REPORT WRITER USER S GUIDE

Transcription

1 Ingenuity Dcumentatin REPORT WRITER USER S GUIDE Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

2 Ingenuity Dcumentatin Table f Cntents 1. Intrductin Ad-Hc Reprt tab Add Clumns tab Edit Clumns tab Calculated Clumns functin Reprt Filters tab Preview By Cmpany tab Preview By Payrll tab Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

3 Ingenuity Dcumentatin REVISION HISTORY Revisin histry by authr is indicated belw: Date Authr Versin Descriptin 5/14/2012 Laura Milam v )Added HR Reprt Types 2)Added Variable Values drpdwn t Reprt Filters 6/15/2012 Laura Milam v ) Added a Sub Reprt Type drp-dwn t the first tab 2) Updated the way the As f Date (n the Preview by Cmpany tab) functins fr Jb, Salary, emplyee Status and Emplyment Categry fields. 8/10/2012 Laura Milam v ) Updated name f existing field Field Categry, Calculated Clumn, t be Calculated Clumn (Numeric). 2) Added new Field Categry, Calculated Clumn (Text), that is used t create cncatenated fields. 12/14/2012 Laura Milam v ) Updated Filters sectin t include ntes n valid values fr misc fields. Dcument update nly. N change t functinality. 8/2/2013 Laura Milam v ) Added Labr and GL reprting. 12/6/2013 Laura Milam v ) Added a new reprt type f Date Range Emplyee Summary Reprt. This new reprt type allws users t create a date range reprt that returns 1 rw f data per emplyee with accumulatins fr the date range. 2) Imbedded dcument Reprt Writer Calculated Clumn Quick Reference Guide Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

4 Ingenuity Dcumentatin 1. Intrductin Client and Service users have the ability t create new reprts, edit existing reprts, and delete reprts. The Reprt Writer is a quick and efficient way fr creating reprts that is easily understd by users with varying skill sets. The Reprt Writer walks the user thrugh the tabs f selecting a reprt type, reprt title, page layut, default reprt frmat (PDF r Excel), clumns, srting, ttaling, page breaks, filters, clumn headings, clumn size, fnt, and fnt size. Reprts created can be added t the Reprts n Demand r the Date Range Reprt list based n the reprt type. Three reprt types are available: The reprt type selected dictates the tables available fr reprting, the tabs available fr running reprts, and whether r nt a reprt can be scheduled. Payrll Emplyee Summary Reprt: This type f reprt has a single rw f data fr each emplyee. Reprts can be generated fr an As Of date r fr a specific payrll run. This type f reprt is available in Reprt Writer, Scheduled Reprt Optins, Reprt Archive, and Reprts n Demand. Payrll Check Detail Reprt: This type f reprt has a single rw f data fr each emplyee. Reprts can be generated fr an As Of date r fr a specific payrll run. Check accumulatin fields display the accumulatins as they were n the As Of date r as they were fr the specific payrll run. This type f reprt is available in Reprt Writer, Scheduled Reprt Optins, Reprt Archive, and Reprts n Demand. Date Range Reprt: This type f reprt has multiple rws f data fr each emplyee (ne rw f data per payrll run, within the date range, fr each emplyee). Reprts can be generated fr a date range. This type f reprt is available in Reprt Writer and Date Range Reprts. HR Reprts: This type f reprt is designed t pull in data frm HR tables where there can be multiple rws per emplyee. Reprts can be generated fr an As f Date frm the Preview by Cmpany tab. Reprts are als available in Date Range Reprts. Fllwing is a list f the new reprt sub-types and the date that is used fr the As f Date : Assets: Date Assigned Awards: Date Awarded Certificatins: Effective Date Disciplinary Actins: Offense Date Educatin: Cmpletin Date Emplyee Benefits Reprt: Start Date Emplyee Cntacts Reprt: Emplyee Garnishments Reprt: Emplyee I9 Reprt: I9 Cmpleted Date Emplyee Misc Data Set Reprt: Emplyee Ntes Reprt: Effective Date Emplyment Categry Reprt: Effective Date Emplyment Status Histry Reprt: Effective Date Jb Histry Reprt: Effective Date OSHA: Incident Date Prir Emplyment: Start Date Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

