Reports - Using WorkRecords Views to Generate Reports & Alerts

This folder contains QuickGuides that show how to use Views in WorkRecords and Frequently Asked Questions about our Views, reports and Alerts.

Learning about Views
WorkRecords Views are real-time, search-driven reports that help streamline processes and provide critical information on how labor is being used.  Views e...
Tue, 11 Oct, 2022 at 3:07 PM
Using Selectors, Action Items and Info Links in Views
Depending on the View selected, one or more search criteria sections may be available from which to choose, including:  Date Selection Tagging Tree Sel...
Tue, 11 Oct, 2022 at 3:09 PM
Field Selector - What is a Field Selector
Field Selectors work similarly to what happens when you search the Internet - the fewer parameters you put in, the broader the search results are.  But, whe...
Fri, 7 Oct, 2022 at 4:21 PM
Billing for Holidays
Labor Buyers and Suppliers have two options for adding holiday billing in WorkRecords: Adding the billing amount to unapproved TimeCards. Creating an adj...
Wed, 20 Nov, 2024 at 11:19 PM