Automated Reports

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Overview

With OnTheClock, you can receive automated reports about your employees’ hours and clock-ins. Unlike overtime alerts, you can schedule exactly when you’d like to receive these reports. 

There are three types of automated reports:

  • Time Cards: Sends the current pay period in PDF and Excel formats — the best time to send this report is on the last day of the pay period.
  • Weekly Time Summary: Sends the total hours for each employee for the current week — the best time to send this is the last day of your working week.
  • Who’s In: Sends a summary of employees currently punched in — the best time to send this is after your staff has punched in for the day.

Setup

  1. Step 1: Log in as an administrator via browser.
  2. Step 2: Navigate to “Settings” , then “Overtime Alerts/Scheduled Reports.”
  3. Step 3: Click Add Report.
  4. Step 4: Select your report type (explained in the next section).
  5. Step 5: Select the days you’d like to receive your report, or toggle on “Last Day of Pay Period.”
  6. Step 6: Enter the time you’d like the report to run in “Run Time.”
  7. Step 7: Select the report recipients.
  8. Step 8: If needed, enter email addresses and/or phone numbers in the “Additional Recipients” field.
  9. Step 9: Click Save.
  1. Add Scheduled Report

Edit Scheduled Report

Recipients for Scheduled Report

Export Instructions for Scheduled Reports

You can export Scheduled Reports from your account.
Exports are available in CSV, Excel, or PDF formats.

How to Export

  1. Step 1: Navigate to Scheduled Reports in your account.
  2. Step 2: Click the Export button at the top of the page.
  3. Step 3: Select your preferred file format: CSV, Excel, or PDF.
  4. Step 4: The file will download automatically to your device.
  5. Step 5: Open the file to review details.

Scheduled Reports Exports Include

  • Report name
  • Frequency (daily, weekly, etc.)
  • Run time
  • Recipients

Business Use Cases

  • Compliance Tracking: Maintain records for auditors to show consistent monitoring of scheduled reports.
  • Manager Oversight: Verify that the right people are receiving scheduled reports.
  • Operations Review: Identify gaps, duplicate setups, or missing recipients.
  • Policy Review: Analyze report patterns to adjust company reporting processes.
  • Audit Trail: Keep a documented history of scheduled reports for future reference.

Tips for Exported Files

  • CSV → Best for uploading to spreadsheets or databases.
  • Excel → Best for sorting, filtering, and formatting.
  • PDF → Best for sharing with managers or auditors in a secure, locked format.

What to Expect

Once you have established your automated report settings you will now receive your reports at the times you specified!

Troubleshooting

A
Yes — SMS messages are an additional cost. For SMS text messaging features, we will charge a flat $2.00 fee per month and $0.01 per sent message.
A
Yes — to bypass text messages, toggle “Selected” off, then enter your email address into the “Additional Recipients” field.
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What's Next

Additional Reports

Learn about the other reports we offer.

Text Messages and Alerts

Learn more about the types of alerts we offer.

Communication with Employees

Learn how to communicate with employees in OnTheClock.