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:
-
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.
-
Click New.
-
Enter a unique name for the report column in the
Column Name box.
-
Highlight one or more items in the
Available Analysis Codes list and click the << button
to move them into the Allocated Analysis Codes list.
-
If you have copied any items in error,
highlight them and use the >> button to move them back to the
Available Analysis Codes list.
-
Repeat step 4 until all the required codes
have been copied into the Allocated Analysis Codes list.
-
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.