Employee Reporting

There are default reports that list details about club employees. You can use and customize these reports, or you can create a new employee report.

Each created report belongs to a subcategory of the Employees category. These subcategories are as follows:

Subcategory System Default Reports
Employee Certifications -
Employee Login History -
Employee Timesheets Employee Time Sheets by Club
Employee Time Sheets by Employee
Employee Time Sheets by Employee by Club
Employees Employee Listing
Lockers Audit -
Security Functions -
Security Roles -
Total Commissions -

 

To use an existing employee report:

  1. Open the Main Menu.
  2. In the Reports submenu, select Manage.
  3. Change the Category to Employees.
  4. Select one of the following SubCategories:
    • Employee Certifications: Displays information about certifications help by employees at the club. All data displayed on the Employee Certifications report is accessible from the Certification tab of the Edit Employee page.
    • Employee Login History: Shows information about employee log-ins into DataTrak.
    • Employee Timesheets: Contains details about employee wages and clock in / out data.
    • Employees: Lists details available from the Edit Employee page, such as demographic and commissions information.
    • Lockers Audit: Allows you to identify changes made to locker information, as well as the employee who made the change and when the change occurred.
    • Security Functions: Lists employee security roles by name and function.
    • Security Roles: Contains only one column, which lists employee security roles by name. To list the security role function, use the Security Functions report.
    • Total Commissions: Contains information about employees who have received event commissions and/or sales commissions.

    Not all of these subcategories may have a default report. You can still create a report within each subcategory. See Create a Custom Report.

  5. Click Search.
  6. Click the name of the report.
  7. Set the Runtime Filters, if any exist.
  8. Click Run Report.
    This report will appear in the All Pending Reports section of the Manage Report Queue page. When the report is ready, it will move to the top of the Completed Reports list.
    If the report name is in bold and underlined, it contains data. Otherwise, there is no data to provide on this report.
  9. Click the name of the report at the top of the Completed Reports list.
    The report will download and open as a PDF document.