime and break analysis, and detailed time records, provided you have the necessary permission. This lets you analyse the times and balances of a single person specifically; described in detail in Employee reports.
Project: numerous project reports such as the planning overview or the project times chart; these are described in detail in the article Project reports.
Customer: the customer-related reports that summarise all projects and sales of the opened customer, for example the customer sales volume or the receipts report; described in detail in Customer reports.
Dashboard
In the Dashboard, you get a clear, freely configurable overview of your key figures. Using widgets, you display your personal data and, depending on your permissions, your team's data as well. To customise it, click the green settings button at the top right and rearrange the widgets or add new ones. Which widgets are available depends on your licensed modules. The structure and configuration of the dashboard are described in detail in the article Dashboard.
Reports in the Administration menu
You reach a further report via the Administration menu. Via the System tile, you open the Month-end closing: with it, you close a month and receive a summary overview of the recorded times, overtime, and absences of the period. The Month-end closing is described in detail in the article Month-end closing.
Note: The Month-end closing is available with the add-on module Absences and overtime.
Tips and tricks
For a quick overview, you run a report as a preview. For sharing, you export it as a file (CSV, Excel, PDF, or Word).
Extensive reports you run via Execute in background as a task, either once or at fixed intervals; you then receive the result by e-mail without starting the report yourself each time.
Note: The Execute in background button is available for many reports and only appears once you have selected an export format (PDF, Word, Excel, or CSV) instead of the preview. You find it in the report's action area, where you otherwise start the preview.
Tip: You receive the result of a background task by e-mail and can additionally retrieve it again at any time under your tasks. With the option to send only when the result is not empty, you avoid unnecessary empty e-mails.
Frequently used filters you save via Save filter criteria as favorite and call them up again quickly later. In addition, you show or hide individual table columns via the column configuration.
