ZEP offers various options for generating reports, each of which is described below. Detailed descriptions of the individual report categories can be found on the respective pages in the "Reports" collection. In general, reports can be created via the following menu items:

By clicking on the "Reports" tab in the sidebar, you can access all available evaluations. These are organized into the following categories:

Using the button in the top right corner, you can switch between a list view and a tile view.

You can access further evaluations via the "Employees" tab in the sidebar. Various filtering options allow you to generate a comprehensive overview of your staff.

If you require a report for a specific employee, simply click on their name. Provided you have the necessary permissions, you can then view that individual’s specific reports. You also have the option to generate detailed timesheets.

You can also create reports through the "Projects" menu item in the sidebar. Using the filter settings, you can generate a customized overview of your projects.

By clicking into a specific project, you gain further options for creating reports. For example, you can access a planning overview or a project time history. Additional reporting options are available via the "Reports" tab. These are described in detail in the article: Project Reports

You can also create an individual client overview via the "customers" menu. To generate reports for a specific client, open the client's profile and select the desired reports under the "Reports" tab.

The ZEP Dashboard provides a clear and customizable overview tailored to your needs. Using widgets, you can design the dashboard to your preferences, displaying your personal data and, depending on your permissions, your team's data as well.

To customize the dashboard, click the green settings button in the top right corner. From there, you can rearrange existing widgets or add and remove them as needed.

The "Administration" menu offers another way to generate reports. For example, you can view the monthly closing report via the "System" tile.

Browse the detailed report articles to learn more about the individual reporting options.

You have several ways to generate reports. If you just want a quick overview, you can run the report as a preview. ZEP also offers multiple export options, allowing you to export reports in the format that best suits your needs.

For some reports, you can use the "Run in Background" button to define the intervals at which reports should be generated automatically. This allows you to receive reports directly by email without having to create them manually each time.

Do you have a filter you use frequently? You can save it as a favourite by setting your desired criteria and selecting "Save filter criteria as favourite". This allows you to quickly apply the same filter in the future.