Run Reports
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This Job Aid is a guide on how to run reports from the Report Library.
To run a report:
- Access the Main Menu > Dataviews & Reports > Report Library.
- Click the Run Report icon.
- In the Select Report panel, select a category to display the list of reports that you can run.
- Select a report and click Select.
- In the selected report panel, enter the applicable report parameters. Note that many of the parameters are specific to the report you are running, but the following parameters are common to most reports:
- Timeframe
- Previous, Current, or Next Pay Period
- Previous, Current, or Next Schedule Period
- Week to Date
- Last Week
- Yesterday
- Yesterday, Today, Tomorrow
- Yesterday plus 6 Days
- Last 30 Days
- Current Week
- Last 90 Days
- Timeframe
You can also click Select Range and select the start and end date. Note that the range must be under 365 days.
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- Hyperfind
When you click Select Hyperfind, the Locations & Hyperfinds panel opens. Here you can select from:
Locations
All Home Locations — Finds current employees assigned to locations to which the manager has access.
Hyperfinds
All Home — Finds active employees who are part of your employee group.
All Home and Scheduled Job Transfers* — Finds:
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- In addition to your employee group, this includes employees whose primary job is different, but who are scheduled to transfer into your employee group or location.
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Note: This query is an optimized query that dynamically pulls employees based on the Forecasted totals.
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- Output format
- Excel
- Interactive
- Output format
- Click Run Report. The following message appears:
In Progress. Report is running. - When the report finished, the following success message appears.
- Click OK to open the report.