Daily Reports

Module Overview

The Daily Reports module allows companies to create custom forms for collecting daily data from employees. The system is designed to be flexible and adaptable to various needs - from sales reports through shift summaries to service intervention records.

Main advantages of the module:

• Creation of unlimited types of forms with custom fields
• Up to 50 custom fields per report type (checkboxes, numbers, dates, text)
• Automatic sums of numeric columns for quick overview
• Flexible permission system for reading and writing reports
• Export to Excel and print option
• Email notifications when a report is filled out

The module is intended for regular users who fill out reports, managers reviewing subordinate data, and administrators who configure report types.

Configuration

Creating an Overview Type

Administrators with appropriate rights can create report types in the Settings → Daily Reports section:

1. Click the Add Type button
2. Enter the Name of the overview type (e.g., "Sales Report", "Shift Summary")
3. Set Active to Yes to make the type available to users
4. Save the basic configuration

Custom Field Definition

After creating an overview type, you can define up to 50 custom fields. Each field has:

• Field Name - label that users will see
• Field Type - select one of 7 types:
  • Yes/No (checkbox) - checkbox field for yes/no values
  • Integer Number - whole numbers (e.g., piece count)
  • Decimal Number - decimal numbers (e.g., amounts, weights)
  • Date - date selection using calendar
  • Text - 1 line - short text field
  • Text - multiple lines - longer text with formatting options
• Function - for numeric types you can enable the Sum function, which automatically adds up values in the column

Example sales report configuration:

Field Name	Type	Function
Number of Customers	Integer Number	Sum
Revenue in CZK	Decimal Number	Sum
Note	Text - multiple lines	-

Assignment to Users

In the overview type settings, specify which users can use this report type. You can select specific employees or allow the type for everyone.

User Rights

In the Settings → Daily Reports → Access Rights section, set the access level for each user:

Level	Permissions
0	No access to module
1	Write and read only own reports
3	Write own and read reports of selected users (defined with "Select users for reading/writing" button)
5	Write own and read all reports, see all overview types
10	Write and read everything including writing for other users
15	Full control including deleting and restoring reports

Additional Settings

• Max. days back - limitation on how far back in time users can fill out reports (e.g., 7 days)
• Email notification - set users who will receive an email with every report submission
• Reminders for unfilled reports - automatic reminders for users who have unfilled reports

Basic Operations

Recording a Report

1. In the main menu, open the Daily Reports module
2. Click the Record Report button
3. Select the Overview Type from the dropdown list
4. The Worked by field is pre-filled with your name. Managers with higher rights can select another employee
5. Select the report Date using the calendar (default is today's date)
6. Fill in all form fields according to the overview type:
   • For checkboxes, check as needed
   • For numeric fields, enter values
   • For date fields, use the calendar
   • For text fields, write the necessary information
7. Click the Save button

After saving, the report will appear in the table and if email notifications are set up, the relevant users will receive an alert.

Editing a Report

1. In the list of reports, find the report you want to edit
2. Click the pencil icon in the right column of the table
3. Edit the required values
4. Click Save

You can only edit reports to which you have rights - either your own reports (rights 1+) or subordinates' reports (rights 3+).

Viewing Reports

To clearly view reports, use the filter:

1. Employee - select a specific employee or "All" (only with rights 2+)
2. Overview Type - filter by report type
3. Date - set year, month and optionally day
4. Check Including fields filled in overview if you want to see all columns from the form directly in the table
5. Click Show Reports

The table displays:

• Report date
• Employee
• Overview type
• Date filled
• Dynamic columns (if "Including fields..." is checked)
• Actions (edit, view, delete)

Advanced Features

Field Display in Table

By checking the Including fields filled in overview option, you will display all custom columns directly in the overview table. This is useful for quickly comparing values between days or employees without having to open individual reports.

Automatic Sums

If a field has the Sum function enabled in the configuration, the table footer automatically displays the total sum of all filtered records. This allows you to quickly determine, for example, total monthly revenue or total weekly customer count.

Export to Excel

1. Set the desired filter
2. Above the table, click the Excel button
3. The file will automatically download to your computer

The export contains all displayed columns including sums in the footer.

Recording for Other Users

Users with rights 10 and higher can record reports on behalf of other employees:

1. Click Record Report
2. In the Worked by field, select the desired employee
3. Fill out the report and save

This feature is useful if an employee does not have system access or if a manager is entering data in bulk.

Days Back Limitation

The administrator can set the maximum number of days back in the module settings for which a report can be filled out. For example, with a 7-day setting, it will not be possible to fill out a report older than a week. When attempting to select an older date, the calendar will not allow such a date to be selected.

Workflows

Scenario 1: Sales Report in a Store

Situation: A retail store needs to record daily revenue, number of customers, and significant events.

