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DATABASICS

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How to create Ad Hoc Reports?

The Ad Hoc Editor allows you to create tables, crosstabs, and charts by dragging and dropping elements into the editor. You can:

• Select report types

• Add fields

• Define groups

• Select labels and styles

• Select summaries and data formats for each field.

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How to schedule Ad Hoc Reports?

DATABASICS Reporting allows you to create Jobs in order to run reports at pre-determined times. These jobs are run in the background and saved in the repository. You can also specify a file format and have those results e-mailed to yourself or other users as an attachment.

Only the user that created the scheduled report or an administrator can edit that job.

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Version 8.2 Highlights

In the 8.2 release, several improvements and fixes were made, focusing on the most frequently requested features by users. Here are the highlights:

1. Announcements Page Update

2. Expense Module Enhancements:

   • Improved Google location search

   • Enhanced auto-creation of expense reports from recurring credit card transactions

3. Time Module Updates:

   • Time Clock Improvements

4. Sneak Peek at DATABASICS AI:

   • An upcoming release will integrate Artificial Intelligence into the application, primarily focusing on assisting administrators with queries and data retrieval initially. Future plans include extending AI benefits to end-users, with ongoing training and development.

Setting Up a Proxy

DATABASICS proxy function allows users to access someone else’s timesheets and expense reports to assist with the entries or help troubleshoot an issue.

The system allows:

• Separate proxy access for timesheets, expenses,

• Proxy access with modify or Read-only rights

• Using a proxy to start/end time clock sessions

• Data restrictions by proxy when searching timesheets, expenses or editing the time clock entries.

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regularly conducts short webinar series to provide our customers with in-depth insights into frequently used features and increased visibility into newer, less familiar functionalities. In this section, you can find recorded sessions from our previous webinars.

List of Webinars