Article: How to Generate a Monthly Report

Article Summary: "This article describes how to use the Monthly Report feature to generate a calendar view for specific dates and specific employees. This report is ideal for printing a wallchart or sharing information with colleagues."

The Monthly Report feature allows you to generate a view of the Calendar for a specific time period and for specific individuals. This is ideal if you wish to print the calendar (i.e. produce a wallchart) or if you wish to be able to share the calendar with your employees without granting them full access to the planner.

The screenshot belows shows an example of a report generated for January:

How to Generate a Monthly Report

To generate a Monthly Report, follow the steps below:
  • Login to the planner, click on the "Reports" button and then click on the "Monthly Report" button. The following screen will be displayed:
  • Note: You can also create a new report by clicking on the orange "New Monthly Report" button from the Monthly Report worksheet.

  • Choose whether to create a new report, use the settings for last time or load a saved report.
  • Click on the "Next" button to continue.
  • On the following screen you can select the employees that you wish to include in the report.

  • Once you have made your selections, click on the Next button.
  • You can then select the dates you want the report to cover, the leave categories to include, and choose between options on how to format the report.

  • When you are ready to create the report, click on the "Create Report" button.

Exporting the Monthly Report

The report can be exported to a seperate workbook, which is ideal for sharing with your colleagues or if you would like to tweak the page layout for printing. To use this feature follow the steps below:
  • Click on the "Export This Report" button.

  • Choose whether or not to password protected the exported sheet.

  • Click on the "Export" button.
  • Choose where to save the report to and click "Save".

Sorting the Monthly Report

Once the group report has been generated you can sort the data. To do this, follow the steps belows:
  • Click on the "Sort This Report" button.

  • Choose the criteria that you wish to sort the data by.

  • Click on the "Sort " button. The data will then be sorted.

Generating a Monthly Report: Video Tutorial

The following video demonstrates how to generate a Monthly Report. It also explains how to tweak the page layout so that the report can be printed.

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