Run Reports

Heads up! Watch a related video, "Review the Report Library & Run Reports".

This job aid and video outlines the process for running reports with selected timeframes and employees. It also suggests formats for output.

To run a report:

This job aid outlines the process for running reports with selected timeframes and employees. It also suggests formats for output.

Access the Main Menu > Dataviews & Reports > Report Library.
Select the Run Report.
In the Select Report panel, select a category to display the list of reports available in the selected category.
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:

You can also click Select Range and select the start and end date. Note that the range must be under 365 days.

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:
    - 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.
  - All Home with Termed Employees During the Period — Finds:
    - In addition to your active employees, this Hyperfind includes employees whose "Employment Status" is set to "Terminated" in the selected Timeframe.

Note: This query is an optimized query that dynamically pulls employees based on the Forecasted totals.

In Progress. Report is running.