Month: June 2017

Reports: Activity Reports

Activity Reports are a simple report to show a view of all the events your workers make. There are no calculations performed as this report simple displays the events as they are. For example, a day where a worker clocked in, started lunch, ended lunch, took a progress photo, and clocked out would show as 5 rows in this report.

The report is most commonly used to find photos or make edits to events since its easy to view photos and make edits.

How to run a Work Block report:

  1. Select “Activity Report” from the Reports menu
  2. Filter your report for the projects, workers and dates you want. The time defaults to “Today” but you can select a lot of other pre-loaded times, like last week, Month to Date, etc. If you click on “Custom Time” you can put your own desired time period. Custom fields may appear below Worker and Project if they are enabled for your company.
  3. Click “Run.”
  4. Once the report loads, you should see a report that is a series of rows. Each row represents an event by your employees. You may edit the events or view the event photo using the buttons at the right. Also note that you may export the report to a Comma Separated Variable file that can be opened in Excel or other spreadsheet programs.
  5. The filters are still available on top in case you need to adjust something and re-run.

Limited Admin vs. Full Admin

When you create an admin user, you have the option to create a Full Admin or a Limited Admin. If you have questions about who should have what kind of admin login, please contact your account manager our our support team to discuss the details of your company’s situation.

Full Admin: A Full Admin can do and change everything. For small companies, it is usual for everybody to be a full admin.

Parent Admin: This is a special kind of admin that companies with multiple SYNCrew locations have. They are effectively Full Admin who can switch between locations. 

Limited Admin: A Limited Admin is exactly what the name says, limited in the following ways:

  • No Admin Access: No Limited Admin may access the “Admin” tab to edit settings, add/remove users, add/remove projects
  • Options: Depending on your goals, the limited admin can be further edited as follows: Full Report Access: By default, limited admin can run reports but will only see data from projects they have access to. There is an option to make them able to see report data for
    • Disable Editing Privileges: By default, a Limited Admin can edit data they can see. You may disable their editing privileges so they can not make edits. This effectively makes them a “view only” user
    • Disable Manage Menu: By default, limited admin users can access the manage menu. Clicking this option prevents the limited admin from seeing the menu or accessing its features (timesheets, worker time review, etc.)
    • Project Type: By default, limited admin can see all projects. If you select the option “Limited Projects” in this menu, you can then pick which projects this admin can see. Some companies use this to give their clients access to view activity for just that client’s locations. Others use this to make it easier for managers to see only the projects they are managing
    • Full Report Access: This option does two things:
      • 1) If projects are limited as described above, then this will allow the Limited Admin to run reports across all projects
      • 2) This allows Limited Admin to access Timesheets in the manage menu
    • Quick Add Menu: By default, Limited Admin do not have access to the Quick Add menu in the left-navigation. You can enable a Limited Admin to be able to add worker time OR add projects OR new workers (or any combination of the three). If none is selected, the Quick Add menu will not be shown to the Limited Admin

Here are the options you will see once you toggle an Admin user to be a Limited Admin:

  • Shown in green below is where you select whether a user should be a full or limited admin
  • Shown in red below are the options for a limited admin