Report Options - Organizational Display

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

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

• Only show the top supervisor for each dept.

Checking this box causes the software to show only the top supervisor for each department. If the box is not checked all supervisors for the department employees will be shown.

• Include a graph of all Depts.

Checking this box creates a set of graphs which are 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 blue screen.

• Include a Company Wide graph

Checking this box creates a single company wide graph rather than a graph for each department. The graph is stored in the plan’s Support Docs folder when the print button is clicked. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.

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 Organizational Display Report.

• Graph

Graphs can be printed, previewed on screen, or copied to the Windows clipboard and inserted into word processing documents.

• 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 Organizational Display Report Options window.

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