Reports Overview

Reports, data, CSV file, running reports, export data, Payroll, Revenue Summary, Timesheet Summary, Time Clock, Position Coverage

Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

PARiM offers a wide range of different reports and a list of them can be found under the 'Reports' tab. Others can be found in the Pay & Charges tab.

Several other pages such as the People page, the Shifts list, Timesheets list and Timesheet table also work as reports as they can be exported.


Each of the reports will give an overview of a specific subject. Please find the short summary of the main reports below:

Absences gives you an overview of the holidays, sick leaves and other absences.

Absence summary summarises absences over periods to give you an overview of different holiday years and other periods.

Only available in the Premium plan and higher.

Timesheet Summary gives you an overview of the actual shift times which come from the Time Clock page and are based on when a person clocked in or out of the shift.

Only available in the Professional plan and higher.

Time Clock allows you to view the ‘‘problems’’ with the shifts, for example, the lateness and overtime.

Only available in the Premium plan and higher.

Pay Run has all the necessary information on it for running payroll. You can customise the report as needed and choose whether you want to include scheduled or actual shift times within the System Settings under Pay Manager. The report can then be exported as a CSV file and imported into payroll software.

Only available in the Professional plan and higher.

Position Coverage compares planned positions with allocated in terms of hours, rates and charges as well as allows you to monitor your % coverage by rate range, location or event. The report also works out your planned gross margin as is based on planned Schedule data.

Only available in the Premium plan and higher.

Revenue Summary shows you what you should be charging your client by day, week, month or by location and is based on actual shift hours.

Only available in the Professional plan and higher.

Action History is a report for when you need to lookup any action taken in the system, for example, if an employee has been deleted from the system and you need to find out who and when performed this action then the Action History report will help you find that information.

Only available in the Professional plan and higher.

Invoicing is a tool for invoicing your clients, it is available from the Pay & Charges tab instead of the Reports area.

Only available in the Premium plan and higher

Checkpoint is to have an overview of checkpoint usage for shifts that have routes, such as for guard patrols.

Only available if subscribed to the Checkpoints module.

Running reports

Each of the reports can be customised based on your company's needs and for that PARiM offers different options on how to look up the information. 

1. Filter - filters help you narrow down the data to find exactly what you´re looking for. You can select the time period, department or a specific event and so on.

2. Grouping - all the reports have an option to choose how you want to group the
information together. The available options can be found under the grouping icon at the top of the report (three horizontal lines).

3. Columns - select which information you want to include on the report. From the
Columns options (thee vertical lines on top of the report) you can choose the relevant columns by ticking or unticking them.

4. Sorting - it is possible to sort the columns by clicking on the column name. An arrow will then appear next to it to indicate in which order the column is currently sorted.

5. Save view - if you have certain filters, grouping and columns which you use often you can use the ‘‘Save view’’ function which will save all this information for you. You can name and save the view and then use it later to avoid having to select and set everything again on the report. The saved views can be applied from under the ‘‘All shifts of the last week’’ filter.

Exporting reports

The reports can be exported from PARiM as a CSV file. This option can be found under the blue Actions button. You can choose whether you want to export it with the currently displayed columns or the detailed version where all the columns are included.

Back to Reports menu

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