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Area : Report

The reportsReports section generates all kinds of reports thatallows the center needsto generate various reports needed for evaluationsevaluation, review, and printing.printing purposes.

Neumitgliederlisten

1. New Member Lists

New member lists arecan be generated either for onea specific employee or for all.all Theemployees. newThese memberlists list showsdisplay all new members enteredadded during the selected evaluation period.

Listing New member list for employees

employees:

Employees

Period

Count

Action

Eva Muster

05/2025

12

{pdf} {delete}



How

Ato button is available for creating a new member list. The admin selects the employee, enters the evaluation month and clicks on „Create new member list“list:

  • Click "Create new member list" button

  • Select employee and evaluation month

  • Click "Submit" to generate PDF

The generated PDF documentshows:

contains
    some
  • basic

    Evaluation informationperiod

  • Employee info (evaluation period,What employees) andare the listinfo to display )

  • List of new members. members

Example file:Example: Mitarbeiter-Neumitgliederliste.pdf


Listing Multi- New member list

 :

Period

Action

05/2025

{pdf} {delete}



Multi-New Member List

  • AClick button is available to create a"Create multi-new member list.list"

    The
    • admin
  • enters

    Enter the evaluation month and clicks on „Create multi-newmember list“

  • Click to generate PDF

The generated PDF documentincludes:

  • Cover sheet Question: contains awhat cover sheet and from page 2 the list with the informationkind of allcontent ?

  • Page 2: All new members.members Then(combined thelist)

    lists
    • according
  • to

    Following employees.pages: New members grouped by employee

Example file: Multi-Neumitgliederliste.pdf


Need runthrough again for final confirmation

2. Advertising sources

TheThis report evaluates the sources from which the new members comeoriginate (as entered when creating a new membership) are evaluated here. .

Listing (Filter: year, month, employee):

Start

Employee

Member

Short

Advert.source

01.07.2025

Max Muster

Eva Muster

FP Gold

Zeitung



  • Below the listinglisting, there is an Excel icon to export the list to Excel.data.

  • The columns inClicking the icon generates an Excel tablefile are:with the following columns:

    • dateDate

    • employeeEmployee

    • memberMember

    • membershipMembership

    • advertisingsourceAdvertising Source

    • recommendationRecommendation fromFrom

    Example

    • file: werbequellen.xlsx


  • Example file    : werbequellen.xlsx

3. Settlements

Evaluations for Payroll Accounting

Settlements

  • ThereTwo listings are againavailable:

    two
      listings
    • in

      Employee thePayroll Listing – shows evaluation data per individual employee.

    • Multi-Payroll Listing – compiles payroll evaluations for payroll accounting. One for the individualmultiple employees andin one for the multi-settlements.report.

Listing (Filter: year, month, employee):

Name

Period

Created on

Last change

Action

Max Muster

05/2025

30.05.2025(11:48)

30.05.2025 (11:48)

{delete} {kalender}



The contentscontent of the payroll PDFPDFs varies by employee type (Salaried / temporary employee)

Sample files vary depending on whether the employee is a salaried or temporary employee.:

  • EmployeeSalaried payrollEmployees sample→ file: Abrechnung-Mitarbeiter.pdf
    Sample

    file
    • payroll
  • temporary

    Temporary help:Help → Abrechnung-Aushilfe.pdf


Listing Multi- Billing (Filter: Month/year):

Period

Action

05/2025

{pdf}- {delete}



The multi payroll PDF file ofincludes a multi payroll run contains all payroll runs for the selected period, (regardless of whether they are for employees or temporary staff).staff.


Sample file multi-billing:billing: Multi-Abrechnung.pdf


4.

Time sheets

Timesheets are official documents that every employee must receive for their payroll accounting. The timesheets can also be generated individually for each employee or as multi timesheets.

Listing Employee timesheets (Filter: month, year, employee)

Employee

Period

Total working time (h)

Remaining vacation (h)

Action

Max Muster

05/2025

235,44 Std.

85,7

{view} - {pdf} – {delete}



A button is available toTo create a time sheet.sheet:

The
    admin
  • selects

    Click the employee, enters the evaluation month and clicks on „"Create time sheet“

    sheet"     button

  • Select the employee

  • Enter the evaluation month

  • Click "Create" to generate the time sheet

Why is there a "View" icon in this listing?
Click on "View" to download all timesheets generated to date as PDF and XLS files. Susanne: warum XLS?

Need to check on the above.

Employee time sheet example file:file: Stundennachweis Mitarbeiter.pdf


Listing Multi timesheets (Filter: Month, Year)

Period

Action

05/2025

{pdf} – {delete}



To create multi timesheets:

  • A button is available for creatingClick the multi timesheets. The admin enters the evaluation month and clicks on „"Create multi timesheets“timesheets" button


  • Enter the evaluation month

  • Click "Create" to generate all time sheets for the period

Sample file Multi time sheet: Multi-Stundennachweis.pdf

 

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