Reports Section

The Reports section opens a listing of the reports available within the application. Click on one of the Report Group buttons to view only those reports included in that group. Click on the All button to view all reports in the system.

The names of the reports are displayed with a folder to the left of the report name. Click on the folder to open a set up screen for the report.

• Depending on the report, report parameter options may need to be selected from a drop down menu, or by clicking on the list selector, to open a search screen, or by clicking on the date selector to select a date.

• Some reports have additional set up options available in the Advanced Parameters screen. Click the card arrow to open this screen and configure the options.

  Note  

  Default values are set for all these options. If this screen is not edited, the default values are automatically loaded in the report.

• Click on the Help button for more information about the report when the report configuration screen is open. See Note below.

• Once the report is generated, the user has the option to view the report on the screen or export the report to another format for viewing, editing, or printing.

  Note  

  Employee codes can be masked so that asterisks display instead of part or all of the employee code. Masking of the employee codes on reports is determined by the setting of Organization Unit Indicator System Standard 3 at the trunk organization unit level.