Evo Reports: Report Parameters & Filters
The power of the Reports module really comes into play when you actively filter your data and/or combine data across periods of time. Below are some examples of the "Report Parameters" and "Filter" options that are available when running commonly used reports such as the Check Register (S109) and the Labor Distribution (S121) from Evolution Classic located at: Reports >> Run Reports
What payroll data would you like the report to show? Data from one payroll or multiple payrolls? Across a specific date range/calendar year even? From the Run Reports sub-tab "Payrolls", make certain to select all or whichever payrolls you wish to include in the report? Keep in mind you can adjust the default range of payrolls listed on this screen to show more or less payrolls depending on the date range you desire. You can also run reports across calendar years -- great for WC audits. Click on the small icon atop the column for additional short cuts like "select all"...
Filters will isolate the results on the report to just the selected Employee(s) or the selected cost center or Division/Branch/Dept/Team (DBDT). Choose one or multiple; if none are selected the report will show all data unfiltered.
Next thing to consider perhaps is how you would like to view the data; Grouping & Sorting, "Summary or Summary Detail, and/or Show only summary for Multiple Check Dates...these are commonly used options one might select under the "Misc" tab of a report on the sub-view of Reports >> Run Reports
- Sorting: by default most reports will show employees listed in alphabetical order, but you could show them by employee code or even SSN.
- Group Level: if instead of listing employees by alphabetical order across the entire company you would like to show them alphabetically by their home department; you might adjust the settings to Group the employees by a cost center level.
- Group Type: your options here are "Summary", "Summary Detail" and "Detail". If for instance, you only need the costs for your group "DBDT/Company" and are not concerned with viewing the detail or employee data that consisted those numbers; you would run in "Summary" mode. Let's say you would like to see the labor cross for the entire year 2015, but only for your Kitchen Staff or Back of House; then you could filter the report and change the settings on the Group Type to Summary. This would give you a clean 1 page report instead of a very large report showing all kinds of data for the entire year.
- Show only Summary for Multiple Check Dates: this is used normally in conjunction with the Group Type "Summary Detail" as instead of listing every individual check across the date range for every employee; this option will allow you to see the earnings detail or employee data, but will summarize it by employee for the year. Shorting the report again and perhaps giving you the earnings total you seek quicker.
Side Note: Labor Distribution reports for instance naturally are attempting to display the labor costs by cost center and thus are generally grouped by a DBDT. Check Registers can be displayed either way, but keep in mind the check register report is showing the employees based on their "home DBDT" thus if you are attempting to pull labor figures and you have an employee that works in multiple DBDT's; it would be better to extract that data via the Labor Distribution Report as it would list the employee costs in each DBDT they worked.
Sample of Report Run across multiple payrolls;, Grouped by Company, with Group Type "Summary"
Sample of Report Run across multiple payrolls; Grouped by Company, Group Type "Summary Detail", sorted alpha, with "Show Only Summary For Multiple Check Dates" selected
Sample of Report Run across multiple payrolls; Grouped by Company, Group Type "Summary Detail", sorted alpha, WITHOUT "Show Only Summary For Multiple Check Dates" selected: