Reports for project users

In addition to an overview of each report, you will also find the registration information on how the report is registered in Vertec.

The work record lists the entered time of presence, entered services, difference to standard hours, absences including text and the overtime balance from the service entry per day. A date interval can be selected during the execution. Overtime and work breaks (presence time) are also output.

Registration information

• Type: Office report
• Class: Project user
• Output format: Excel
• Executable on: Single + List
• Internal name: WorkHoursPerUser
• Active: yes

Creates a report on the selected users with sales, productivity, and hours worked. The numbers are summed up per user. When running the report, a date range is queried. The default is the last month.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: UserAnalysis
• Active: yes

Displays the vacation taken per month and a balance calculation up to the selected date with the available vacation credit per employee.

First, a date range must be entered. By default, the 1.1. of the current year up to today is shown.

Due to the Vertec vacation calculation, it is not possible to go back further than to the last manual vacation carryover. The start date of the evaluation is therefore determined per user as follows:

1. From Date Query Dialog
2. If this is less than the entry date, take this one.
3. If this is smaller than the last vacation lecture, carry this one.

The values are calculated as follows:

• The presentation is calculated with ->getFerienvortrag(startdate).
• The holiday credit is calculated: balance + holiday receipt – brought forward.
• The vacation balance is always shown for the “To date of the query dialog” cut-off date.

Employees who joined after the bis date do not appear in the report.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: VacationReport
• Active: yes

Displays the user’s services grouped and summed by working days.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: MonthlyControl
• Active: yes

Shows under project the quantity of hours worked per day and project as well as the vacations. After the Total absences of the types “sick” and “holidays” are listed, followed by the Total inkl. Abwesenheiten. Finally, there are any compensation hours. In the following sections, a table on the balance of overtime and holiday payments is presented.

The holiday cut-off date is set to 01.01. of the year. The holiday statement on this report is therefore only correct if the Holiday Cut-Off Date is set to 01.01. (default).

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: MonthlyOverview
• Active: yes

Displays the employee’s expenses to be reimbursed from expense entry for the selected period, grouped by expense type.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: ExpensesToReimburse
• Active: yes

Can be run on a user or on a list of users. A query will appear for the year to be evaluated. The report shows the balances per month and lists the forward.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: OvertimeReport
• Active: yes

Creates a time statement for the employee, divided into productive and unproductive, each in percent for actual time and target time.

• The report lists the numbers from 1.1. of the up-to-date year to the end of the month, which is selected via a dialog. The default is the last of the up-to-date month.
• The percentages are calculated on the basis of the actual working time (minutesIntOpen+minutesIntBilled). Therefore, vacations are not included. Thus, if only productive services and vacations were entered in a month, the percentage “Productive” is evaluated as 100%.

Registration information

• Type: Office report
• Class: Project user
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: TimeSheet
• Active: yes

In Vertec versions before 6.6

The Absence List report shows a list for each employee that visually shows absences such as vacations, holidays, and compensations in different colors. It runs on an annual basis, querying the year at a time. Four sheets show a quarter at a time.

Registration information

• Type: Legacy Office report
• Class: Project user
• Output format: Excel
• Executable on: Single + List
• Active: yes

This report has been replaced with Vertec 6.6 by the Plug-in: overview absences .

Displays the summed services for the selected week per user. Each user is shown in a row.

Registration information

• Type: Legacy Office report
• Class: Project user
• Output format: Excel
• Executable on: Single + List
• Active: yes