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How do I create new report layouts?

Report layouts allow you to include predefined columns of data in your reports. These columns of data (maintained using the Report Columns Maintenance screen) are combined together into Report Layouts using this screen. Examples might include Sickness (a layout containing a column for each of the types of sickness in the system) or Hours worked (containing a breakdown of hours worked by Analysis Code Basic, Overtime, etc).

 

Report 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 Layouts which can be set up in Optimum.

 

Caution! If you edit a Report Layout which was created by another user your changes will affect their layout. We strongly recommend that you create a new Report Layout unless you are certain that the existing one should be changed.

 

To create a new report layout:

  1. Select Report Layouts from the menu.

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

  1. Click New.

  2. Enter a unique name for the report layout in the Report Name box.

  3. In the Description field, enter a description for the report layout. This can be up to 30 characters.

  4. Highlight one or more items in the Available Report Columns list and click the << button to move them into the Allocated Report Columns list.

  5. If you have copied any items in error, highlight them and use the >> button to move them back to the Available Report Columns list.

  6. Repeat step 5 until all the required columns have been copied into the Allocated Report Columns list.

  7. Click Save. The new Report Layout is displayed in the Report Layouts box on the left-hand side of the screen.

If you require columns which are not in the Available Report Columns list, click the Report Columns >> link to open the Report Columns Maintenance screen where you can define the required columns. You can then add them to the report layout as described above.

 

How do I edit existing report layouts?

  1. Select Report Layouts from the menu.

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

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

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

 

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