This guide will help you get started using Tanda's Reports. It includes details on accessing and managing reports, setting filters, creating custom reports, common FAQs, and more.

To access Tanda's reports, navigate to https://my.tanda.co/login on your desktop device and enter your login credentials.

Once successfully logged in, click the 'Reports' tab on the main navigation bar at the top of the page to access Tanda's in-built reports.

You require specific user permissions to access reports in Tanda. Otherwise, the reports tab will be hidden to protect sensitive information. To view which user permission level can access each report, scroll to the bottom of the reports page and click 'BI Reporting.'

Broadly, users with Admin permissions can access all reports, while users with Employee permissions cannot. Users with Manager permissions can access most reports, though not all, as some are admin-only. Access levels for any custom roles you have created will vary.

To check a user's permissions, navigate to their staff profile and look for the following:

To customise or restrict who can access reports, navigate to Settings > Permissions > Show Advanced Settings > Customise Access & Roles Here. Toggle between each role type via the side menu to customise their access, looking specifically for the 'View Report' permission.

This section will provide an overview of Tanda's main reporting categories to help you navigate our reporting library more efficiently and select the appropriate option.

For a description of each individual report, see the blurb under that report's name, as below.

As the name suggests, these reports relate to employee time (i.e., clock-in times and break times) and attendance (are employees showing up to work when they're meant to?). This includes helping you track things like shift compliance, costs by shift, attendance points, overtime percentages, and more.

Our Workforce reports hone in on your employees, allowing you to report on your staff with confidence. This includes categories like recent commencements and departures, employee qualifications, shift acceptance, shift feedback, pay rate changes, and more.

For Tanda Payroll customers, these reports focus on how you pay your employees. They include categories such as super accruals, EOFY finalisation, payroll costs by location, employee leave, a payroll tax calculator, and more.

For Tanda HR customers, this category allows you to report on performance reviews, incidents, forms, warnings, and more.

If you have any partner accounts using your main Tanda account, you will also see this reporting category, which allows you to report on your partner accounts. This includes things like timesheets requiring employee approval, manually entered shifts, expiring qualifications, and more.

This section will explain some of our most common reporting filters to help you segment your data correctly and get the most out of Tanda's reports.

Columns to Display: Many of our newest reports use the Columns to Display functionality. Put simply, this filter allows you to customise which columns the report will load when you hit 'Generate'.

This ensures that only the columns you select will be generated, reducing superfluous details. By default, only essential columns like 'preferred name' are selected. Only selecting essential columns by default drastically improves reporting functionality and reduces load times, while still supporting the appropriate levels of flexibility and customisation.

For example, say you wanted to run a report just to see an employee's emergency contact details, and you don't care about any other information. You would simply select the columns shown in the image above while unselecting all irrelevant columns. By using 'Columns to Display', you're in control of what information you see and can easily avoid unnecessary data.

Rows to Display: Similar to the Columns to Display functionality, some of our reports also support a Rows to Display functionality. Put simply, this filter allows you to customise which rows the report will load when you hit 'Generate.' As with Columns to Display, some rows are hidden by default to improve performance and reduce load time.

Default Payroll Team: Filter your reports by an employee's default payroll team. To view or update an employee's default payroll team, navigate to their Staff Profile > Personal > Teams > Default Payroll Team.

Teams worked in: Filter by any teams employees have worked in (i.e. not just their default payroll team, but any team they've worked in).

Award Tags: Filter your report by an employee's specific award tags. To see what tags apply to an employee, navigate to their Staff Profile > Pay Conditions > Additional Tags. To see all applicable award tags in your account (or create a new one), navigate to Time & Attendance > Compliance > Classification Tags > Manage.

Award Templates: Filter your report by all staff under a specific award template. To see a list of all staff an award template applies to, navigate to Time & Attendance > Compliance, then select 'Manage' next to your Award template and look for 'Template Coverage.' This will direct you to a list of all staff to which that award template applies.

Shift Locations: Filter your report by where a shift was worked.

Positions: Filter your report by an employee's position. To view an employee's position, navigate to their Staff Profile > Pay Conditions > Position. To view a list of all your positions, navigate to Workforce > Positions.

