Creating Reports
| Line 1: | Line 1: | ||
{{page.name: Reports: Creating Reports - Subscribe-HR Wiki}} | {{page.name: Reports: Creating Reports - Subscribe-HR Wiki}} | ||
{{page.head: Creating Reports}} | {{page.head: Creating Reports}} | ||
| + | |||
| + | <!--TWS-->'''Currently Under Construction for Report Writer Modifications''' | ||
__TOC__ | __TOC__ | ||
| Line 10: | Line 12: | ||
<br> | <br> | ||
| − | # After logging into Subscribe-HR, Select Tools | + | # After logging into Subscribe-HR, Select Tools > Reports > ‘My Reports’ SubTab. |
| − | [[File: | + | [[File:Report-Create.jpg]]<br> |
| − | + | & Select the '''Create''' button. | |
| + | - Or click on New Report on the Quick Link bar. | ||
| + | [[File:Report-NewReport.jpg]]<br> | ||
# Select the '''Public''' check box<br>By selecting the Public check box you are making this report available to all users.<br>By removing the check from the Public check box you are making this report private and only available to users with permissions. | # Select the '''Public''' check box<br>By selecting the Public check box you are making this report available to all users.<br>By removing the check from the Public check box you are making this report private and only available to users with permissions. | ||
| − | # Enter the '''Report | + | # Select the '''Report Type''' from the dropdown, such as ‘Human Resources’, ‘Recruitment’, etc. |
| − | # Select the Object | + | # Enter the '''Report Name'''. Ensure the report name is descriptive. |
| + | # Select the '''Object''' this Report is to be based upon. | ||
| + | # If you want to retrieve data from more than one Object (Table), tick the Join Tables (Advanced). | ||
# Select the '''Display Empty Records''' if required. This displays all entries in an object and sub-object relationship, so that all entries in the object can be viewed even if they do not have an entry in the sub-object. | # Select the '''Display Empty Records''' if required. This displays all entries in an object and sub-object relationship, so that all entries in the object can be viewed even if they do not have an entry in the sub-object. | ||
| − | # Enter a report | + | # Enter a report '''Description''' if required. |
| − | # Enable the Report Scheduler if required. | + | # Enable the '''Report Scheduler''' if required. |
| − | + | # Select the '''Format''' you want the report delivered in. | |
| − | + | # Select the '''Frequency''' you would like to send report. | |
| − | # | + | # Select the '''Recipients''' by selecting the user. |
| − | # Select the Frequency you would like to send report | + | [[File:Report-Sched.jpg]]<br> |
| − | # Select the | + | # '''Save''' Report before Joining Tables or setting up fields. |
| − | # | + | [[File:Report-SchedSaved.jpg]]<br> |
| − | + | ||
| + | |||
| + | Select the Fields TAB<br>You should see a Report Object drop down. In the drop down are all the Tables that are available under the selected Object.<br>[[File:report_object.gif]]<br>On the left is a list of all Fields available from the selected Table in the Report Object drop down.<br>[[File:report_tf.gif]]<br><br>In the centre of the screen you should see 2x headings '''Fields''' and '''Groups'''<br>The fields that appear under the '''Fields''' heading are fields that you are showing on your report.<br><br>The Groups heading allows for a '''Group By''' function, where by adding a field under the Groups heading would cause all fields to show on the report and be in groups by the field that appears under the Groups heading. | ||
# Add a field to the report by selecting the [[File:F.gif]] next to the desired field.<br>To group by a field select the [[File:G.gif]] next to the desired field.<br>To remove a field select the [[File:X.gif]] next to the desired field. | # Add a field to the report by selecting the [[File:F.gif]] next to the desired field.<br>To group by a field select the [[File:G.gif]] next to the desired field.<br>To remove a field select the [[File:X.gif]] next to the desired field. | ||
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| Line 70: | Line 78: | ||
====Do Not Export Graph==== | ====Do Not Export Graph==== | ||
Selecting this checkbox will cause the graph to be excluded when exporting the report to the chosen format. | Selecting this checkbox will cause the graph to be excluded when exporting the report to the chosen format. | ||
| − | |||
| − | |||
<br> | <br> | ||
| − | + | <br> | |
[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Revision as of 06:18, 23 January 2013
Currently Under Construction for Report Writer Modifications
Contents
Creating Reports
The Subscribe-HR Software system is Object orientated and this is the same for Reports.
