AttendProWorkforce Documentation
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Exports, schedules, alerts

Reports And Automation

Explains report catalog, report filters, exports, print views, report schedules, history, automation rules, and alert resolution.

ReportsExportSchedulesRulesAlerts
Workflow

Workflow

  1. FilterAdmin / Manager: Choose dates, employee, branch, shift, status, or payroll period.
  2. ExportAdmin / HR: Generate PDF/XLSX, print, or review chart/table outputs.
  3. ScheduleAdmin: Set report type, recipients, frequency, filters, and format.
  4. AutomateAdmin / Manager: Test rules, review alerts, and resolve with notes.
Stage Actor Action Result
Filter Admin / Manager Choose dates, employee, branch, shift, status, or payroll period. The report shows the intended scope.
Export Admin / HR Generate PDF/XLSX, print, or review chart/table outputs. Results can be shared.
Schedule Admin Set report type, recipients, frequency, filters, and format. Reports are delivered automatically.
Automate Admin / Manager Test rules, review alerts, and resolve with notes. Operational exceptions are tracked.
Live reports screenshot
Live local app capture of the Reports catalog.
Report automation flow
Reports can be filtered, exported, scheduled, delivered, and audited.
Report builder screenshot illustration
Report detail pages combine filters, KPIs, charts, tables, narrative context, and export actions.
Essential fields

Report detail filter form

Admin / HR / Manager

Filters report data before viewing, exporting, printing, or scheduling.

Essential field Plain meaning Example Required / notes
Month Monthly report period. 2026-06 Used by monthly reports.
Start / end date Custom date range. 2026-06-01 to 2026-06-30 Used by range reports.
Employee Limit to one employee. Ali Ahmed Optional.
Branch / shift Limit by work group. Head Office / General 9 to 6 Optional.
Status Limit by workflow or attendance state. Late Optional.
Payroll period Limit payroll reports. June 2026 Payroll-specific.
Essential fields

Report schedule form

Admin

Sends a report automatically to selected recipients on a schedule.

Essential field Plain meaning Example Required / notes
Report type Which report to send. Attendance Summary Required.
Recipients Users or emails who receive it. hr@company.com Required.
Active Whether schedule runs. On Turn off before deleting if unsure.
Essential fields

Automation rule and alert resolution forms

Admin / Manager

Tests rules, changes enabled state, and resolves alerts created by workforce automation.

Essential field Plain meaning Example Required / notes
Rule Automation behavior. Missing checkout alert Seeded or configured.
Resolution note How alert was handled. Manager confirmed correction Required for meaningful closure.
Essential table

Reports, schedules, history, and alerts tables

Database listing

Shows report outputs, scheduled jobs, generated files, and active automation alerts.

Filters: Report type, Date, Status, Recipient, Alert state
Column What it means Where it comes from Example interpretation
Report Report definition or run. report definitions/history. Attendance Summary.
Scope Filters used to produce it. saved filters. Head Office, June 2026.
Recipients Who receives scheduled output. schedule recipients. HR team.
Format File or view type. export request. PDF/XLSX.
Run status Whether generation succeeded. history table. Failed means check queue/logs.
Alert Automation issue to review. alerts table. Missing checkout.
Available actions
  • Open or edit the record when permission allows it.
  • Filter the list without losing the current page context.
  • Use status badges to decide which item needs attention first.
Full field appendix

Main docs show essential fields only. Open Documentation Coverage for every detected source field, action, column, route hint, controller hint, and test hint.