A Financial report is shows Employee data with financial information, and can be further sorted by details such as Department, Division, and various Demographics.

Related References

• Overview of Department Manager Reports
• Generating Personnel Reports—An Overview

How to Generate a Financial Report

From the Personnel module, Reports menu, follow these steps to generate a Financial report.

1. Select Financial. The Financial Reports criteria selection screen appears, which permits you to designate how names display, address options, and so on. 
   
   
   
   
2. Click Criteria Selection if you wish to filter your report even further. Select the desired criteria and click OK to return to the previous screen.
   
   
   
   
3. Select the desired report format from the drop-down menu in the Report field and click OK.
4. Click    to generate the report, which will appear in a separate window once generated.
5. Print or Export the report, as desired. A dialog box appears. Click OK.
6. IF you have selected Export, the system will prompt you to designate a file location for the exported file. You will be able to view and manage your exported report there.

Sample Report

Following is a sample of a Financial report, formatted by Account Salary. Various report formats are available.