TimePally
Skip to Content
General ReportMonthly Summary

Monthly Summary

The Monthly Summary tab gives you a single row per member covering an entire calendar month. It’s the report most people use for payroll prep, monthly reviews, or showing senior management how the team performed.

Getting there

Open General Report in the sidebar and click the Monthly Summary tab.

What you’ll see

A filter bar followed by a sortable grid. The filter bar contains:

  • Year: the current year and the five years before it.
  • Month: January through December.
  • Location: leave blank for all locations.
  • Search member: by name or member code.
  • Apply button (loads the grid) and Export CSV button (enabled once the grid has rows).

Grid columns: Code, Member, Location, Work days, Present, Absent, Late days, Worked, Total late, Overtime.

  • Work days is the number of scheduled working days for that member in the month (rest days and holidays don’t count).
  • Worked, Total late, and Overtime are shown as Xh YYm.

Common tasks

Generate a payroll report for last month

  1. Set Year and Month to the month you’re paying for.
  2. Leave Location blank to include everyone, or pick one site.
  3. Click Apply.
  4. Click Export CSV. The file is named monthly-attendance-<YEAR>-<MM>.csv.

Spot members with high late counts

  1. Apply your filters and load the grid.
  2. Click the Late days column header to sort descending.
  3. The members at the top are the ones to talk to.

Tips

  • A member with Work days of 0 either had no scheduled days that month (entirely on rest/holiday) or was added after the month ended. Check their schedule.
  • The CSV exports raw minute counts under headings like “Worked min” so you can use them in formulas without re-parsing Xh YYm.
  • Present + Absent should equal Work days. If they don’t, the member has incomplete records: check the Exceptions tab for that period.
Last updated on
Daily AttendanceExceptions