Date Range: Select the date range you want the report to display from options such as This FY, This Pay Period, This Month, and more. You can also input a custom date range.

Include On-costs: When enabled, on-costs will be included in your reporting calculations. To manage your on-cost settings, navigate to Settings > All Settings > On-cost Config.

Compare to Previous: For relevant cost reports, the 'Compare to Previous' filter allows you to generate a report for two date ranges and compare the results side-by-side. For example, if you set your date range to ‘This Week’ and enable this filter, it would compare with last week. Or, if set to ‘This Pay Period’, it would compare with the last pay period, and so on.

Show Charts: Toggle this filter to show charts on supported reports. When this setting is enabled, you can choose whether your report is displayed as a line, bar, or pie chart.

Qualifications: Filter your report by different qualification types. To manage your qualifications, navigate to Workforce > Qualifications.

Qualification Status: Filter your report by a qualification's status (e.g. is that qualification expired or current?).

Staff (legal name): Filter your report by specific staff members (you can select multiple).

Our Advanced Reporting Links are at the bottom of the main reports page. You can use these links to troubleshoot or further customise your reports.

Clicking the BI Reporting link takes you to our Built-in Reports page. This will show you a list of Tanda's built-in reports and the role types that can access them.

If you ever need to give someone access to a report—or restrict access—you should cross-reference the employee's permission level with this table. For example, you might want to give a Manager access to a specific report, but notice on this table that only Admins can access that report. Note that no one with employee-level permissions can access reports.

To customise user permission levels or create custom role types, navigate to Settings > Permissions > Show Advanced Settings > Customise Access & Roles Here.

Additionally, you can add embedded reports or built-in reports on this page. To add a built-in report, click 'Add Built-in Report' and select the appropriate report on the next page.

To add an embedded report, click 'Add Embedded Report' and fill in the required fields.

Use this setting to schedule daily roll call reports. When configured, you will receive a daily roll call summary email that includes who is at work, who is rostered to be at work, and who is running late, current as of your specified time.

You can schedule daily roll call reports to be sent at the start of the day, end of the day, or both.

To configure these reports, enter an email address (or multiple addresses, separated by commas) in the specified field. Then, enter what time the roll call should be emailed and select whether it should be sent on weekends. Finally, if the notification is disabled, click the prompt to enable it.

Underneath the 'Configure Scheduled Reports' setting, you'll see Archives. This page houses an archive of your scheduled daily roll call reports if you ever need to refer back to them.

You can also create and save your own custom reports. Creating a custom report will save all of your filters and automatically reload them next time for greater convenience.

Please note that not all of our reports support customisation, though many of our newest reports do, especially our Workforce and Employee reports. To determine if a report is customisable, look for the 'Actions' menu at the top right corner of the page.

For example, let's say you want to customise the Employee Report. Instead of manually re-running the report for each team, you want to create a separate custom report for each team.

To do so, you would simply set the appropriate filter (either 'default payroll team' or 'teams worked in' depending on your specific needs). Then, once you're happy with your filters, click Actions > Save As Custom Report. You will be prompted to name your report. In this example, you might name it something like "Employee Report (Kitchen Team)" for easy navigation.

Repeat this process as needed to create custom reports for each location or customise a different filter and restart the process.

After saving your report, you can access your custom reports at the top of the main Reports page for easy access. You can also access them directly via the Reports menu. Your set filters will automatically apply whenever you reload a custom report.

You can also use the actions menu to pin or schedule reports. For more information on this process, see our help guide.

In addition to our built-in reports, you can add reports directly to your dashboard for greater convenience.

The dashboard is your Tanda homepage. To access it, click on the Tanda logo in the top left corner or visit Time & Attendance > Dashboard.

Adding reports to your dashboard lets you easily monitor important events in real-time, such as a live cost report or a workforce dashboard.

To do so, scroll to the bottom of the page and select + Add Widget > + Add A Custom Widget. You will be directed to a page titled Platform Reports. You can add any of the reports labelled "Dashboard" by clicking + on that report.

To learn more about dashboard reporting, see the following help guides: