Difference between revisions of "Report Settings"

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==Basic Report Settings Tips==
 
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The following list contains some basic rules of thumb to follow when setting custom report options in the Options windows:
 
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1) Never include the current date on your final reports.
 
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2) OFCCP generally does not approve of the use of the Whole Person Rule coupled with the 80% Rule or the 2 Standard Deviations Test.
 
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3) OFCCP generally agrees with the use of the 80% Rule or the 2 Standard Deviations Rule on the Utilization Summary, Availability Analysis and Annual Goals Reports.
 
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4) Do not display salary data on your reports, other than salary analysis reports.
 
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==Default Report Settings==
 
==Default Report Settings==
  
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Click the '''Restore Defaults''' button before printing to set all reports to suggested print settings.
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You may restore default print settings from the Report Options tab or the Reporting menu.
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==Printing Midyear Reports==
 
  
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If you have Current Midyear Adverse Impact Data that you need to print reports for, you will need to print separate reports that will show this data. 
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To restore default print settings from the Report Options tab:
  
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These are the reports you will need to print and show the midyear data on:
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:1) Click the '''Reports''' icon.
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:[[file:Reports icon.png‎]]
  
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* Adverse Impact Report
 
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* Goals Progress Report
 
  
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To print year to date reports & graphs:
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:2) Click the '''[[Report Options]]''' tab.
  
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1) Click the '''Restore Defaults''' button on the '''Report Options''' tab.
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[[File:Reports Option Tab.png]]
  
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2) Click on the '''Options''' button to the right of Adverse Impact Report.
 
  
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3) Check the box next to '''Midyear Report'''.
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:3) Click the '''Restore Defaults''' button before printing to set all reports to suggested print settings.
  
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4) Click the '''Print''' button.
 
  
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5) Click '''Ok''' on the PDF Creation Complete message
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To restore default print settings from the Reporting menu:
  
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6) Click '''Close'''.
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:1) Click on '''Reporting''' in the menu line.
  
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7) Repeat steps 2-6 for the Goals Progress Report .
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:2) Click '''Restore Report Options to Default Settings'''.
  
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* Don't forget to restore report defaults when you are finished printing the year to date reports!
 
  
 
==Printing Your Graphs==
 
==Printing Your Graphs==
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* Goals Progress
 
* Goals Progress
  
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You must access the Options window for each report in order to print graphs. There are two ways to access the Options window. The first way is to click '''Reporting''' and then '''Required Reports''' then select each report individually. The second way is to click the '''Reports''' icon, click the '''Report Option''' tab, then click the '''Options''' button for each report.   
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You must access the '''Options''' window for each report in order to print graphs. There are two ways to access the '''Options''' window. The first way is to click '''Reporting''' and then '''Required Reports''' then select each report individually. The second way is to click the '''Reports''' icon, click the '''Report Option''' tab, then click the '''Options''' button for each report. 
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In each '''Options''' window, simply click the '''Graph''' button to access the '''Graph''' printing window.   
  
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In each Options window, simply click the '''Graph''' button to access the Graph printing window. The following shows the available graphs and their recommended settings.
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[[ File:Job Group Anlaysis Graph Options.png]]
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If you wish to change the number of graphs displaying on a printed page select '''Options''' from the '''Utilities''' menu and then click on the '''Graphs''' tab.
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[[file:Utilities-Graphs Tab 10-24-14.png]]
  
 
==Rollup Reporting==
 
==Rollup Reporting==
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[[File:ProTag.jpg]]  There is a visual indicator to let users know that all reports are filtered by a rollup employee. The background color for most forms will now change to a dark red if the user has chosen to roll up reports based on a supervisor. The background color will revert back to dark grey when the rollup is cleared.
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[[File:ProTag.jpg]]  There is a visual indicator to let users know that all reports are filtered by a rollup employee. The border color for most forms will now change to dark red if the user has chosen to roll up reports based on a supervisor.  
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[[file:Report Options-Rollup with Name.png]]
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The border color will revert to dark grey when the rollup is cleared. If Companywide reports are chosen the border color is green.
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[[file:Report Options - Companywide.png]]
  
 
==See Also==  
 
==See Also==  
  
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[[Salary Regression Options]]<br>
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[[Publish Your Reports]]<br>
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[[Assemble Your Reports]]
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© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 21:15, 24 October 2014

Default Report Settings

You may restore default print settings from the Report Options tab or the Reporting menu.

To restore default print settings from the Report Options tab:

1) Click the Reports icon.
Reports icon.png


2) Click the Report Options tab.

Reports Option Tab.png


3) Click the Restore Defaults button before printing to set all reports to suggested print settings.


To restore default print settings from the Reporting menu:

1) Click on Reporting in the menu line.
2) Click Restore Report Options to Default Settings.


Printing Your Graphs

Not all reports have associated graphs. Customizable graphs are available for the following reports:

  • Workforce Analysis
  • Job Group Analysis
  • Availability/Utilization
  • Goals Progress

You must access the Options window for each report in order to print graphs. There are two ways to access the Options window. The first way is to click Reporting and then Required Reports then select each report individually. The second way is to click the Reports icon, click the Report Option tab, then click the Options button for each report.

In each Options window, simply click the Graph button to access the Graph printing window.

Job Group Anlaysis Graph Options.png


If you wish to change the number of graphs displaying on a printed page select Options from the Utilities menu and then click on the Graphs tab.

Utilities-Graphs Tab 10-24-14.png

Rollup Reporting

ProTag.jpg There is a visual indicator to let users know that all reports are filtered by a rollup employee. The border color for most forms will now change to dark red if the user has chosen to roll up reports based on a supervisor.

Report Options-Rollup with Name.png


The border color will revert to dark grey when the rollup is cleared. If Companywide reports are chosen the border color is green.

Report Options - Companywide.png

See Also

Publish Your Reports


© Copyright Yocom & McKee, Inc.

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