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1. Overview

Report management is a tool for collecting, processing, analyzing, and displaying data. It helps organizations understand their operations and make informed decisions.

2. Use cases

  • Employee attendance statistics
  • Leave usage tracking

3. How to use

View reports

1
Admins with the required permissions can open DingTalk desktop > Workbench > Attendance.
View report entry on the DingTalk Workbench

View report page example

2
Go to Attendance statistics > Report management > Select the target report > Click View to see the statistical details.
Statistical details of an attendance report

View report page example

Report descriptions:
  1. Monthly summary: aggregated monthly attendance data.
  2. Daily statistics: aggregated daily attendance data.
  3. Suspected cheating records (basic report): records employees’ suspected cheating behavior for review. Cannot be deleted.
  4. Clock-in time (basic report): records employees’ daily clock-in and clock-out times. Cannot be deleted.
  5. Original records (basic report): records every clock-in entry from employees for review. Cannot be deleted.

Export reports

1
Go to Attendance statistics > Report management > Select the target report > Click View > Export report.
Export report action on the report details page

Export report page example

Create a report

1
Go to Attendance statistics > Report management > Click Add report > Select the report type.
Selecting a report type when creating a new report

Create report page example

2
Click Settings > Configure the report name, owner, view permission, and description > Save.
Configuring basic settings for a new report

Create report page example

3
Select Add column > Select the fields to associate > Save.
Adding a column to a report

Create report page example

Selecting fields to associate with the new column

Create report page example

4
Click the column name to edit or delete it.
General rules (whether a leave type is paid can be set in the leave rules. Path: Admins with the required permissions can open DingTalk desktop > Workbench > Attendance > Leave management > Leave rules > Edit an existing leave type or Create a leave rule):
  1. When an employee has a missed clock-in: do not deduct attendance.
  2. Paid leave: annual leave, compensatory leave, marriage leave.
  3. Unpaid leave: personal leave.
  4. Whether to deduct attendance when an employee takes unpaid leave: do not deduct attendance.
  5. When an employee is on a business trip: attendance is calculated based on clock-in results.
  6. When an employee is out on business: attendance is calculated based on clock-in results.
Editing or deleting a report column

Create report page example

Long-press and drag column names to reorder

Long-pressing a column name to drag and reorder

Create report page example

Click Create to finish adding the report

Clicking Create to finish adding the report

Create report page example

Configure reports

Attendance statistics > Report management > Open the target report’s View > Report settings.
Report settings entry on the report details page

Configure report page example

Delete reports

Attendance statistics > Report management > Select the target report > Delete.
Delete action for a report

Delete report page example

View export records

Attendance statistics > Report management > Select the target report > View > Export records.
Export records list for an attendance report

View export records page example

Basic reports

The system provides preset reports—Suspected cheating records, Clock-in time, and Original records—that cannot be edited or deleted. You can export these reports and view their export records.
Report descriptions:
  1. Suspected cheating records (basic report): records employees’ suspected cheating behavior for review. Cannot be deleted.
  2. Clock-in time (basic report): records employees’ daily clock-in and clock-out times. Cannot be deleted.
  3. Original records (basic report): records every clock-in entry from employees for review. Cannot be deleted.
List of preset basic attendance reports

Basic reports page example