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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.

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.

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.