Reports & Analytics

Generate insights across HR, finance, performance, and operations.

What You’ll Learn

• Access built-in reports
• Apply filters and customize views
• Export reports for analysis

Accessing Reports

Step 1: Go to Reports → Dashboard

Interface Breakdown

• Report Categories: Attendance, Leave, Expense, Performance, Finance
• Filters: Department, role, date range
• Export Options: PDF, Excel, CSV

Generating a Report

• Select report type
• Apply filters
• Click Generate Report

Exporting Reports

• Click Export
• Choose format and fields

Mobile Usage

• View reports on mobile
• Use pinch-to-zoom for charts

Best Practices

• Schedule monthly reports for leadership
• Use filters for targeted insights

Troubleshooting

• Report not generating → Check filters and data availability
• Export failed → Try a smaller data range

Expense Management

Submit, approve, and track employee reimbursements and business claims.

What You’ll Learn

• Submit expense claims
• Attach receipts and notes
• Approve or reject expenses
• Export expense reports

Accessing Expense Management

Step 1: Go to Expenses → Expense Report

Interface Breakdown

• Expense Table: Date, category, amount, status
• Claim Form: Type, amount, description, attachments
• Approval Panel: Pending claims, status updates

Submitting an Expense

• Click Add Expense
• Fill in:
  • Expense Type (Travel, Meals, Office Supplies)
  • Amount
  • Description
  • Upload receipt
• Click Submit

Approving Expenses

• HR/Finance views pending claims
• Click Approve or Reject
• Add comments if needed

Exporting Expense Data

• Click Export Expense Report
• Choose format and filters

Mobile Usage

• Submit claims via mobile
• Snap and upload receipts instantly

Best Practices

• Set category limits and approval thresholds
• Audit expenses monthly

Troubleshooting

• Claim not submitting → Check required fields or file size
• Approval not visible → Confirm finance role assignment

Time Tracking

Log hours worked on tasks and projects using timesheets.

What You’ll Learn

• Add and manage timesheets
• Link time logs to tasks/projects
• View weekly summaries
• Export time tracking data

Accessing Time Tracking

Step 1: Go to Projects → Timesheet

Interface Breakdown

• Timesheet Table: Task name, hours logged, date
• Add Entry Form: Project, task, duration, notes
• Weekly Summary: Total hours per day

Logging Time

• Click Add Timesheet Entry
• Select:
  • Project & Task
  • Date
  • Duration (HH: MM)
  • Notes (optional)
• Click Save

Exporting Time Logs

• Click Export Time Log Report
• Choose format and filters

Mobile Usage

• Log time via mobile
• View weekly totals

Best Practices

• Log time daily for accuracy
• Link entries to tasks for billing

Troubleshooting

• Task not listed → Check project assignment
• Time not saving → Verify format and required fields

Leave Management

Request, approve, and track employee leaves with automated workflows.

What You’ll Learn

• Apply for leave
• Approve or reject requests
• View leave balances and history
• Export leave reports

Accessing Leave Management

Step 1: Go to HRMS → Leaves

Interface Breakdown

• Leave Calendar: Upcoming and approved leaves
• Request Form: Type, dates, reason, attachments
• Approval Panel: Pending requests, status updates

Applying for Leave

• Click Request Leave
• Select:
  • Leave Type (Casual, Sick, Earned)
  • Start & End Date
  • Reason
• Attach documents (if required)
• Click Submit

Approving Leaves

• HR/Manager views pending requests
• Click Approve or Reject
• Add comments if needed

Exporting Leave Data

• Click Export Leave Report
• Choose format and filters

Mobile Usage

• Apply and approve via mobile
• View balances and history

Best Practices

• Set approval workflows by role
• Monitor leave trends for planning

Troubleshooting

• Leave not submitting → Check date range or balance
• Approval not visible → Confirm manager assignment

Attendance Management

CRMLeaf’s Additional Features module includes essential tools for workforce tracking, leave approvals, time logging, expense claims, and organization-wide reporting. These features support HR, finance, and operations teams with real-time visibility and control.

User Guide: Attendance Management

Track employee attendance, shift schedules, and clock-in/out records.

What You’ll Learn

• Access attendance logs
• View daily, weekly, and monthly records
• Filter by employee, department, or date
• Export attendance data
• Troubleshoot clock-in issues

Accessing Attendance

Step 1: Go to HRMS → Attendance

Interface Breakdown

• Calendar View: Daily clock-in/out status
• Table View: Employee name, shift, in/out time, total hours
• Filters: Department, date range, status

Actions

• View individual attendance
• Approve or correct entries (HR/Admin only)
• Export logs as Excel or PDF

Mobile Usage

• Employees can clock in/out via mobile
• Managers can view team attendance on the go

Best Practices

• Encourage timely clock-ins
• Use shift rosters for accurate tracking

Troubleshooting

• Clock-in not recorded → Check device sync or permissions
• Missing logs → Verify shift assignment