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Reports – Setting Up and Calculating Additional Tables

Additional tables in Wemply can be used to collect extra information needed by your company and use it later in reports. For example, additional tables can be used to enter bonuses, contract information, events, quantities, prices, or other company-specif

In this guide, we explain:

  • What an additional table is

  • How to add fields to an additional table

  • How to configure automatically calculated fields

  • How to display additional table entries in a report

  • How to calculate totals for numeric fields in an additional table

  • How the period, filters, and approval status affect report results


What is an additional table?

An additional table is a custom table created by your company for collecting information that Wemply does not include as standard fields.

For example, an additional table can be used to collect:

  • bonuses;

  • contract information;

  • events related to an employee or object;

  • quantities and prices;

  • contacts;

  • other information required by your company.

Depending on its configuration, each additional table entry is linked to either an employee or an object.

  • In an employee-based additional table, each entry belongs to a specific employee.

  • In an object-based additional table, each entry belongs to a specific object.

An entry can also have:

  • a single date; or

  • a period, i.e. a start and end date.

The entry's date or period determines the report periods in which the entry is included.

For employee-based additional tables where an employee is required, you can also configure entries to require approval before they are considered valid. For example, this allows bonuses to be entered for review first and included in reports only after they have been approved.

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Additional Fields in an Additional Table

You can add as many additional fields to an additional table as needed. The fields determine what information is entered for each record.

For example, an additional table called “Bonuses” could contain the following fields:

  • bonus type;

  • description;

  • quantity;

  • unit price;

  • amount;

  • date.

An additional field can, for example, have one of the following types:

  • text;

  • integer;

  • decimal number;

  • date;

  • selection.

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Automatically Calculated Fields

Only a decimal number field can be configured as an automatically calculated field. An integer field cannot be used as the target field of an automatic calculation, but it can be used as an input in the calculation.

The value of a decimal number field can be calculated automatically based on other fields in the same entry. You can:

  • add the values of selected fields together;

  • multiply the values of selected fields.

An automatically calculated field cannot be edited manually by the user — Wemply calculates its value automatically every time the entry is saved.

Example

The additional table contains the following fields:

Quantity = 5
Unit price = 10

Amount = Quantity × Unit price

When the entry is saved, Wemply automatically calculates:

5 × 10 = 50

An automatically calculated field is useful, for example, for:

  • calculating an amount based on quantity and unit price;

  • adding several subtotals together;

  • automatically calculating other numeric values within the same entry.


Using Additional Table Data in a Report

Once data has been entered into an additional table, it can be used in a report in two different ways.

If you want to...

Use...

Result

See each entered record separately

The additional table as a report row

Each additional table entry is displayed on a separate row

See the total of the entries

A numeric field from the additional table as report data

The numeric values of matching entries are added together

Simple rule: if you want to see a detailed list, use the additional table as a row. If you want to see aggregated totals, use a numeric field from the additional table as report data.

3.1 Additional Table as a Report Row

When you select an additional table as the basis for a report row, each additional table entry is displayed as a separate row in the report.

You can add fields from the additional table as columns, for example: date, amount, description, and type.

This is useful when you want to see all individual entries together with their details.

Example: You want to check which bonuses have been entered for employees. The report displays each bonus entry on a separate row together with the employee, date, type, and amount.

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3.2 Numeric Field from an Additional Table as Report Data

If an additional table contains a numeric field, such as “Amount”, you can select it as a report data type.

In this case, each entry is not displayed separately. Instead, Wemply adds together the values of all additional table entries that match the report criteria.

Example: additional table “Bonuses”

Employee

Bonus Amount

Allan

€50

Allan

€75

If the “Bonus Amount” field is used as report data and the rows are grouped by employee, the values are added together accordingly.


3.3 How Do Rows, Columns, and Grouping Affect the Result?

When creating a report, you can determine how the data is organized.

Rows determine what gets a separate row in the report — for example, employee, object, date, or an additional table entry.

Columns determine how the data is divided into different columns within the rows. For example, you can select month as the columns, which displays each employee's totals separately by month.

