1. Accessing and Generating Reports
Reports
can be generated in Reports section accessible through the Menu bar or through
the Quick Access menu.
The parameters available for generating specific set of data differ by report.
In some reports the output is given as a PDF file or a zipped file but in most
reports the output is a table which can be exported in excel format.
Step to be followed
- Select the report parameters on the
page
- Select the From Date and To date: Select from date and to date by select calendar.
To date can not be less then from date and from date not allowed before your
company boarding date
- Type of employee - Active / Resigned - It is another parameter in some reports
which allows you to create report for only active employee or with resigned employees.
Active employees are those employees who are currently with the company and Resigned
are those who are no longer with the company
o If you want to filter the report by some criteria you can use the filters on
the top of the column, if you use Export to Excel after filtering a report only
the filtered data will be exported
Once you complete all parameter which visible on screen, press on "Generate Report"
button. On click "Generate Report" you can see your output on your screen. if
you want this detail in soft copy then click on "Export to Excel".
2. Saving Favorite Reports
To
save a report as your favorite just click on the star icon which is visible on
the top of the report or on the report summary page as shown below
The report will be saved as your favorite and can be accessed from your Dashboard
from Favorite Reports widget.