Searching and managing reports

<< Click to Display Table of Contents >>

Searching and managing reports
hmtoggle_plus1Search for a report in the report list

Access: Reports > Report Generator > Reports list

With the Reports List function, you can produce reports from the predefined list of reports (standard or system) or from reports created by a user if your company uses the Report Creation function.

Search for a report

You can look for the report you want to produce by using search filters or by checking the box of the report located under the Reports list heading.

If you use search Filters, you can enter a letter or a word in the Report name field to get the list of reports containing these criteria. You may also select an item using the dropdown list of the fields. Note that the fields differ according to the selected report.

Warning The Create a report and the Copy hyperlinks will appear only if the company uses the Create a report function and the user has access to this function.

Group: To search for reports of the same group, either “standard”, “system” or any other group that you had created previously (the procedure is described in detail in a subsequent section);

Category: To select a category among the many functions of the payroll application. For example: Data entry, History, General Ledger Interface, etc;

Model availability: To select reports according to the permissions related to their use.

✓ Limited: The report can be used by all the users, but can only be modified by the person who created the report;

✓ Private: The report can be used and modified only by the person who created the report;

✓ Public: The report can be used and modified by all the users;

✓ System: We created the report and it can be executed by all the users.

Created by: To search for reports created by a user in particular.

The display of job numbers depends on your company’s configuration.

Note that if your business has at least one company that uses job numbers, these are displayed in the filters.

For more information on this subject, refer to the guide “Job numbers management” available in the Documentation page of the payroll application.
hmtoggle_plus1View a produced report

Access: Reports > Reports generator > Processed reports

Warning There cannot be more than 50 reports in the processed report list and, since they are kept for five days, to keep your reports, save them on your workstation.

To view a processed report:

1Under the Processed report list heading, select your report by clicking on the name in the Report Name column.

2Click on Refresh at the bottom of the page to update the status of the requested report.

Status types:

✓ Pending: The process request has been received and the system will begin processing the report once it is available.;

✓ In process: The report is being processed by the system;

✓ Processed: The report processing is complete;

✓ Error: The report could not be processed. See the error icon for further details.
hmtoggle_plus1Delete a produced report

Access: Reports > Reports generator > Processed reports

1From the Report list heading, click on the report hyperlink.

2Click on Delete at the bottom of the page.

✓It is possible to delete a report depending on the Availability selected on the screen.  

Possible availabilities:

–Limited: The creator or app manager can delete the report.

–Private: Only the creator can delete the report.

–Public: All users can delete the report.

✓The reports created are not automatically cleaned up. You must delete them manually.

 

For more information

Reports generator - Additional information