The Cross-Module Attendance Report allows administrators to consolidate attendance information into a single, configurable report that combines pay code totals, attendance records, and personal/job details for any selected employees. This article walks through how to create both the Attendance Overview Report (granular daily records) and the new Attendance Summary Report.
Step 01 - Navigate to the Reports and Analytics module and click on the "New Report" button.
Step 02 - In the "Select Report Type" dropdown menu, choose the report type. Two options are available for the Attendance module:
- Attendance Overview Report — shows daily granular records for each employee within the selected date range.
- Attendance Summary Report — aggregates all duration pay codes for each employee within the selected date range into a single, clean row per employee. Use this option for payroll processing, compliance checks, or any reporting that requires period totals rather than daily records.
Step 03 - From the "Select Folder" dropdown, select the Attendance module and click the "Next" button.
Step 04 - On the next screen, enter a name for the report.
Step 05 - Choose the user roles that should be able to view this report from the available options and click the "Next" button.
Step 06 - Configure the report's selection criteria.
- Selection Criteria* — From the list of available categories under Additional Selection Criteria, select the categories you want to apply. The data fields related to the selected categories will then be displayed for configuration.
- Pay Policy filter — You can now filter records by a single Pay Policy or by multiple Pay Policies. Selecting one or more Pay Policies will dynamically update the Pay Code filter to show only the Pay Codes that belong to the selected policies. Previously, the system allowed only "single pay policy" or "all pay policies" — this enhancement gives you flexible scoping without selecting policies one by one.
- Include* — From the dropdown, select whether you want to include current employees, past employees, or current and past employees.
- Show Only Rows with Filter Values (Optional) — Tick this option if you want the report to display only rows where the selected criteria have data (hiding empty rows).
- Date Range* — Under "Date Range," enter the start and end dates for the report period.
Dynamic date filtering (new in 8.0.2) — Alongside the manual Start and End date inputs, you can now choose a dynamic preset such as:
- This Week / Last Week
- This Month / Last Month
- Within the Previous 7 Days
- Within the Previous 30 Days
- Year to Date
Dynamic presets recalculate every time the report is generated, so the date range automatically rolls forward without manual editing.
Once you complete all required fields, click "Next" to proceed.
Step 07 - Configure the display fields for the report.
The display fields are organised into three main groups,
- Personal Details — name, employee ID, date of birth, etc.
- Job Details — job title, sub unit, location, employment status, etc.
- Pay Codes — duration totals for each pay code applicable to the selected employees.
Pay Codes checkbox - Under the Pay Codes field group, a single master "Pay Codes" checkbox is now available. Ticking this checkbox automatically includes every relevant Pay Code as a column in your report, removing the need to select Pay Codes one by one from a long list. You can still uncheck individual Pay Codes if you want to exclude specific ones.
Cleaner column headers— Generated report columns now display only the Pay Code name rather than the previous combined format that appended the Pay Policy name to every header. This produces a more readable report, particularly when many pay codes are included.
Once you have selected the fields you want to display, click "Next" to proceed.
Step 08 - Click the "Generate" button to produce the report.
A report will be generated based on the selection criteria and the display group fields you have added.
- For the Attendance Summary Report, each employee appears as a single row with aggregated totals for every selected Pay Code across the chosen date range — making it easy to feed the data directly into payroll processing or compliance reviews.
- For the Attendance Overview Report, each row represents a single day's attendance record, retaining the granular daily view.