Using the Reports Application

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Using the Reports Application

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After selecting the report module the Reports screen will be displayed.

A list of reports that you can run will be displayed on the left hand side of the main window.

Reports can be run on demand or scheduled for automatic recurring delivery, see Schedule Reports

 

Available Reports

Available Reports

 

Select the report you wish to run by clicking on the entry on the list.

The application will then display a window prompting you for the selection criteria for the report selected.  

The criteria displayed will vary depending on the report selected.

If you make a mistake when selecting the criteria, a warning message will be displayed indicating what is wrong.

 

Select the required criteria and click on the ‘Create Report’ button.  If any data is found that matches the criteria input, the report will be displayed.

 

Report output

Report output

 

At the top of the report display screen you will see the navigation bar. Clicking one of the export options will create an editable file in the format chosen.

 

report navigation bar

report navigation bar

 

Export to Excel XLS and XLSX

This will create an excel spreadsheet using the data displayed in the report. (Both XLS and XLSX formats are available.

Export to PDF

This will export the report to a PDF file which can be viewed, printed and saved using Adobe Acrobat

Export to RTF

This will create a rich text file export which can be viewed, printed and saved as a Word document.