Configuration:

• Type name: "Sales Report"
• Fields: Number of customers (Integer Number, Sum), Cash revenue (Decimal Number, Sum), Card revenue (Decimal Number, Sum), Daily note (Text - multiple lines)
• Rights: Salespeople have level 1 (write only their own), manager has level 5 (sees all)

Workflow:

1. Each salesperson opens the Daily Reports module at the end of the shift
2. Clicks "Record Report" and selects "Sales Report" type
3. Fills in the number of customers served and amounts
4. In the note, mentions significant events (complaints, larger purchases, etc.)
5. Saves the report
6. The manager checks reports every morning, sets the filter to the previous day and selects "Including fields" to display sums

Scenario 2: Shift Report in Production

Situation: A manufacturing company needs to record production, downtime, and quality for each shift.

Configuration:

• Type name: "Shift Report"
• Fields: Number of pieces produced (Integer Number, Sum), Downtime in minutes (Integer Number, Sum), Was there a power outage (Yes/No), Quality note (Text - multiple lines)
• Rights: Shift supervisors have level 10 (can write for operators), production manager has level 15

Workflow:

1. The shift supervisor collects data from individual workstations at the end of the shift
2. Records the report and selects the appropriate shift or operator in the "Worked by" field
3. Fills in all values
4. The production manager has email notification set up - receives an overview immediately after saving
5. Once a week, the manager exports reports to Excel for further trend analysis

Scenario 3: Service Intervention Records

Situation: Service technicians need to record work performed at customer sites.

Configuration:

• Type name: "Service Report"
• Fields: Customer (Text - 1 line), Intervention type (Text - 1 line), Work hours (Decimal Number, Sum), Intervention date (Date), Work description (Text - multiple lines), Requires follow-up visit (Yes/No)
• Rights: Technicians have level 1, dispatcher has level 5

Workflow:

1. The technician enters the report directly in the field (mobile device) after completing the intervention
2. Fills in all data about the customer and work performed
3. The dispatcher filters reports by date and technician to plan next week's capacity
4. If "Requires follow-up visit" is checked, the dispatcher schedules a subsequent intervention

Troubleshooting

Problem: Cannot save report, form returns back

Possible causes and solutions:

• You have no active overview type created - contact the administrator to create and activate at least one report type in settings
• Date is outside allowed range - check if you are not selecting a date older than the allowed days back limitation
• You are not assigned to the selected overview type - the administrator must add your name to the user list in the type settings

Problem: Cannot see my subordinates' reports

Solution:

1. Check your rights level - you need at least level 3
2. If you have level 3, the administrator must define specific users whose reports you can read for your account (button "Select users for reading")
3. If necessary, ask the administrator to increase your rights to level 5 to view all reports

Problem: Custom columns are not displayed in the table

Solution:

• Make sure you have the Including fields filled in overview option checked in the filter
• You must select a specific overview type - when selecting multiple types at once, custom fields are not displayed
• Click the Show Reports button to apply the filter

Problem: Sums in table footer are not displayed

Solution:

• The Sum function must be enabled in the overview type configuration for the respective field - contact the administrator
• Sums are only displayed when custom columns are visible (checked "Including fields filled in overview" option)
• Try refreshing the page (F5) to update the data

Problem: Cannot delete old report

Solution:

• Only users with level 15 have the right to delete reports
• If you need to delete an incorrect report and do not have sufficient rights, contact your supervisor or administrator
• Alternatively, you can edit the report and correct the incorrect data instead of deleting

FAQ

Can I create multiple report types simultaneously?

Yes, the number of report types is unlimited. Each type can have its own set of fields and assigned users. This allows you to have, for example, separate "Sales Report", "Shift Report" and "Maintenance Report" simultaneously.

Can one user record multiple reports per day?

Yes, a user can record multiple reports of the same type or different types per day. The system does not limit the number of records. This is useful, for example, for shift reports or recording multiple service interventions per day.

How far back in history can I view reports?

Report viewing is not time-limited - you can filter reports for any period since the system was implemented. Export to Excel includes all filtered records regardless of their age.

Does the user receive confirmation of report submission?

After saving a report, the edit form automatically closes and the report appears in the table. If email notification is defined in the module settings, selected users (typically managers) receive an email with details of the filled report. The report author themselves does not receive standard email confirmation.

Is it possible to bulk import reports from Excel?

The module currently does not support bulk import. Reports must be entered individually through the web interface. For users with rights 10+, there is an option to record for other users, which partially speeds up entering a larger number of reports.

Shortcuts and Terms

• Overview Type - form template with defined fields created by the administrator
• Custom Field - user-definable field in the form (name, type, function)
• Sum Function - automatic addition of numeric values in table footer
• Worked by - user for whom the report is recorded
• Report Date - date to which the report relates (may differ from the date filled)
• Including fields - filter option to display all custom columns in the table
• Max. days back - limitation on how old a date can be selected when filling out a report

Documentation valid as of 11.11.2025 for the Daily Reports module in the eIntranet.net system