Monthly report

A monthly report shows one external company’s cost for one month, employee by employee: their monthly and daily salary, their absence days and what they cost after absences. Use it to check the company’s bill line by line or to send it as a spreadsheet.

From the side menu, open Reports › Monthly report, choose the month, then click the company’s row.

What’s on this screen

• Header — Monthly report — with the company name, the month and the report status (Open or Locked).
• Monthly reports — returns to the list for the same month.
• Export — downloads the lines as an Excel file.
• Summary cards — Company, Total employees and Total cost.
• Search by name or code… — finds an employee’s line.
• The lines table, with page controls at the bottom.

Columns

• Employee — name, with the employee code and gender underneath.
• Monthly salary (SAR) — the employee’s monthly rate.
• Daily salary (SAR) — the monthly rate divided by the number of days in the month.
• Absence days — days covered by approved transactions on which the employee was billed.
• Total cost (SAR) — the monthly rate less the days not billed and the absence days, at the daily rate.

How to export the report

1. Open the report.
2. Click Export. The file contains the same lines you see on the page.

Note

While the report is Open, its figures change each time the reports are generated again. Once it is Locked, it no longer changes.

Tip

A supervisor sees only the lines of their own employees, without the company totals: the summary shows Your employees’ lines instead, and the export contains only those lines.

Required permission

You need Monthly report — View.