The ability to add particular fields into a report solely relies on that field being part of the object.
- After logging into Subscribe-HR, Select Tools > Reports > ‘My Reports’ SubTab.
& Select the Create button.
- Or click on New Report on the Quick Link bar.
- Select the Public check box
By selecting the Public check box you are making this report available to all users.
By removing the check from the Public check box you are making this report private and only available to users with permissions. - Select the Report Type from the dropdown, such as ‘Human Resources’, ‘Recruitment’, etc.
- Enter the Report Name. Ensure the report name is descriptive.
- Select the Object this Report is to be based upon.
- If you want to retrieve data from more than one Object (Table), tick the Join Tables (Advanced).
- Select the Display Empty Records if required. This displays all entries in an object and sub-object relationship, so that all entries in the object can be viewed even if they do not have an entry in the sub-object.
- Enter a report Description if required.
- Enable the Report Scheduler if required.
- Select the Format you want the report delivered in.
- Select the Frequency you would like to send report.
- Select the Recipients by selecting the user.
- Save Report before Joining Tables or setting up fields.
Select the Fields TAB
You should see a Report Object drop down. In the drop down are all the Tables that are available under the selected Object.
On the left is a list of all Fields available from the selected Table in the Report Object drop down.
In the centre of the screen you should see 2x headings Fields and Groups
The fields that appear under the Fields heading are fields that you are showing on your report.
The Groups heading allows for a Group By function, where by adding a field under the Groups heading would cause all fields to show on the report and be in groups by the field that appears under the Groups heading.
- Add a field to the report by selecting the
next to the desired field.
To group by a field select the
next to the desired field.
To remove a field select the
next to the desired field.
- Select the Save button.
- To add a field from a related object Select the Object from the Report Object drop down. The Fields on the left of the screen will refresh.
- Add a field to the report by selecting the next to the desired field.
To group by a field select the next to the desired field.
To remove a field select the next to the desired field.
- Select the Save button.
Total
The Total column is populated with a check box when a numeric field is added.
If the check box is selected this will provide a total of all numeric values at the bottom of the report, if the report is grouped by the total is placed at the bottom of each grouping.
Formatting
The Formatting column is populated with a drop down when a date field is added
If formatting is selected such as Month Name this will only display the Month name in the report and not the dd/mm/yyyy
Sorting
The Sorting column is populated with a drop down for all fields.
Selecting the sort order of Descending for a field will cause the report to output the data in descending order highest to lowest.
Condition
Conditions are used to filter your report based on a criteria. Example: You have created a report that lists all employees names, age and its grouped by department, but you only want to see data for 2x locations.
- Select the Condition TAB.
- We will see Add condition drop down.
- Select the field you wish to filter by.
- Select the filter type. The filter type varies depending on what field you are filtering on.
The most common are Equals To, Not Equals To, Is Last, This Last, Is Next - Select or Enter the value you are filtering on.
- Select the Save button.
View Report
The View Report TAB allows us to generate and view the report. We can export to PDF or Excel file formats.
Only reports that are 'Grouped by can generate a Graph, otherwise a plain table of results will be generated.
- Select the View Report TAB.
Graph Types
The Graph type option will not be shown if a report has not been Grouped by. Selecting a Graph type will change the graph drawn on the report.
Export Options
Selecting an export option and then selecting the Export link will cause the report to be exported into the chosen format.
Do Not Export Graph
Selecting this checkbox will cause the graph to be excluded when exporting the report to the chosen format.
