Available Report Profiles

Select the desired report profile from this field. This field displays the system-generated default profile first, but you can select other profiles (defined for your user ID and the report), if applicable. This field appears at the top of every reporting page.

You cannot delete the default profile, but you can change its settings.

Back (button)

Click to return to the Reports Available page.

Begin

Select or enter a begin date for the report data.

The Begin and End date fields default to the current pay period for the pay group selected, or they can vary based on the options selected.

End

Select or enter an end date for the report data.

The Begin and End date fields default to the current pay period for the pay group selected, or they can vary based on the options selected.

Adjust Dates (button)

Click this button to automatically populate the date fields with the pay period dates for the pay group selected on the Pay Groups tab. Use the calendar control to select a begin date and click the Adjust Dates button to get the exact dates for the pay period.

This button is active when the Flexible Date Range and the Use Current Period check boxes are cleared.

Flexible Date Range

Select this check box if you want the report to cover a date range longer than a selected pay period. If you select this option, then the Report Duration field is disabled. The Begin Date and End Date fields are enabled, and the maximum number of days you can select is seven.

If you clear the Flexible Date Range option, then you must enter a value in the Begin Date field; the End Date field is disabled. The Report Duration field is enabled, and the report displays information based on your Report Duration field selection.

When you do not select either the Flexible Date Range option nor the Use Current Period option, then the Begin Date and End Date fields represent a pay period based on the pay group selected on the Pay Groups tab. The Begin Date field is enabled, but the End Date field is disabled. If you change the value in the Begin Date field, then you must click Adjust Dates to automatically change the dates to reflect the beginning of the pay period for the date selected. The end date defaults to the last day of the pay period.

This field is not available on all report pages.

Use Current Period

Select this check box to run the report on the current pay period for the selected pay group.

Sort By

Select an option for arranging the report information.

The options vary according to the report you are generating.

Time Display

Select whether you want the times on the report to display in standard (AM/PM 12-hour) or military (24-hour) time format.

Page Break on 1st Sort Level

Select this check box to create a page break on the first sort level as defined in the Sort By field. For example, if the Sort By option is Home Department - Last Name, the page break occurs after each home department.

Page Break on 2nd Sort Level

This check box displays on some report generation pages when you select the Page Break on 1st Sort Level check box. Selecting this option creates a page break on the second sort level as defined in the Sort By field. For example, if you are sorting by Home Department - Last Name, page breaks occur between each department and between each employee.

Page breaks always occur between sites, regardless of the Sort By option selected.

Report Export Type

Select a format for the report. The format options are: CSV, Excel, Excel Tabular, HTML, MS Word, PDF, Rich Text, TSV, and XML. If you do not select another format, the report generates in PDF format.

Site Type

Select Home Site or Site Worked to determine which employees are included on the report based on the choices available on the Sites tab.

• Select Home Site to include only those employees with a home site that is one of the selected sites on the Sites tab.
• Select Site Worked to include any employee that worked (during the selected date range) in one of the sites selected on the Sites tab.

Department Type

Choose Home Department or Department Worked to determine whether the report data includes only home departments for employees, or all departments in which the employees have worked.

Section Format

Your selection in this field determines the level of detail for the report. Choose from various combinations of sites, departments, positions, and employees. If the format you request is not applicable to the report, the closest match is processed.

Hours Types

Your selection in this field determines whether the report shows worked hours or paid hours. The field defaults to the selection made when the report was last generated.

Show Hours as Minutes

Select this check box to show hours (in the Total column and for pay codes) in hours:minutes format such as 12:45. When this check box is cleared, the hours display as hours and fractions of hours (for example, 12.75).

Employee Pay Types

Your selection in this field determines which employee pay category is included on the report. Choose from the following:

• Show All—All employee pay types are included in the report.
• Show Hourly—Employees with a pay type of hourly or fluctuating are included on the report.
• Show Salaried—Employees with a pay type of salaried or nonexempt are included on the report.

Punch Types

Your selection in this field determines which type of time card transaction is included on the report.

Print Condensed Page Header

Select this check box if you want a three-line condensed header to display and print at the top of each page. If  this check box is cleared, a full header containing more lines and more detailed information displays.

This option is available for certain reports.

Specific Employee

Use this field to choose specific employees for a report. Enter the employee's last name, first name, middle initial, or some of the letters of the name to include employees with that name, or names that include those letters. The specific employees this field finds for the report also match the parameters you have selected on other tabs.

On the Pay Code Updates, Employee Preferences, Schedule Audit, and Schedule Variance reports, this field is divided into three employee name fields: Specific Employee Last Name, Specific Employee First Name and Specific Employee Middle Initial.

The TimeSaver Scheduling module loads pay groups, sites, and departments based on the user pay groups, sites, and departments defined for you in User Setup. Positions are loaded based on the positions linked to your user departments.

Print Condensed Page Header and Include Report Profile in Header

Optionally, select only the Print Condensed Page Header check box if you want to include the following lines in the header of the report:

If you select both the Print Condensed Page Header check box and the Include Report Profile in Header check box, TimeSaver displays them in the report header as follows:

Generate (button)

After you have specified the report parameters (or selected an available profile) and the format for the report, click this button to generate the report. The report request is placed in a queue to await completion.

After generating the report, you can check the status by going to the Request List area on the home page. From the Request List area, open the Report Status folder. The Report Status folder opens and displays the requests along with the date, time, title, type, and status for each request. Locate the requests you want to view, and review the status displayed in the Status column. When the report is ready, click the icon in the Type column to open the report. For more information about viewing requests, see Request List Options.

Save (button)

After selecting an existing profile and making the desired changes, click this button to save your changes to the profile.

Save As (button)

After using the fields on the various tabs to select the items you want to see on the report, click this button to set up a profile. This allows you to display or print the same kind of data more conveniently the next time you run the same report. After clicking Save As, follow the prompt to name the new profile.

Once saved, the profile displays in the Available Report Profiles field. If you are creating a new profile from an existing one, the original profile remains intact.

Delete (button)

Click to delete the selected report profile.

The default profile cannot be deleted.

Cancel (button)

Click to cancel a change or entry instead of saving it.