Difference between revisions of "Report Options - Annual Goals Report"

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(Created page with "File:Annual Goals Print Options.png The Annual Goals Report Options window allows the user to select the options and groups that will be used when creating the Annual Goals ...")
 
 
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[[File:Annual Goals Print Options.png]]
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[[File:Report Options Annual Goals.png]]
  
The Annual Goals Report Options window allows the user to select the options and groups that will be used when creating the Annual Goals Report.  The Annual Goals Report Options window may be accessed by clicking on the '''Reports''' icon and then clicking the Annual Goals Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Required Reports and then Annual Goals Report.   
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The Annual Goals Report Options window allows the user to select the options and groups that will be used when creating the Annual Goals Report.  The Annual Goals Report Options window may be accessed by clicking on the '''Reports''' icon and then clicking the '''Annual Goals Options''' button on the '''Report Options''' tab or from the Reporting menu. Click on '''Reporting''', select '''Required Reports''' and then '''Annual Goals Report'''An example of the report may be seen at [[Annual Goals Report]].
  
 
===General Options===  
 
===General Options===  
  
 
*'''Report Title box'''
 
*'''Report Title box'''
::This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on restore defaults button (on the Report Options window) will restore the original text.
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::This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on the '''Restore Defaults''' button on the '''Report Options''' tab or '''Restore Report Options to Default Settings''' on the '''Reporting''' menu will restore the original text.
  
 
*'''Report Footer box'''
 
*'''Report Footer box'''
::This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on restore defaults button (on the Report Options window) will restore the original text.
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::This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on the '''Restore Defaults''' button on the '''Report Options''' tab or '''Restore Report Options to Default Settings''' on the '''Reporting''' menu will restore the original text.
  
 
===Display/Printing Options===
 
===Display/Printing Options===
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*'''Show % under and 2 std. dev. results'''
 
*'''Show % under and 2 std. dev. results'''
 
::Checking this box causes the program to show the percentage of underutilization.
 
::Checking this box causes the program to show the percentage of underutilization.
 
*'''Hide Pac. Islanders and Two or More'''
 
::The columns for Pacific Islanders and Two or More will not be displayed on the Annual Goals Reports when this box is checked.
 
  
 
*'''Breakout Minorities'''  
 
*'''Breakout Minorities'''  
 
::Checking this box will include a list of all minorities groups and the statistics for each group.
 
::Checking this box will include a list of all minorities groups and the statistics for each group.
 
*'''Send to PDF'''
 
::Checking this box sends the report to a PDF file that is stored in the plan's Support Docs folder when clicking the print button. The Support Docs folder is accessed by clicking the Pen and Folder icon on the Main screen.
 
  
 
===Page Number Options===
 
===Page Number Options===
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*'''Export'''
 
*'''Export'''
 
::Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Annual Goals Report.
 
::Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Annual Goals Report.
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*'''Create .pdf'''
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::Creates a .pdf file that is stored in the plan's Support Docs folder when clicking the '''Create .pdf''' button. The '''Support Docs''' folder is accessed by clicking the '''Pen and Folder''' icon on the blue screen.
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*'''Create .doc'''
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::Creates a Microsoft Word file that is stored in the plan's Support Docs folder when clicking the '''Create .doc''' button. The '''Support Docs''' folder is accessed by clicking the '''Pen and Folder''' icon on the blue screen.
  
 
*'''Print'''
 
*'''Print'''
::Permits the user to print the report to a PDF file when the Send to PDF box is checked, or to a printer.
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::Permits the user to publish the report to a printer.
 
 
*'''Preview'''
 
::Displays a report of the selected groups in a preview window.
 
  
 
*'''Close'''
 
*'''Close'''
 
::Closes the Annual Goals Report Options window.
 
::Closes the Annual Goals Report Options window.
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© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 15:08, 25 March 2014

Report Options Annual Goals.png

The Annual Goals Report Options window allows the user to select the options and groups that will be used when creating the Annual Goals Report. The Annual Goals Report Options window may be accessed by clicking on the Reports icon and then clicking the Annual Goals Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Required Reports and then Annual Goals Report. An example of the report may be seen at Annual Goals Report.

General Options

  • Report Title box
This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.
  • Report Footer box
This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.

Display/Printing Options

  • Print number of persons underutilized
Checking this box causes the program to include number of underutilized individuals on the report. This may be helpful for planning purposes, but it is recommended that you not include this information in your actual affirmative action plan.
  • Show % under and 2 std. dev. results
Checking this box causes the program to show the percentage of underutilization.
  • Breakout Minorities
Checking this box will include a list of all minorities groups and the statistics for each group.

Page Number Options

  • Show page number
Each page of the report will display a page number when this box is checked.
  • Include this date on each page
Each page of the report will display the selected date when this box is checked.
  • Print this page number on the first page
The report will display page numbers starting with the specified number when this box is checked.

Buttons

  • Export
Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Annual Goals Report.
  • Create .pdf
Creates a .pdf file that is stored in the plan's Support Docs folder when clicking the Create .pdf button. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.
  • Create .doc
Creates a Microsoft Word file that is stored in the plan's Support Docs folder when clicking the Create .doc button. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.
  • Print
Permits the user to publish the report to a printer.
  • Close
Closes the Annual Goals Report Options window.


© Copyright Yocom & McKee, Inc.