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:
reports menu
employees menu
employees documents
employees department
employees administration
Reports for the "Departments" and "Billing" modules are only available if you have subscribed to the respective modules.
Reports via the "Reports" Menu
The "Reports" tab in the sidebar gives you direct access to all available reports, organized into the following categories:
My Reports
Employees
Using the button in the top right corner, you can switch between a list view and a tile view.
The available reports depend on the additional modules you have licensed.
Reports via the "Employees" Menu Item
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.
Reports in the "Dashboard" Menu
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 available widgets depend on your selected modules.
Reports in the "Administration" Menu
The "Administration" menu offers another way to generate reports. For example, you can view the monthly closing report via the "System" tile.
The monthly closing report is only available if you have subscribed to the "Absences & Overtime" module.
Browse the detailed report articles to learn more about the individual reporting options.
Tips & Tricks
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.