5 Ingenuity Dcumentatin Salary Histry Reprt: Effective Date Skills: Date Attained Training: Start Date Labr Allcatin Reprt: This type f reprt is designed t pull in data frm the emplyee labr histry. There are tw sub-reprt types, Date Range and Payrll. The labr items (i.e. earnings, deductins, taxes, etc.) included n this reprt are displayed in clumns acrss the reprt. The user defines the clumns t display. The level f detail displayed is dependent n the clumns included n the reprt. Labr Expense Reprt: This type f reprt is designed t pull in data frm the emplyee labr check details histry. There are tw sub-reprt types, Date Range and Payrll. The pay items included n this reprt are displayed in rws. All labr items, frm emplyee labr check details, are included by default. Items that are nt part f labr check detail are cmpany level and include Third Party Payments; Invice; Wrkers Cmp Payment; OBC Accunt ACH Adjustment; Tax Filing ACH Adjustment; Tax Credit; and Leave Accrual. The level f detail displayed is dependent n the clumns included n the reprt. General Ledger: This type f reprt uses the Labr Allcatin and GL Rules. There are tw sub-reprt types, Date Range and Payrll. The pay items included n this reprt are displayed in rws. All GL items are included by default. The level f detail displayed is dependent n the clumns included n the reprt. Date Range Emplyee Summary Reprt: This type f reprt allws users t create a date range reprt that returns 1 rw f data per emplyee with accumulatins fr the date range. At least ne payrll accumulatin (i.e. earnings, deductins, taxes, etc.) clumn must be included n the reprt fr the reprt t return any data. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

6 Ingenuity Dcumentatin 2. Ad-Hc Reprt tab This tab is used t establish the reprt title, fnt and fnt size, reprt rientatin, and reprt grup (used in security) Fllwing is a screensht f the Reprt Writer: Ad-Hc Reprt tab: 2.1. Tp Grid The grid at the tp f the screen displays a rw fr each saved reprt and includes 5 clumns; Reprt Title, Fnt Size, Fnt Face, Reprt Orientatin, and Reprt Grup. The user can resrt the grid by clicking n a clumn heading Add New Add New is used t add a new reprt. If the user tries t exit befre perfrming a Save, the message Are yu sure yu wish t navigate away frm this frm? Any unsaved changes will be lst. T save yur changes, click Cancel, then click the Save buttn. will be displayed Edit Edit is used t edit an existing reprt. If the user tries t exit befre perfrming a Save, the message Are yu sure yu wish t navigate away frm this frm? Any unsaved changes will be lst. T save yur changes, click Cancel, then click the Save buttn. is displayed Delete Delete is used t delete an existing reprt. When selected, the message Are yu sure yu wish t delete this recrd?, is displayed with Yes and N buttns. If Yes is selected, the reprt is deleted and the screen is refreshed. If N is selected, the screen is redisplayed fr the selected reprt Reprt Type The Reprt Type drp-dwn is used t select the type f reprt yu will be creating. This field cannt be edited after the reprt is saved. Based n the selectin, the fllwing tabs will be available: Payrll Emplyee Summary Reprt: All tabs available. Payrll Check Detail Reprt: All tabs available. Date Range Reprt: All tabs except Preview by Payrll. HR Reprt all sub types: All tabs except Preview by Payrll. Date Range General Ledger Reprt: All tabs except Preview by Payrll. Payrll General Ledger Reprt: All tabs available. Labr Allcatin Reprt with Date Range Labr Allcatin Reprt sub type: All tabs except Preview by Payrll. Labr Allcatin Reprt with Payrll Labr Allcatin Reprt sub type: All tabs available. Labr Expense Reprt with Date Range Labr Expense Reprt sub type: All tabs except Preview by Payrll. Labr Expense Reprt with Payrll Labr Expense Reprt sub type: All tabs available. Date Range Emplyee Summary Reprt: All tabs except Preview by Payrll. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

