Reporting Overview

The main reporting page is basically the same for all reports. The Available Report Profiles field always displays. The General tab, with fields for entering date range information and selecting other parameters, displays for every report. The parameters section of the General tab contains different options depending on the individual report. The remaining tabs differ depending on the feature for which you are requesting a report.

The generation page is basically the same for all reports, but the tabs and options differ depending on the specific report you are requesting.

Your security rights determine the information you can view, add, update, and delete in TimeSaver. For an overview of security information, see Security Overview.

TimeSaver uses three labor levels and provides flexibility for naming the labor levels. Throughout TimeSaver documentation you will see the default names for the levels: Site, Department and Position. If you see a different name on your TimeSaver web page, it is because your organization is using the flexible labelling feature. For more information, see Labels for Labor Levels.

After you are granted rights to generate reports, the data available for your report is also tied to your security access privileges. By default, the reports cover all sites, departments, and positions for which you have security access privileges. For example, if you are only authorized to work with Housekeeping information at Site 1, you cannot create reports for the Front Desk (or associated positions) for Site 2.

Unless you really want a report that includes all possible data, use the General tab fields and the selections on other tabs to limit the information included in a report.

The Reporting Page

The report generation page is basically the same for all reports. The Available Report Profiles field always displays. The General tab with fields for entering date range information and other parameters also displays for every report. However, some fields on the General tab differ according to the specific report, and the other tabs that are available differ slightly for a few of the reports.

Accessing the Page

You can easily select among scheduling reports, shift templates activities, and scheduling activities using the Scheduling module menu. This allows you to generate and launch scheduling reports while working in other areas of the Scheduling module.

Also, as in previous versions, you can click the link for the desired category of reports in the Reporting area of the TimeSaver portal home page. When the reports menu page displays, you can see report categories, and the list of all reports for the category you selected.

For example, to access the Approaching Overtime report, make the following selections:

Reporting area ~ Attendance link ~ Approaching Overtime

Working with Report Profiles

You can generate reports from parameters selected as needed, or you can choose and save parameters into a report profile for each report. Selecting the default profile or a profile you have created eliminates the need to make selections on the tabs each time you run a report.

The key to producing reports that include all of the information you need in the shortest amount of time is making selections on the tabs to filter out unnecessary data.

Before you generate a report, look at the profile listed in the Available Report Profiles field, and then decide whether to accept the default profile, select another profile (if others are available in the list), create a new profile, or generate your report from as-needed selections.

Using Tabs to Set Report Content or Report Profiles

Most report generation pages display with General, Pay Groups, Sites, Departments, and Positions tabs to be used for defining report parameters or creating report profiles. The General tab is always the first tab to display.

The choices available on the tabs for setting report content are controlled by what is assigned to you in the User Setup module and by your security access settings.

Following is a list of tabs that may appear on the Reporting page, depending on the type of report you are viewing:

Field Descriptions

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.
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. The this button is active when the Flexible Date Range and the Use Current Period check boxes are empty.
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 report requests along with the date, time, title, type, and status for each report. Locate the reports 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)	When you generate a report for the first time, you may want to set up a profile so that you can display or print the same kind of data more conveniently the next time you run the same report. After using the fields on the various tabs to select the items you want to see on the report, click the Save As 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 this button to delete the selected report profile. You cannot delete the default profile.
Cancel (button)	Click to cancel changes to the report profile.

Report Format Icons

Icon	Report Type
	CSV (comma separated values)
	EXCEL
	EXCEL TABULAR
	HTML (hypertext markup language)
	MSWORD
	PDF (portable document format)
	RICH TEXT
	TSV (tab separated values)
	XML (extensible markup language)

Report Status Icons

Icon	Status
	Pending
	OK