Difference between revisions of "Publish Your Reports"
| Line 1: | Line 1: | ||
You can print the reports all at once from the View or Create a PDF tab or one at a time from the Report Options tab. Printing the AAP or the Compensation Analysis all at once will create a PDF with bookmarks that contains the narrative with the reports and graphs inserted in the appropriate locations. | You can print the reports all at once from the View or Create a PDF tab or one at a time from the Report Options tab. Printing the AAP or the Compensation Analysis all at once will create a PDF with bookmarks that contains the narrative with the reports and graphs inserted in the appropriate locations. | ||
| − | 1) Click the Reports Icon. | + | 1) Click the '''Reports''' Icon. |
[[file:Reports_icon.png]] | [[file:Reports_icon.png]] | ||
| − | 2) Click the | + | 2) Click the '''Report Options''' tab. |
[[file:Reports_Options_Window.png]] | [[file:Reports_Options_Window.png]] | ||
| − | 3) Click Restore | + | 3) Click the '''Restore Defaults''' button. |
| − | 4) Click the View or Create a PDF tab. | + | 4) Click the '''View or Create a PDF''' tab. |
| − | 5) Select the PDF | + | 5) Select the PDF document you wish to create. |
| − | 6) Click Publish PDF. | + | 6) Click '''Publish PDF'''. |
[[file:Reports-View_Create_PDF_tab_-_AAP_selected.jpg]] | [[file:Reports-View_Create_PDF_tab_-_AAP_selected.jpg]] | ||
| Line 21: | Line 21: | ||
[[File:ProTag.jpg]] Pro users may print all plans in one company if they are in All Plans. In order to view the plan documents created in All Plans you will need to click the notebook icon while in All Plans. | [[File:ProTag.jpg]] Pro users may print all plans in one company if they are in All Plans. In order to view the plan documents created in All Plans you will need to click the notebook icon while in All Plans. | ||
| − | 7) When the PDF document has been created you will receive the following message. Click OK. | + | 7) When the PDF document has been created you will receive the following message. Click '''OK'''. |
[[file:PDFCompletedMessage.png]] | [[file:PDFCompletedMessage.png]] | ||
| − | 8) Click View PDF to view your document. | + | 8) Click '''View PDF''' to view your document. |
[[File:ProTag.jpg]] If you wish to print an Executive Summary that includes all plans in the company follow these steps. | [[File:ProTag.jpg]] If you wish to print an Executive Summary that includes all plans in the company follow these steps. | ||
| − | :a) Click | + | :a) Click '''Report Options''' tab.<br> |
| − | :b) Click Restore | + | :b) Click '''Restore Defaults'''.<br> |
| − | :c) Click | + | :c) Click '''Rollup''' under Report Type.<br> |
:d) Select the highest level manager in the organization.<br> | :d) Select the highest level manager in the organization.<br> | ||
| − | :e) Click View or Create a PDF.<br> | + | :e) Click '''View or Create a PDF'''.<br> |
| − | :f) Select Executive Summary.<br> | + | :f) Select '''Executive Summary'''.<br> |
| − | :g) Click Publish PDF.<br> | + | :g) Click '''Publish PDF'''.<br> |
| − | You can also print reports one report at a time by going to Reporting, Required Reports. As soon as you select one report from the Required Reports option, the Options window | + | You can also print reports one report at a time by going to Reporting, Required Reports. As soon as you select one report from the Required Reports option, the Options window will automatically appear. |
[[File:Reporting Menu with Org Profile.png]] | [[File:Reporting Menu with Org Profile.png]] | ||
Revision as of 20:13, 24 October 2011
You can print the reports all at once from the View or Create a PDF tab or one at a time from the Report Options tab. Printing the AAP or the Compensation Analysis all at once will create a PDF with bookmarks that contains the narrative with the reports and graphs inserted in the appropriate locations.
1) Click the Reports Icon.
2) Click the Report Options tab.
3) Click the Restore Defaults button.
4) Click the View or Create a PDF tab.
5) Select the PDF document you wish to create.
6) Click Publish PDF.
Pro users may print all plans in one company if they are in All Plans. In order to view the plan documents created in All Plans you will need to click the notebook icon while in All Plans.
7) When the PDF document has been created you will receive the following message. Click OK.
8) Click View PDF to view your document.
If you wish to print an Executive Summary that includes all plans in the company follow these steps.
- a) Click Report Options tab.
- b) Click Restore Defaults.
- c) Click Rollup under Report Type.
- d) Select the highest level manager in the organization.
- e) Click View or Create a PDF.
- f) Select Executive Summary.
- g) Click Publish PDF.
You can also print reports one report at a time by going to Reporting, Required Reports. As soon as you select one report from the Required Reports option, the Options window will automatically appear.
Also see:
Report Settings
Understanding Your Reports
Assemble Your Reports
Rolling up Reports to a Supervisor
© Copyright Yocom & McKee, Inc.
