To view a read-only employee work schedule report, complete the following steps:

  TIP: The following instructions detail accessing the Employee Work Schedules ReportBuilder from directly within the Work Schedules feature.  This report is also available in the AWARDS Reports module, where it can be bookmarked for easy access.  For more information on using the Reports module, click here.

1. Click your name from the navigation bar, and then click Attendance.  The Attendance Menu page is displayed.

2. Click the Database drop-down arrow and select "Reports."
3. Click Work Schedules.  The Employee Work Schedule ReportBuilder page is displayed.

4. Report contents are limited to records for staff that were employed at some point during the date range specified using the Employee Date Range fields on this page.  By default, the Date Range is set for today to show only currently employed individuals (those with no payroll group end date on the current record, or an end date in the future).  If necessary, make changes to that default date range by using the available From and To fields/date pickers.  When doing so please keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.

  NOTE: In the event that you are creating a new report that will be saved, or if you will be using an existing report format that was saved previously, please be aware that the date range set here is not saved with reports.  You must specify one each time the report is run.

5.   Leave the Provide ExportBuilder Options checkbox unchecked.  It is NOT relevant to report generation.

  NOTE: This option is used to provide access to an ExportBuilder corresponding to the ReportBuilder with which you are working.  AWARDS ExportBuilders - which are designed for use by individuals who are familiar with export files and formats, their design, and setup - harness the power of ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs.  With ExportBuilders users can create customized data reports as they would would the ReportBuilder itself, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML.  Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed.  Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.

The instructions provided in this portion of Online Help detail use the of the Work Schedules ReportBuilder only, not the corresponding ExportBuilder.  For more information on using ExportBuilders, please refer to the corresponding portion of Online Help.

6. If you would like the report (both its content and an Excel file version) to be sent to your AWARDS Messages module upon its completion, click the Send in AWARDS Message checkbox.  When this option is selected, you need not wait for the report to generate, and can navigate away from the ReportBuilder after finishing the configuration process - this can be a time-saver, especially when working with reports containing large amounts of data that might otherwise take a while to display in AWARDS.

  NOTE: When using this option the report will remain in your messages for one month, after which time it will be deleted.  (The exact date of deletion will be displayed in red at the top of the report message for your reference.)  If you know you will need the report content after that time, be sure to download the Excel file (Excel File.zip) or HTML content (Report Content.html) attached to the report message.  If you don't download one of these attachments before the message is deleted, you will need to manually re-generate the report if you need access to it in the future.

7. Use the Select a saved report format drop-down options at the bottom of the page to specify whether you will be generating the report from scratch or using a previously saved format.  Available choices are to:

  Use a previously saved report format - To generate the report using a previously created and saved format, select that format from this drop-down.  When using this method, you can immediately generate the report without changing any settings.  Alternately, you can first review and modify the settings of the format by checking off the available "Provide option to modify settings of saved report format" checkbox.

  Start from scratch, without using a previously saved report format - To create your own report format for single-time use or for saving and later re-use, leave the saved report format drop-down blank.

  NOTE:  If you (or another user) have previously saved a default report format for this ReportBuilder and program, that format is pre-selected here.  Make changes to the selection as needed, or leave it at its default value.

Click CONTINUE. 

8. If you are using an existing report format and have NOT chosen to view/modify the settings of that format, you are now taken directly to the report page.  Continue with step 16.

  NOTE: If you chose to send the report to yourself via the Messages module (in step 6), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete and then proceed with step 20. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.

In all other instances, the Options page is displayed.  Continue with step 9.

9. The Options page contains a list of variables grouped by type.  Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.
10. Click CONTINUE.  The Report Options - Continued page is displayed.
11. Configure or make changes to the options in the "Filter Options" portion of the page as necessary to adjust the scope of the report contents.  Set the "Show Individual Detail" and/or "Summary Tables" options to adjust the way in which the contents are displayed.

  TIP: Individual detail report options and/or summary table selections must be set before the report can be generated.  For more information on using the various report options, please click here.

12. To save the settings made on this and the previous pages so that the report can easily be re-generated in the future, click SAVE REPORT FORMAT.  The Save Report Format dialog box is displayed.

  TIP: If it is not necessary to save the report format and you only want to generate the report itself, skip to step 15.

13. Configure the fields and options on this dialog box to indicate the specifics of how the format should be saved.

  TIP: For more information on using the save report format options, please click here.

14. Click Save Report Format.  The report format is saved and the Report Options - Continued page is re-displayed.
15. Click DISPLAY REPORT.  The report is generated and displayed on the Work Schedules ReportBuilder page. 

  NOTE: If you chose to send the report to yourself via the Messages module (in step 6), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete and then proceed with step 16.  If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.

16. At this time individual detail and/or summary table content can be hidden or sorted as needed.  The report can only be printed or exported to Microsoft Excel.  For more information on working with ReportBuilder report contents, please click here.

The process of using the Work Schedules ReportBuilder is now complete.

  https://demodb.footholdtechnology.com/help/?11021