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How do I create new report Columns?

Report Columns are used to group analysis codes together under a common heading for reporting purposes. Examples might include a column which contains all of the ‘Overtime’ codes, or one which consists of the total of all ‘Absence’ codes. Report columns are allocated to layouts using the Report Layouts Maintenance screen.

 

Analysis Codes may also be assigned to Report Columns by using the Analysis Code Maintenance screen.

 

Report Columns (and Layouts) are also used in the Weekly Timesheet screen, in the Timesheet Summary displayed at the bottom of the screen.

 

There is no limit to the number of Report Columns which can be set up in Optimum.

 

To create a new report column:

  1. Select Report Columns from the menu, or Report Columns >> from the Report Layouts Maintenance screen.

Existing Report Columns are listed on the left-hand side of the screen, in the Report Columns box.

  1. Click New.

  2. Enter a unique name for the report column in the Column Name box.

  3. Highlight one or more items in the Available Analysis Codes list and click the << button to move them into the Allocated Analysis Codes list.

  4. If you have copied any items in error, highlight them and use the >> button to move them back to the Available Analysis Codes list.

  5. Repeat step 4 until all the required codes have been copied into the Allocated Analysis Codes list.

  6. Click Save. The new Report Column is displayed in the Report Columns box on the left-hand side of the screen and is available for selection on the Report Layouts Maintenance screen.

How do I edit existing report layouts?

  1. Select Report Columns from the menu, or Report Columns >> from the Report Layouts Maintenance screen.

  2. Highlight the column to be edited in the Report Columns box on the left-hand side of the screen.

  3. Make the necessary changes as described above in creating a new report column.

  4. When you are satisfied with your changes, click Save.

 

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