Difference between revisions of "Report Options - Cohort Report"

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::Clicking the box next to ''Convert PT to FTE'' causes the software to convert the salaries of part-time employees to the full-time equivalent when the number of hours worked is included in the employee data.  
 
::Clicking the box next to ''Convert PT to FTE'' causes the software to convert the salaries of part-time employees to the full-time equivalent when the number of hours worked is included in the employee data.  
  
===Report On==
+
===Report On===
 
::Permits the user to select the type of groups that will be analyzed by clicking the radio button next to All Employees, Department, Job, Job Group, EEO, Salary Code, or SSEG Code. The user may then select groups to include in the report by clicking the [[File:Double RIght Arrow Button.png]] button to move all groups from the Available list on the left to the Selected list on the right, or by clicking the [[file:Right_Arrow_Button.png‎]]  button to select specific groups. Double-clicking on a group will also move that group over to the selected list.
 
::Permits the user to select the type of groups that will be analyzed by clicking the radio button next to All Employees, Department, Job, Job Group, EEO, Salary Code, or SSEG Code. The user may then select groups to include in the report by clicking the [[File:Double RIght Arrow Button.png]] button to move all groups from the Available list on the left to the Selected list on the right, or by clicking the [[file:Right_Arrow_Button.png‎]]  button to select specific groups. Double-clicking on a group will also move that group over to the selected list.
  

Latest revision as of 15:46, 18 November 2016

Report Options Cohort Report.png

The Cohort Report Options window allows the user to select the options and groups that will be used when creating the Cohort Report. The Cohort Options window may be accessed by clicking on the Reports' icon and then clicking the Cohort Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Optional Reports, Salary Reports and then Cohort Report. You may see an example of this report at Cohort 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 no default text used, however, text may be added 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.

Show

Permits the user to select All Employees, Included Employees, Annotated Employees or Not Included Employees.

Salary Options

Permits the user to analyze base salaries or total salaries.
Clicking the box next to Convert PT to FTE causes the software to convert the salaries of part-time employees to the full-time equivalent when the number of hours worked is included in the employee data.

Report On

Permits the user to select the type of groups that will be analyzed by clicking the radio button next to All Employees, Department, Job, Job Group, EEO, Salary Code, or SSEG Code. The user may then select groups to include in the report by clicking the Double RIght Arrow Button.png button to move all groups from the Available list on the left to the Selected list on the right, or by clicking the Right Arrow Button.png button to select specific groups. Double-clicking on a group will also move that group over to the selected list.

Display/Printing Options

  • Start separate page for each group
Forces each group that is analyzed to appear on a separate page.
  • Show user-defined fields
Displays any user-defined titles and information provided for each employee.
  • Hide employee’s name
Permits the user to publish the list without employee names. All other employee information will be shown on the list.

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

  • Right Arrow Button.png
Moves the selected item from the left side of the screen to the right side.
  • Double RIght Arrow Button.png
Moves all items on the left side of the screen to the right side.
  • Left Arrow Button.png
Moves the selected item from the right side of the screen to the left side.
  • Double Left Arrow Button.png
Moves all items on the right side of the screen to the left side.
  • Export
Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Cohort.
  • Create .pdf
Creates a .pdf file that is stored in the plan's Support Docs folder when the Create .pdf button is clicked. 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 the Create .doc button is clicked. 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.
  • Preview
Displays a report of the selected groups in a preview window.
  • Close
Closes the Cohort Options window.

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