Help Home > Defining and Running Single Column Reports

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How do I run single column reports?

Click Finish to run the report. The report is displayed according to the option you selected in Output To.

 

How do I define single column reports?

If you have created a new single column report (see Creating a Report) you can now define it. Alternatively, you can edit an existing report.

 

Note: You must highlight the report in the Single Column Reports list before creating any definitions for it.

 

Group is the Group Item to be used as a basis for the report (e.g. Job). Select a group from the drop-down list and click Go. A list of items in the selected group is displayed below the field for you to select which ones to include in the report. You can:

  • Highlight one or more items from the list, or

  • Tick All to highlight all the items in the list, or

  • Tick Inactive to highlight the inactive items in the list.

You can filter the list by entering an initial letter or part of a word in Filter and clicking Go. Only items which begin with the entered text (e.g. enter F to display any items beginning with an F) will be displayed in the list, however you still have to highlight the required items using one of the methods described above.

 

Enter the start and end date for the report in From Date and To Date, respectively.

 

Enter a Title for the report. This can be the same as the Description entered when the report was created.

 

Output To defines how the report is output. It can be:

  • Screen - This is the default. The report is displayed on the screen in a layout which is designed to be read on screen.

  • Print Friendly - The report is displayed on the screen in a layout which is designed to be easy to print.

  • MS Excel - The report is created as a Microsoft Excel spreadsheet. You can open it or save it to disk.

  • PDF - The report is created as a PDF document. You can open it or save it to disk.

If you require your report output to be filtered, click Edit to open the Report Filters screen where you can define filters (e.g. only displaying certain employees in a department).

 

On the Options tab, you can set the following:

  • Analysis Codes

  • Report Type

  • Detail Level

  • Data Format

  • Time Format:

    • Decimal - Hours decimal (e.g. 8.25 = 8 hours or 8 hours and 15 minutes)

    • Minutes - Hours and minutes (e.g. 8.25 = 8 hours and 25 minutes).

  • Features:

    • Tick Totals if you want to include subtotals in your report.

    • Page Break is only applicable if you are outputting the report to a PDF or printer and the report is more than one page long. Tick this if you want it to break the pages at a logical point, rather than when the page is full.

You can set up to three sort sequences on the Sort tab.

 

Note: Make sure that you include the fields to be sorted on in the report (by selecting them on the Fields tab).

 

Use the Fields tab to select the fields to be included in the report. To include fields in the report:

  1. Highlight the required field(s) in the Available Fields list

  2. Click the << button to move them to the Allocated Fields list

  3. If required, highlight one or more fields in the Allocated Fields list and use the Up and Down buttons to position them as desired in the list

If you make a mistake, highlight the unwanted field in the Allocated Fields list and click the >> button to move it back to the Available Fields list.

 

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