Reports (HR Tab)

This screen allows you to create various HR-related reports. You can work with various pre-defined reports that are included with the program or you can create customized reports to suit your specific situation.

View step-by-step tutorial

Unavailable Columns: When a report column is not applicable for a given report, the column will be unavailable for editing. Therefore, each report will allow modification for only those table columns that apply. Some report types may only provide a few user-definable options and will have a limited amount of editable cells in the table.

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Employee Status

Use this cell to specify the various employee statuses that should be included when the report is created. Available statuses include Active, Deleted, Last Pay, Maternity, On Leave, Special and Terminated. You can choose the status(s) to be included by placing a check in its corresponding checkbox. The menu also includes a search box at the top where you can type in a name (or part of a name) and have matching statuses displayed quickly in the list.

End

Use this cell to specify the ending date on which the report's data will be based. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Generate Report

Generate Report - Use this button to create the corresponding report that is defined in the Type cell for the row. The report results are generated in the PDF format. Note: Depending on your browser settings, PDF files will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file.

Name

Use this cell to specify a name for the report for administrative purposes. For example, if you have chosen the Summary report type and defined its settings to include all months of the current year, you could name the report "Summary - All Months". You can also use the Name cell to help you easily differentiate between two similar reports. For example, if you have two separate reports based on the Detailed type, with each one reporting separately on the Skills category only, you could name it "Detailed Skills Report".

Quick View

Clicking this button displays the current report's content in a pop-up window without having to produce a PDF in advance.

Start

Use this cell to specify the date on which the report's data will be based. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Test

Clicking this button runs a test of the current report to see if your data will pass the requirements for a valid report. This can be useful if you have a detailed HR program and wish to avoid generating a large PDF that may contain data entry errors that still need to be corrected.

Type

This cell displays the current row's report type. View the descriptions below to learn more about the information that appears in each report.

Manager Report - This report displays high-level summary of all HR categories. It is intended to provide a quick over view of HR items and areas that may need to be reviewed.
Summary - This report displays a summary of each employee's HR items along with the status of each item.
Detailed - This report displays a detailed description of each employee's HR items along with the status of each item.
Overdue - This report displays any HR item that is past due (i.e. that has exceeded its End date without having been marked as complete).