7 Ingenuity Dcumentatin 2.6. Sub Reprt Type The Sub Reprt Type drp-dwn is displayed fr the HR Reprt, Labr Allcatin Reprt, and Labr Expense reprt types Reprt Title The Reprt Title field is used t enter a title that will print in the reprt header and fter. The Reprt Title is a required field. This is nt the key t the reprt and can be changed at any time. The field length is 100 alphanumeric characters Fnt Size The Fnt Size drp-dwn is used t select a fnt size frm 6pt 12pt. Reducing the size f the fnt may allw fr mre clumns t fit n a PDF reprt. The default fr new reprts is 8pt Fnt Face The Fnt Face drp-dwn is used t select a fnt. The default fr new reprts is Arial. Included in the drp-dwn are the selectins f: Arial Times New Rman Tahma Micrsft Sans Serif Curier New Arial Black Verdana Reprt Orientatin The Reprt Orientatin drp-dwn is used t select the reprt rientatin. Selectins are Prtrait r Landscape. The default fr new reprts is Landscape Reprt Grup The Reprt Grup drp-dwn is used t select a reprt grup. Reprt grups are used t grant access t reprts based n the reprt grup assigned t the client user. Reprt Grups are defined at the client level. If this field is left null, nly Service users will be able t access the reprt. Typically, a Service user wuld leave this null when they are creating a reprt t truble-sht a client issue. If this field is left null, it can still be scheduled t prcess with payrll (where applicable based n the reprt type). Client users will nly have access t a reprt if the reprt grup, selected fr the reprt, matches the reprt grup selected fr the Client User in Security. Client users will nly be able t create reprts fr the reprt grups they are assigned t. This field can be updated at any time Ttals Only Summary Reprt The Ttals Only Summary Reprt check bx is used t create reprts that have ttals nly. Ttal rws are displayed fr each field that has the Grup By check bx selected (this is n the Edit Clumns tab). Date Range reprts prduce a rw f data fr every payrll run fr each emplyee. If nly ne rw per emplyee is required, yu wuld need t Grup By an emplyee field (i.e. Emplyee Number, Emplyee Name, etc.) Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

8 Ingenuity Dcumentatin 3. Add Clumns tab The Add Clumns tab prvides a quick methd t select all clumns that will be used n the reprt. The Edit Clumns tab can als be used t add clumns t the reprt Field Categry The Field Categry drp-dwn is used t select a categry. Once selected, the Clumns bx will display all clumns frm that categry. Users can select clumns, frm multiple field categries, by simply selecting anther field categry. The Clumns bx will be refreshed with the clumns fr that categry. Yu d nt need t Save when switching categries. When the field categry selectin is changed, the Added Clumns list bx retains all clumns frm ther field categry selectins. The Filter Fields input bx allws yu t key data t search fr a clumn within the selected field categry. This feature is typically used when the field categry cntains a large number f clumns. If there are 1,000+ fields in the list, the message Search retrieved t many results. Please filter. When this message is displayed, key the first few characters f the field. Fr example, if yu want Regular MTD Hurs, start typing Regular in the Filter Fields bx and it wuld narrw the list t all fields beginning with Regular Clumn Bx The Clumn bx cntains a list f clumns fr the selected field categry OR, if the Filter Fields field is used, a list f clumns fr the filter. Click n the Clumns heading t resrt the clumn list. Highlight the clumns that shuld be mved t the Added Clumns bx. Yu ll want t select all clumns that shuld display n the reprt as a clumn, all clumns that will be used fr Calculated fields, and all fields that will be used in Reprt Filters. Use the >> buttn t mve the selected clumns t the Added Clumns bx. Use the << buttn t mve remve clumns frm the Added Clumns bx. A clumn can be remved even if the Field Categry selected is nt fr the clumn. Multiple clumns can be selected by using the Cntrl+left click r Cntrl+Shift. The initial srt f clumns is based n the rder they were mved t the Add Clumn bx. Clumns in the Added Clumn bx can be resrted by selecting a clumn and using the Up/Dwn buttns. The list bx has scrllbars when applicable. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

9 Ingenuity Dcumentatin 3.3. Added Clumns Bx The Added Clumns bx displays a list f clumns mved frm the Clumns list. Click n the Clumns heading t resrt clumn list. Click n rws t select and use the << buttn t mve the selected rws back t the Clumns list. A clumn can be remved frm this list at any time, even if it is frm a different field categry than the currently selected field categry. The initial srt f clumns is based n the rder they were mved t the Add Clumn bx. Clumns in the Added Clumn bx can be resrted by selecting a clumn and using the Up/Dwn buttns. Multiple clumns can be selected by using the Cntrl+left click r Cntrl+Shift. The list bx has scrllbars when applicable. The number f clumns that can be displayed n a reprt is determined by the reprt frmat and clumn size selected. Excel frmats: A maximum f 256 clumns can be selected. PDF frmat: Number f clumns displayed is dependent n the page rientatin selected and the clumn size. If there isn t enugh rm t display all clumns, they will be displayed in sequence rder and clumns that dn t fit will nt be displayed. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

