This article covers each report available related to people. Additionally, each video demonstrates how the report looks when exported.
Approximate Person Hours
This report lists all individuals within the company, along with the total number of hours each person has worked within the selected date range.
Source: This report aggregates data from person and bookings
Envision Bulk Upload (People)
This report allows you to review the bulk upload history of individuals, providing a record of all bulk uploads for people within the system.
Source: The data for this report comes from upload tools
Leave: Number of Days Taken/Jobs Rejected
This report provides insights into the leaves taken by employees and highlights the jobs that have been impacted or affected due to their leave plans.
Source: The data for this report comes from the person module and bookings
Person Booking Totals
This report shows the total number of bookings assigned to an individual, along with a breakdown of how many bookings were accepted and how many were rejected.
Source: The source of data for this report is bookings and persons
Person Dockets
This report provides a list of all dockets associated with each individual, offering a detailed view of their respective records.
Source: The source of data are bookings, persons and person dockets
Person Hours
This report provides detailed insights into the hours worked by each individual within the selected time period, offering a clear view of their contributions.
Source: The data is sourced from bookings and persons
Person Hours by Client
This report offers insights into the total hours worked per day by an individual for each client, providing a detailed breakdown of their daily contributions.
Source: The data comes from bookings and persons
Warnings: Overlapping Bookings (People)
This report provides details of bookings that overlap, where the same person is allocated to multiple jobs during the overlapping periods.
Source: The source of this report is person and bookings