> ## Documentation Index
> Fetch the complete documentation index at: https://help.dingtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Report management

> Learn how DingTalk attendance report management collects, processes, analyzes, and displays attendance data to help organizations track attendance, support payroll calculation, and inform management decisions.

## 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

<Steps>
  <Step>
    Admins with the required permissions can open DingTalk desktop > Workbench > Attendance.

    <Frame caption="View report page example">
      ![View report entry on the DingTalk Workbench](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/507f07ea-db66-48f7-bfbb-8a791e9e79f2.png)
    </Frame>
  </Step>

  <Step>
    Go to Attendance statistics > Report management > Select the target report > Click View to see the statistical details.

    <Frame caption="View report page example">
      ![Statistical details of an attendance report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/93a9dd1f-a3a6-4124-9d92-008fb88cac90.png)
    </Frame>

    <Note>
      **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.
    </Note>
  </Step>
</Steps>

### Export reports

<Steps>
  <Step>
    Go to Attendance statistics > Report management > Select the target report > Click View > Export report.

    <Frame caption="Export report page example">
      ![Export report action on the report details page](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/71f09d3b-bcb1-42c0-993b-5b4c8e090c78.png)
    </Frame>
  </Step>

  <Step>
    For details, see [**How to export attendance reports**](/attendance/export-attendance-report).
  </Step>
</Steps>

### Create a report

<Steps>
  <Step>
    Go to Attendance statistics > Report management > Click Add report > Select the report type.

    <Frame caption="Create report page example">
      ![Selecting a report type when creating a new report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/3a927b19-93f2-41c8-b38b-e3b961378b6f.png)
    </Frame>
  </Step>

  <Step>
    Click Settings > Configure the report name, owner, view permission, and description > Save.

    <Frame caption="Create report page example">
      ![Configuring basic settings for a new report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/28d2dd1d-937a-4c16-bc23-61336a48330c.png)
    </Frame>
  </Step>

  <Step>
    Select Add column > Select the fields to associate > Save.

    <Frame caption="Create report page example">
      ![Adding a column to a report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/2634d5b9-0dd9-4c6f-bb82-ffc6794e87b5.png)
    </Frame>

    <Frame caption="Create report page example">
      ![Selecting fields to associate with the new column](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/174c45b4-fdd4-43e4-9839-24a8f012e004.png)
    </Frame>
  </Step>

  <Step>
    Click the column name to edit or delete it.

    <Note>
      **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.
    </Note>

    <Frame caption="Create report page example">
      ![Editing or deleting a report column](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/e235e1f1-1b95-43ea-af1c-9eca6a1c5330.png)
    </Frame>
  </Step>
</Steps>

#### Long-press and drag column names to reorder

<Frame caption="Create report page example">
  ![Long-pressing a column name to drag and reorder](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/96a072f2-9ee8-41f4-8641-4b0126970487.png)
</Frame>

#### Click Create to finish adding the report

<Frame caption="Create report page example">
  ![Clicking Create to finish adding the report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/3d3ea058-ac40-45df-9d76-2f34bbf5f76a.png)
</Frame>

### Configure reports

**Attendance statistics > Report management >** Open the target report's **View > Report settings**.

<Frame caption="Configure report page example">
  ![Report settings entry on the report details page](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/07a0de66-1e82-4d4c-b5d5-4c9d8878fc00.png)
</Frame>

### Delete reports

**Attendance statistics > Report management >** Select the target report **> Delete**.

<Frame caption="Delete report page example">
  ![Delete action for a report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/bf4a7fd2-b4e0-4ba6-85e2-ff658819ece6.png)
</Frame>

### View export records

**Attendance statistics > Report management >** Select the target report **> View > Export records**.

<Frame caption="View export records page example">
  ![Export records list for an attendance report](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/28575144-8de5-4495-859c-43468fe07812.png)
</Frame>

### 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.

<Note>
  **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.
</Note>

<Frame caption="Basic reports page example">
  ![List of preset basic attendance reports](https://alidocs.oss-cn-zhangjiakou.aliyuncs.com/res/QvjnA3jbvDKDROXo/img/9f70e10f-4472-40a5-92f2-c63778f62566.png)
</Frame>
