We always hope you can find what you need in the software, either through entry screens, reporting grids, or formatted reports.
Sometimes, though, there is data that can be easier to manipulate when paired with Excel. The Employee Details report, is a good example of a lot of data that can be overwhelming when presented all at once. This report will show you all hours, for all employees, on all jobs, and in one spot. It is available in HeavyJob desktop under the Overview menu, and in HeavyJob.com under the reports menu.
HeavyJob has built-in tools to group and filter the information to make it easier to consume, but this report is particularly well paired with Excel. If you send it to Excel, you can quickly turn your data into a table, and then into a Pivot Table Report, where you can sort, filter, and investigate anything that looks amiss. It makes it relatively quick and easy to be able to take all your data from the week, and filter by job, foreman, employee, or find any gaps in your employees’ time.
I have made a downloadable checklist to guide you through exporting and manipulating your Employee Hours Report in Excel below. I hope you find it useful.
Let us know what reports you are taking from HeavyJob into Excel and why in the comments. If you need any help along the way, feel free to contact our support that is available every day.