Running the Pay Period Report

To view reports in the web portal, the Reports permissions for your Role will need to be set to View Only. 

The Pay Period Report in the Web Portal will display the total hours worked by pay code. It can also display the gross pay. Any filters applied to the report will be reflected in the exported CSV file. Hours displayed on the report are formatted based on your minute format for the account.

Run a pay period report:

1. Log into the CloudPunch web portal.
2. Click on Pay Period Report in the side menu. 
3. By default, the report will show all active users with hours for the current pay period. The following data is available: 
   • Employee name
   • Hours by pay codes
   • Total hours by employee
   • Total Hours for the account by pay code
4. Set the Pay Period or Date Range for the report.
5. Click the View button to toggle how the report displays.
   • View either Employees or Departments.
   • View by Hours or Gross Pay.
   • Departments can be listed by Name or Pay Code.
6. Select Apply after making your selections.
7. When viewing by Employee, click the name of the person to see a breakdown of hours by department.
8. When viewing by Department, click the name of the Department to view a breakdown per person in that department.
9. Optional: Search for a specific user's hours or pay. 
10. Optional: Sort the report using the column headers.

View the pay period report for previous pay periods:

1. Log into your CloudPunch web portal.
2. Click on Pay Period Report in the side menu.
3. By default, the report will show all active users that have punched for the current pay period.
4. Click on the date range.
5. Select the Pay Periods option.
6. Select the pay period from the list of pay periods or select a day in the pay period from the calendar view to jump to that pay period.
7. Click Apply to load the report.
8. Optional: Filter the report as needed. 
9. Optional: Search for a specific user's punches. 
10. Optional: Sort the report using the column headers.

View the pay period report for a range of times:

1. Log into your CloudPunch web portal.
2. Click on Pay Period Report in the side menu.
3. By default, the report will show all active users that have punched for the current pay period.
4. Click on the date range at the top of the report.
5. Select Range to choose a date range.
6. Select one of the pre-set options from the list or select Custom to choose a custom range on the Calendar View.
7. Click Apply to load the report.
8. Optional: Filter the report as needed.
9. Optional: Search for a specific user's punches.
10. Optional: Sort the report using the column headers.

Search the pay period report:

1. Log into your CloudPunch web portal.
2. Click on Pay Period Report in the side menu.
3. By default, the report will show all active users' hours for the current pay period.
4. Set the Pay Period or Date Range for the report.
5. Optional: Filter the report as needed. 
6. Click the search bar located in the top left corner of the report.
7. Type in the name of an administrator, supervisor, or employee to filter the report by that user's hours or pay.
8. Optional: Sort the report using the column headers.

Sort the pay period report:

1. Log into your CloudPunch web portal.
2. Click on Pay Period Report in the side menu.
3. By default, the report will show all active users' hours for the current pay period.
4. Set the Pay Period or Date Range for the report.
5. Optional: Filter the report as needed. 
6. Optional: Search for a specific user's hours or pay. 
7. Click the header to sort the rows by that item.
   • Click once to sort the report in ascending order.
   • Click twice to sort in descending order.

Export the pay period report:

1. Log into your CloudPunch web portal.
2. Click on Pay Period Report in the side menu.
3. By default, the report will show active users' hours for the current pay period.
4. Set the Pay Period or Date Range for the report.
5. Optional: Filter the report as needed. 
6. Optional: Search for a specific user's hours or pay. 
7. Optional: Sort the report using the column headers. 
8. Click Export to export the filtered report as a CSV file.