Managing Reports

This section describes how to add, modify or delete reports.

Creating Reports

This section describes how to create new reports.

To create a new report:

1        With the Reports panel open do one of the following:

·         Click the link Click here to create a report if no reports have been created previously.

·         Click the Manage Reports button . The Manage Reports dialog box is displayed.

·         Click Add. The Report dialog box is displayed.

The Select Fields tab enables you to name the report and specify the fields to include.

2        In Report name: type the name of your report.

The Available Fields list displays the fields available for your report.

3        Use the following elements to select the fields you want in your report:

4        Optionally, you can include a “relationship” field in your reports. The relationship field displays the relationship with respect to the selected box. To include the relationship add the field labeled <Relationship> to your reports. Relationship values include:

·         Level <N> Manager – <N> corresponds to the level of the selected box’s supervisor. N=1 for the direct supervisor.

·         Self – Value corresponding to the selected box

·         Peer – Value corresponds to all boxes that share a common manager with the selected box.

·         Level <N> Subordinate - <N> corresponds to the level of the selected box’s subordinates. N=1 for the direct subordinates.

5        Click the Grouping tab.

The Grouping tab enables you to group report records based on a chart field. For example, you can create a salary report that groups employees by department (in this example, by organizational unit), and then employee type.

6        Use the following elements to define groupings for a report:

7        Click the Sorting tab. Sorting enables you to define the sorting order of the rows displayed in your report.

8        Use the Following elements to define the sorting of your report rows:

Note: You must add the fields from the Available Fields area into the Sort by fields area, then place then in the order in which you want them sorted.

9        Click the Criteria tab.

The Criteria tab enables you to define a subset of chart records to include in a report. For example, you may want to report only employees with salaries greater than 50,000.

The Report Summary tab is shown only if at least one number or formula field is defined. You can include the SUM, AVERAGE, MINIMUM and/or MAXIMUM value for any defined number or formula field as part of your report.  

The Format tab enables you to define the format for each element in the report.

The left panel lists the hierarchy within the report according to your Grouping and Summary selections. The branches prefixed with a  indicate the categories of elements. Each element within a category can be formatted separately.

10   Format the report elements listed in the left panel:

·         Select an element and click Format. The Properties dialog appears.

·         Define the formatting properties for the report element.

Note: The Properties dialog for formatting report elements is essentially the same as any Windows® formatting dialog.

11   In the Grid Properties area, select the formatting options for the report:

·         Show Grid: Includes row and column line separators in the report.

·         Odd row fill color: Select the background fill color of odd record rows from the drop-down list.

·         Even fill color: Select the background fill color of even record rows from the drop-down list.

The Range tab enables you to define the range of boxes that will be included in a dynamic report. By default dynamic reports include the selected box and all direct and indirect subordinates (within the current chart or sub-chart).

12   Do the following to define the range of your report:

·         Use the Top radio button group to define the topmost box to be included in a report. The topmost box is defined with respect to the selected box.

·         Use the Bottom radio button group to define the how many levels of the hierarchy to include in the report.

·         Use the Include Peers checkbox to include the selected box’s peers.

13   Click OK.

Note: If the Manage Reports dialog box is displayed, click Close. The report is displayed in the Reports panel.

Editing Reports

This section describes how to modify reports.

To edit the current report:

·         With the Reports panel open, click the Edit current report button  to modify the report.

To edit any report:

1        With the Reports panel open, click the Manage Reports button . The Manage Reports dialog box is displayed.

2        Select a report and click Edit. The Report dialog box is displayed. Modify the report as desired.

3        Click Close to close the dialog box.

Note: You can reorder how reports are displayed in the Manage Reports dialog box using the Move Up and Move Down buttons.0

Copying Reports

You can copy a report. Copying a report, then editing the copy is an easy way to create a new report.

To copy a report:

1        With the Report panel open, click the Manage Reports button . The Manage Reports dialog box is displayed.

2        Select a report and click Copy.0

Deleting Reports

You can delete a report that is no longer required.

To delete reports:

1        With the Reports panel open, click the Manage Reports button . The Manage Reports dialog box is displayed.

2        Select a report and click Delete.

3        Click Close to close the dialog box.