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.
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
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
On the Options tab, you can set the
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
Highlight the required field(s) in
the Available Fields list
Click the << button to move
them to the Allocated Fields list
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.