Reports
The Reports page defines the default display for some of the reports in the system. The settings set up in the Preferences section>System Preferences card are the defaults for all users in the system. Individual users can customize this list by accessing Preferences section>My Preferences card>Reports screen.
Note: The reports can be run by accessing Reports section button, then selecting the report from the appropriate Report Group listing. Depending on the report selected, there may be drop down menus of options available and/or a page to select the sections to include in the report. The following examples are for the TCR - Current report. Other reports will have different selection options.
General Tab
This tab is used to select information to display on the report. For each of the options, select the Yes or No option to determine whether the information is included in the report.
Sections Tab
This tab allows users to select the sections to appear on the report:
- Click on the folder to the left of the report name to open the selection screen.
- The left column displays all the Available Reports Sections for the open report; the right column shows the Chosen Reports Section.
- To include a section in the report, highlight the selection in the Available Reports Section column and drag to the Chosen Reports Section column.
- To remove a section from the report, drag the entry back into the Available Reports Section area.
- Sections may be moved around within the Chosen Reports Section column according to the order they should display. The red arrows indicate the location where the item will display.
- Click the Save System Default button before exiting to set the default configuration.
Action Buttons
The following Actions are available in the left pane:
Reset All Users
Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.
Reset Users
Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.
When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.
After selecting the Reset Users button, the following Actions are available for searching and resetting records:
Advanced/Basic
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.
Cancel Reset
The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.
Reset Selected
Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.
Check to the box to the left of each employee name to select it, then click on the Reset Selected button.
The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.
