Attendance Excel Report

HR needs attendance summaries for a period, per person or per department. This module adds an Attendance Report menu that opens a wizard to choose the scope and dates. It produces a PDF or an Excel file that can be downloaded. HR officers and department heads use it on top of the Attendance app. It saves time compared with exporting and formatting data by hand.

1. 1

   Open the wizard

   From the Attendance Report menu the user opens a wizard dialog. It contains the date range and the selection options. The wizard is a transient form.

   • Menu: Attendance Report
   • Transient wizard
   • Cancel button
2. 2

   Choose the date range

   The user sets the starting and ending dates. Attendance in that period is considered. Both dates are required.

   • Fields: Starting Date, Ending Date
   • Period-based
   • Required dates
3. 3

   Select employees or departments

   The user ticks Employees or Departments and picks records, or uses Select All. Only the chosen scope enters the report. A selection field sets the type of attendance to include.

   • Fields: Employees, Departments
   • Select All options
   • Selection of Attendance
4. 4

   Print a PDF report

   The PDF Report button renders a QWeb report with attendance per employee for the period. The report is opened for printing or saving. It follows the chosen scope.

   • Button: PDF Report
   • QWeb template
   • Print or save
5. 5

   Download the Excel file

   The Excel Report button builds a spreadsheet and shows a download form with the file name. The user downloads it and shares it. The layout is ready for payroll or management review.

   • Button: Excel Report
   • Download form
   • Ready to share

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