Custom Report

NEW CUSTOMISED REPORT

This option allows you to create a customised report of your choice. The parameters and aspects of the report can be defined by you and saved to your favourites for future use.

 To access this report simply go to ‘Analysis’ and select ‘New Report':

1)  Enter a Report Name of your choice

     a)  Under the Dates column, firstly select the period or periods you wish to run the report for using the
           drop down lists

     b)  If you only wish to view totals for the period you have selected simply un-tick the ‘show separate results
           for each’ box

     c)  To show aggregate results for each separate Sum/ Average/ Minimum/ Maximum tick each field as
          desired or alternatively untick this option if you do not wish to see any.

     d)  To show aggregate results for all Sums/ Averages/ Minimums/ Maximums as a summary at the bottom of
          the report simply tick each field as desired or alternatively untick this option if you do not wish to see any.

2) Under the Employees column, select the employees you wish to include the report.

3) Under Columns, select the information you wish to include in your report.

4) Under Order Results By, select which fields you would like the results to be ordered by. 
     Additional fields can be added by clicking on Add or deleted by clicking on X.

5) Click on Run Report to view.

REDEFINING THE REPORT

After running the report, should you wish to redefine the parameters of the report, simply:

• Click Redefine Report on the Analysis menu
• Amend parameters as desired
• Click on Run Report to view again

PRINTING THE REPORT

To print the report:

• Click Print on the Analysis menu and select ‘Print Current Report...’. A print preview of the report will appear. Press the Print button again to print out the report.
• Should you need to change the orientation, paper size or print margins for the report, these can be amended by clicking Print on the Analysis menu and selecting ‘Page Setup’.

EXPORTING THE REPORT

To export the Report to File (e.g. Excel, CSV), to Document or to Clipboard:

• Click Export on the Analysis menu and select the desired option
• Save the Report to a location of your choice, if applicable.

SAVING THE REPORT

To save the report:

• Click Save Report on the Analysis menu
• Type in a Report Name of your choice
• Under Save Options, select whether you wish the program to ‘automatically use the latest dates each time the report is opened’ or ‘save and use the exact dates I have specified’
• Select whether you wish the program ‘automatically select all relevant employees each time the report is opened’ or ‘save and use the exact employees I have selected’
• Under Analysis Toolbar, select whether you would like to make the report a ‘favourite report’ so that it shows in the Analysis Menu
• Click OK