Automated Reports

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.

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!