<< Click to Display Table of Contents >> Producing the Self-service self-registration report |
Access: Reports > Report generator > Reports list
Things to remember ▪Only users of the Create a report function can create or copy a report and adapt it to their needs. To get this feature, contact our customer service by submitting a request in the Contact us function ( > Contact us). ▪For more information on processing a report, please refer to the Report Generator guide ( > Documentation). |
1Select “System” from the Group list. 2Click on Refresh. 3Check the Self-service self registration report. 4Click on Produce. 5Under Criteria, select the Language of communication, and then the Report format. ▪Depending on the format chosen, different fields will be displayed. Select the desired items. 6Under Filters, select “Yes” or “No” in Authentication completed? (Yes/No) (Users). 7Enter or select the Invitation email transmission date (Self-registration). 8Enter or select the Expiration Date (Self-registration). 9Click on Execute. 10In the Generated reports screen, click on the report’s link to view the report. See Example of the Self-service self-registration system report. |
1Select “System” from the Group list. 2Click on Refresh. 3Click on Copy displayed on the right side of the Self-service self-registration report. 4Enter the English report name and, if you wish to do so, enter a French report name. 5Select the Availability: ▪“Limited”: The report can be used by all users but modified by you only (recommended); ▪“Private”: The report can be used and modified by you only; ▪“Public”: The report can be used and modified by all users. 6Select the Groupe or select “Add item...” to create a new group if needed. 7Click on Next. 8In the Create a report (2 of 4) – Content Definition screen, select the desired fields from the Available fields table on the right to transfer them into the Selected fields table below. Click on the icon to transfer the selected fields. ▪To transfer all fields, position your cursor over the table, then press [Ctrl] and [A] on your keyboard. Click on the icon. 9Return to the Available tables on the left side, and then click on the icon of the Employment and compensation to select the desired sub-tables. 10Select the Available fields desired in the right-hand table to transfer them to the table below Selected fields. 11Click on Next to modify the default filters according to your needs. Otherwise, click on Produce to immediately produce the report and go to Step 13. 12If you have defined filters, click on Next to configure other settings (groupings, sorts, and equations) according to your needs before producing the report. Otherwise, click on Produce to immediately produce the report. ▪Click on Finish to save your data and subsequently produce the report. 13In the Process a report screen, select the Language of communication. 14Select the Report format. ▪Depending on the format chosen, different fields will be displayed. Select the desired items. 15Under Filters, select “Yes” or “No” to Include employees terminated in prior years. 16Select “Yes” or “No” in Authentication completed. 17Enter or select the Invitation email transmission date (Self-registration). 18Enter or select the Expiration Date (Self-registration). 19Click on Execute. 20In the Generated reports screen, click on the report’s link to view the reports. |
1Click on Create a report. 2Enter the English report name and, if you wish to do so, enter a French report name. 3Select the Availability: ▪“Limited”: The report can be used by all users but modified by you only (recommended); ▪“Private”: The report can be used and modified by you only; ▪“Public”: The report can be used and modified by all users. 4Select the Groupe or select “Add item...” to create a new group if needed. 5Under Base table selection, select the User management – Self-service self-registration category, and then the Self-service self-registration table. 6Click on Next. 7Select the desired fields from the Available fields table on the right to transfer them into the Selected fields table below. Click on the icon to transfer the selected fields. ▪To transfer all fields, position your cursor over the table, then press [Ctrl] and [A] on your keyboard. Click on the icon. 8Return to the Available tables on the left side and then click on the icon of the Employment and compensation to select the desired sub-tables; for example, the Users sub-table allows you to select the Last name, First name, Type of use, etc. fields. 9Select the Available fields desired in the right-hand table to transfer them to the table below Selected fields. 10Click on Next to modify the default filters according to your needs. Otherwise, click on Produce to immediately produce the report and go to Step 12. 11If you have defined filters, click on Next to configure other settings (groupings, sorts, and equations) according to your needs before producing the report. Otherwise, click on Produce to immediately produce the report. ▪Click on Finish to save your data and subsequently produce the report. 12In the Process a report screen, select the Language of communication. 13Select the Report format. ▪Depending on the format chosen, different fields will be displayed. Select the desired items. 14Under Filters, select “Yes” or “No” to Include employees terminated in prior years. 15If applicable, enter values to the other filters you have defined. 16Click on Execute. 17In the Generated reports screen, click on the report’s link to view the report. |
For more information