Personnel Reports offer you various formats to display, print, or export data in a meaningful way for your needs. You will define your desired format and select criteria to generate various reports. Among the reports available from the Personnel Module are non-financial reports such as List reports and Tickler Files, Financial reports, and Faculty Profile reports.
Related References
Navigating Reports
Format Definition
Define the format of your report by selecting the desired report type from the Reports menu and sub-menus as needed. The type of report you select determines how your report is organized.
The Reports menu displays like this:
Descriptions follow for the Report menu items.
|
Report Menu Item |
Report Menu Item Description |
|
Mailing Labels |
Generates labels using stored program data |
|
List |
Generates simple List reports using stored program data |
| Financial | Generates employee financial reports from stored program data |
| Tickler File | Generates reports notifying of ending/expiration dates |
| Fringe Benefits | |
| Position | |
| Custom | Generates customized reports for various user needs from stored program data |
| Faculty Profile | |
| Database Diagnosis | Displays a list of available reports to identify potential problems, such as No Total Salary Entered |
A Criteria Selection screen will appear for your selected report type.
Criteria Selection
Fill out the Criteria Selection screen to filter your report for the details you want. For example, the Criteria Selection screen for a List report displays as follows.
From here, you can select various options to determine how names display, and which address is included. You can also include Employee Status and Employee Type, if desired.
Additionally, you can click the Selection Criteria button to open a new dialog box that offers even more selection criteria, such as Department, as pictured here.
Once you have selected additional criteria, click OK to return to the original criteria selection screen.
Select the desired Report format from the drop-down menu and click Print to generate your report. The report will display in a separate window.
Learn more about navigating the Report screen menu bar here.