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Overview of Department Manager Reports

Emily Yeomans
  • Updated

Department Manager Reports offer you various formats to display, print, or export data in a meaningful way for your needs. Reports are available in the Grant, Accounting, and Personnel Modules.

Report generation comprises two steps: format definition and criteria selection.

  • Format definition determines how your report will look. 
  • Criteria selection determines which records are retrieved from the database to populate your report.

Although each module has its own reporting capabilities, report generation and navigation are similar across each. 

Related References

 

Navigating Reports

Format Definition

Define the format of your report by selecting the desired report type from the Reports menu (and submenus as needed). For example, in Personnel, you might select a List Report from the File menu, which determines how your report is organized. 

Personnel_Module_Reports_Menu.png

A Criteria Selection screen will appear for your selected report type. 

Criteria Selection

Fill out the criteria to filter your report for the details you want.

For example, to pull the records for an individual employee, enter an Employee ID in the corresponding field in the Criteria Selection form. Other criteria might include selection by date ranges, rank, title, department, and other user-defined codes.

List_Reports_Criteria_Selection_screen.png

Select the desired criteria to determine what data will display in your report. You can even click the Selection Criteria Selection_Criteria_button.png button to drill down to a finer level of detail if desired. Select and click OK.

Additional_Selection_Criteria_screen.png

Once you have selected the desired criteria, click Print to generate your report.  The report will appear in a separate window. 

Note: If you are working from the Accounting module, click the checkbox  Accounting_Report_check_box_in_lieu_of_Print_icon.png  to generate your report. 

Sample_Report.png

How to Use the Report Screen Menu Bar

When you generate a report, it will display with a menu bar at the top that helps you to navigate through multi-page reports and to see certain details at a glance. 

Report_Menu_Bar.png

Navigation_Icons_on_Report_screen.png

You can now Print or Export the report. Click the appropriate icon from the menu bar, respond to the Print or Export dialog box that appears, and click OK. 

Print_dialog_box.png

Export_dialog_box.png

IF you export the report, you can view it from the destination you define for output, 

What's Next?

You can find articles on how to generate individual reports within each module, as they are listed within the module's Reports menu. 

 

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