Reports Module Overview and User Guide

The Reports Module in CRM LEAF enables organizations to generate, view, and export various financial and employee-related reports such as monthly payroll sheets, cumulative records, and TDS (Tax Deducted at Source) reports. It supports data-driven decision-making, compliance, and auditing.

How to Generate and Export Reports

To generate a report:

• Go to Reports > Export.

Fill out the following fields:

• Select Month: Choose the month for which the report is to be generated (e.g., 05-2025).
• Department: Select the department for filtering the report data.
• Designation: Select the designation for filtering the report data.
• Choose Member: Select the employee/member whose data is needed in the report.

Types of Reports Available

• Monthly Sheet: Shows monthly payroll or attendance data per selected month.
• Cumulative Sheet: Summarizes cumulative data over a period for the selected members.
• Company TDS Report: Displays company-wide TDS deductions for the selected period.
• Employee TDS Report: Shows individual employee TDS charged, filterable by member.

 

Reports Table View

Example

Report Name	Month	Department	Designation	Member	Status	Action
Monthly Sheet	05-2025	Finance	Manager	John Williams	Generated	Download
Cumulative Sheet	05-2025	HR	Executive	Mafalda Goyette	Generated	Generated
Company TDS Report	05-2025	All	All		Pending	Generated
Employee TDS Report	05-2025	Sales	Associate	Beaulah Hansen	Generated	Download

Use the table to:

• View generated reports and their statuses.
• Download or generate reports as needed.

Exporting Reports

• Reports can be exported in Microsoft Excel format for detailed analysis, audits, or official submission.
• Path: Go to Reports > Export and select the parameters, then click Generate or Download.

Quick Actions – Reports Module

Action	How To
Generate Report	Select month, department, designation, and member; click Generate.
View Reports	Browse the reports list with filters applied.
Download Report	Click Download next to the generated report.
Export to Excel	Reports are exported by default in Excel format.

FAQ – Reports Module

Q: Can I filter reports by month and department?
A: Yes, you can select the month, department, and designation before generating reports.
Q: What reports are available?
A: Monthly sheet, cumulative sheet, company TDS report, and employee TDS report.
Q: Can I generate TDS reports for specific employees?
A: Yes, use the “Choose Member” option to filter employee-specific TDS reports.