Grouping Fields allow you to divide the report into larger separate sections based on the selected value. For example, you can create a report where a separate table is displayed for each object.

Example:

If rows = employee, columns = month, and data = the additional table field “Amount”,

the result shows bonus totals by employee and month.

The numeric value from the additional table is added together according to the selected rows, columns, grouping, and filters.

Important

The amount of an entry with a period is not distributed proportionally between columns.

For example, if an additional table entry covers the period January 25 – February 5 and the entry amount is €100, the entry overlaps both January and February in a report with monthly columns. As a result, €100 is included in both overlapping month columns.

This means that the same entry amount may appear in multiple columns. This should not be interpreted as the amount being divided between the months or as an automatic proportional allocation.


How Do the Period, Filters, and Approval Affect the Result?

In addition to the report configuration, whether an additional table entry is included in a report depends on the entry's dates, period, filters, and approval status.

Date or Period

If an additional table entry has a date or period, the report includes entries whose date or period overlaps with the selected report period.

If an entry has a start and end date, it is sufficient for the entry's period to overlap with the report period even partially.

Example: If an additional table entry covers the period 15.01–15.02 and the report is created for February, the entry is included because the entry period overlaps with the report period.

Entries Without a Date

If an additional table entry has neither a date nor a period, its inclusion is not restricted to a specific date range.

As a result, the same undated entry may be included in reports created for different periods.

Employee and Object Filters

If an additional table is employee- or object-based, report filters affect which entries are included.

For example, if the report is filtered to include only one employee, only additional table entries associated with that employee are included.

Approval

If approval is enabled for an additional table, only approved entries are included in reports by default.

If necessary, the report settings allow you to include entries that are awaiting approval and have not yet been reviewed.

Important

Including unapproved entries does not mean that all entries with an unapproved status are added to the report. Rejected entries are not included in the report — this option only adds entries that are awaiting approval.

  • Approved entry — included in the report

  • Entry awaiting approval — included only if Include Unapproved Entries is enabled in the report settings

  • Rejected entry — not included in the report

For example, the approval process can be used to:

  1. enter bonuses;

  2. verify that they are correct;

  3. approve the verified entries;

  4. use the approved entries in the final report.


Practical Example: Creating a Bonus Report

Suppose a company wants to see how much in bonuses has been assigned to each employee in different months.

1. Create an Additional Table Called “Bonuses”

The additional table is employee-based because each bonus belongs to a specific employee.

2. Add the Required Fields

For example: Bonus Type, Quantity, Unit Price, Amount.

The “Amount” field can be configured to calculate automatically:

Quantity × Unit Price = Amount

3. Enter the Bonus Records

Employee

Quantity

Unit Price

Amount

Allan

5

10

50

Allan

3

10

30

Jaan

8

10.5

84

4. Approve the Entries

If approval is enabled for the additional table, approve the verified entries before using them in the final report.

5. Create the Report

In the report, select:

Rows — Employee
Columns — Month
Data — additional table field “Amount”

6. The Result Shows Employee Bonus Totals by Month

You can also create different reports based on the same additional table. For example, you can use the additional table as the basis for report rows to display each individual bonus entry together with all its details.


Summary

The basic principle for using additional tables in reports is as follows:

  1. Enter data into the additional table. If necessary, use automatically calculated fields. Only a decimal number field can be used as the target field of an automatic calculation.

  2. Decide what result you want to see. If you want to see each entry separately, use the additional table as a report row. If you want to see totals, use a numeric field from the additional table as report data.

  3. Determine how the results should be organized. Use rows, columns, grouping, and filters. Numeric values are summed according to the selected report structure.

  4. Keep the period logic in mind. The amount of an entry with a period is not distributed proportionally between columns. If the entry period overlaps multiple columns, the same amount may appear in multiple columns.

  5. Check how approval affects the report.

    • Approved entries — included;

    • Entries awaiting approval — included only when the corresponding report setting is enabled;

    • Rejected entries — not included.

This allows you to create different reports from a single additional table — from detailed lists of individual entries to totals calculated by employee, object, or month.

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