FAQs and Resources for Reports and Views

Review Daily Activity by Worker
This supplier view is often used to: review time and activity for workers for a single day find a worker for editing close orders How to Use this V...
Mon, 24 Oct, 2022 at 3:20 PM
FAQ - How do I find unapproved WorkSegments?
To find unapproved WorkSegments in WorkRecords please follow the steps below. Log into www.workrecords.com. Navigate to Reports > My Views and click o...
Fri, 30 Oct, 2020 at 3:01 PM
FAQ - Can I have reports automatically generated and sent to me?
Alerts automatically send you an email with your saved Views at the frequency you desire.  Alerts can send your saved Views daily, weekly, or monthly and an...
Wed, 5 Oct, 2022 at 4:32 PM
FAQ - How do I create an Alert?
  Creating and Saving Alerts (video 3 minutes)
Tue, 11 Oct, 2022 at 11:06 AM
Using Views
WorkRecords Views provide Labor Buyers and Labor Suppliers of staff with access to a large amount of data on worker activity, TimeCards, overtime, invoicing...
Tue, 4 Oct, 2022 at 3:27 PM
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
Buyer - DAILY: Review Hours and Spend in Progress
This training video covers the step-by-step instructions on how to use the Daily: Hours & Spend in Progress View in WorkRecords to review worker activit...
Thu, 28 Mar, 2024 at 10:04 AM
Reviewing Data With ChartIt
This training video walks through how to review time and activity using ChartIt. IMPORTANT: If you plan on editing a timecard throuh ChartIt (not just i...
Thu, 3 Apr, 2025 at 12:04 PM
Running Reports in WorkRecords
Many departments use our data for a variety of reasons such as completing Daily Labor Reports, reviewing daily or weekly activity, and completing Month End....
Tue, 11 Oct, 2022 at 3:33 PM