The Quick Summary report can give you a quick snapshot of data from ClockShark. You can view the totals for employees, jobs, tasks or customers and then customize the report further.
Run the Quick Summary report
- Go to Reports > Quick Summary.
- Select a Date Range.
- Under Summary of, select either Employee, Job, Task or Customer.
- Optionally, select Include Breakdown and select Employees, Tasks and/or Customers to include further details. If this option is not selected, only a summary is included in the results.
- To only include specific employees in this report, select Filter Employees and then select the employees, departments or locations. If this option is not selected, the report includes all employees.
- To only include specific jobs in this report, select Filter Jobs and then select the jobs and customers. If this option is not selected, the report includes all jobs.
- To only include specific tasks in this report, select Filter Tasks and then select the tasks. If this option is not selected, the report includes all tasks.
- You can either view the report as a PDF or download the report as either a PDF or CSV file:
- Click View > PDF Portrait / PDF Landscape to view the report results in your browser.
- Click Download > PDF Portrait / PDF Landscape / CSV to download the report file to your computer.
