Prefix (Mr., Mrs., etc.)

Select this option if you would like employee prefixes to appear on the report.

Degree

Select this option if you would like the employee’s degree information to appear on the report

Exclude Criteria

First Name

Select this option if you would like all or part of the employee’s first name to appear on the report. (See First Name options below for the format you would like the first name to appear)

Last Name

Select this option if you would like the employee’s last name to appear on the report

Print Last Name First

Select this option if you would like the employee’s last name to appear first (before the first name) on the report

First Name Options Radio Button (select one from the choices below) (First Name above must be checked for this option to be available)

First Name

Select this button for the employee’s first name to appear on the report

Nick Name

Select this button for the employee’s nick name to appear on the report

First Initial

Select this button for the employee’s first initial to appear on the report

Address Options Radio Buttons (select one from the choices below)

Home

Select this button for the employee’s home address to appear on reports containing address information

Office

Select this button for the employee’s office address to appear on reports containing address information

Preferred

Select this button for the employee’s preferred address to appear on reports containing address information. The preferred address is defined in the “Office Address” tab of the Personnel data entry screen

Employee Status Radio Buttons (select one from the choices below)

Active

Allows the user to run reports for active employees only

Terminated

Allows the user to run reports on terminated employees only

Inactive

Allows the user to run reports on inactive employees only

All

Allows the user to run reports on all employees regardless of status (active, terminated and inactive)

Employee Type (select as many as you wish from the choices below, but at least one option needs to be selected)

Faculty

Select this option to include faculty on the report

Staff

Select this option to include staff on the report

Student

Select this option to include students on the report

Post Doc

Select this option to include post docs on the report

Department Employee Radio Button

Yes/No/Both

Select a radio button (yes, no or both) to determine if department employees will be included on a report

Custom Footer Radio Button

Yes/No

Allows the user to select if a custom footer will appear on the report

ID#

Allows the user to run a report for an individual employee

Date/as of date

Allows user to select an effective date for the report

Buttons (in a column on the right side of the screen)

Print

Allows user to run the report (so that it appears on the screen). Select this option once the selection criteria option is complete and a report format has been selected

Selection Criteria

Provides the user with an additional selection criteria screen discussed below

Sort Order

Allows the user to determine the order (through a sort order screen) that the data will appear on the report. This feature is only available on selected report formats

Save Criteria

Allows the user to save the selected criteria for future use. When the “Save Criteria” button is selected, the user will be asked to name the criteria. May be retrieved at a later date

Clear Criteria

Allows the user to clear the selected criteria

Financial Criteria

Allows the user to set additional criteria of the financial nature

Report

Allows the user to select a report format. The user can select from the drop-down list by selecting the button to the right of the field

Saved Criteria

Allows the user to retrieve previously saved select criteria. The user can select from the drop-down list by selecting the button to the right of the field

Custom Title

Allows the user to change the title printed on the report. The user may enter the desired title