You can view and pause the slideshow at the bottom of this page; it contains screenshots for reference purposes.
Several "out-of-the-box" reports exist in HRIS. However,
based on the configuration of your company's database, some of these reports
may need additional configuration to show data. In addition, you may have
a need to create a customized report. Learning to create a custom report will
also teach you to reconfigure a report if it is not displaying the data you are
looking for.
- To
get started, click the Employee Reports link in the blue navigation bar.
You will see several existing reports. Click the New Report link.
- This
first page will have us choose an object to report on. In most cases,
this object will be "employee." You will learn more about reporting on
different objects in a future module. Next, we pick the report type; you
will almost always choose "tabular." Click next.
- On
the New Report page, enter a title.
- I've named this example one "Employee Query." You can also enter a description, but this is not
required. A relationship will allow us to report from another object
within the same report; this feature isn't used often (including this example;
we will leave relationship set to "--None--").
- You can also put charts
into reports, but this example is a simple query, so I have left chart as
"--None--."
- In
the next section, we will choose the columns (or fields) which will show in
this report.
- Choose Employee, Employee Number, Date of Birth, Gender, and
Original Hire Date.
- To continue, we should define a sorting rule.
Select to sort by employee (name), in ascending order (alphabetical).
- To finish up, define any applicable report filters. In this case,
I've got a filter based on employee status and a filter based on hire date.
Please see the screenshots below for reference purposes. Using
these filters, the report will only show active employees hired after January 1, 2006.
Once you click Save near the bottom of the New Report page, you will
be redirected to the Employee Reports page.
- You should see the title of
our example report in the list. Clicking on the title will run the
report.
- The
data is rendered in a table made up of rows (employees) and columns (fields).
You then have the option of specifying filters "on the fly," meaning not
in the report template itself, but just changing a filter on a one-time basis.
- For example, we wrote the report to show employees hired after
01/01/2006. Now, I'd like to see only employees hired after 2008. I
can change my date in the filters at the top of the report page to 1/1/2008;
then click the Run Report Button at the top. This will rerun it, but
only show those hired after January 1, 2008.
- Get
out there and start creating reports! Doing it yourself is the easiest
way to learn about this feature of HRIS.
|
|