10 Ingenuity Dcumentatin 4. Edit Clumns tab The Edit Clumns is used t frmat the reprt clumns, define srting, ttals, and page breaks. There is a recrd fr each clumn selected n the Add Clumns tab. If the Add Clumns tab was nt used t add fields, all fields can be added using this tab Side Grid The side grid displays a rw fr every clumn added t the reprt. Hidden clumns are displayed at the tp f the grid Add New Add New is used t add new clumns t the reprt Edit Edit is used t edit an existing clumn. Clumns can be edited at any time Delete Delete is used t delete clumns. A clumn cannt be deleted if it is used in a calculated clumn r a reprt filter and wuld need t be remved befre deleting Field Categry The Field Categry drp-dwn is used t select field categry. The field categries are dependent n the Reprt Type / Sub Type selected Filter Fields The Filter Fields input bx functins the same way as n the Add Clumns tab Field After selecting a field categry, all fields in the categry will be included in the Field drp-dwn. When in the Edit mde, this selectin can be changed. When changed, the Field drp-dwn is cleared. The field selectin replaces the current recrd Heading1 and Heading2 The Heading1 and Heading2 fields are used t enter clumn headings that display n the reprt: Each clumn n a reprt can have a tw line clumn heading. The field length is 32 alphanumeric characters fr Heading1. The field length is 32 alphanumeric characters fr Heading2. These fields are defaulted frm the database and can be updated at any time Hidden Clumn The Hidden Clumn checkbx is used t indicate the clumn shuld nt display n the reprt. This is necessary when a clumn is needed fr a Calculated Clumn r a Reprt Filter but shuld nt display n the reprt. This selectin can be changed at any time. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

11 Ingenuity Dcumentatin Default Value The Default Value field is used t enter a default value when the value is null. The field length is 50 alphanumeric characters. If this field is left blank, the reprt will display a blank clumn fr database nulls. A default value can be entered fr any type f field Clumn Psitin The Clumn Psitin drp-dwn is used t sequence the clumns. The drp-dwn selectins are determined by the number f fields selected. If 10 clumns were selected, the drp-dwn cntains the selectins f If the Clumn Psitin is left blank, r changed t blank, the Hidden Clumn checkbx will be selected and the Clumn Psitin drp-dwn is disabled. Unchecking the Hidden Clumn checkbx will enable t Clumn Psitin drp-dwn. If there is nt enugh space t display all clumns n the reprt (PDF frmat), they will display in sequence rder Clumn Width The Clumn Width is used t enter a width fr each clumn. The number f clumns that can display n a reprt is determined by the reprt rientatin, fnt size, and clumn width. A clumn width will default frm the database. The frmat is If left blank, the clumn will display n the reprt Frmat String The Frmat String drp-dwn is used t select a frmat t display the data. This field is defaulted, based n the fields data type, and can be changed at any time. Selectins in the drp-dwn include: Date: m/dd/yyyy Date: mm/dd/yyyy Date: mm/dd/yy Date: mmddyy Date: mmddyyyy Date: yyyymmdd Date: June, Date: dd Date: mm Date: yyyy Currency: $12, Number: 12, Number: 12, Number: Number: Number: n decimals Number: 02 (this frmat is valid fr Calculated Numeric fields nly and defines the number f zers t use t pad the field) Number: 003 (this frmat is valid fr Calculated Numeric fields nly and defines the number f zers t use t pad the field) Number: 0004 (this frmat is valid fr Calculated Numeric fields nly and defines the number f zers t use t pad the field) Number: (this frmat is valid fr Calculated Numeric fields nly and defines the number f zers t use t pad the field) Number: (this frmat is valid fr Calculated Numeric fields nly and defines the number f zers t use t pad the field) Percentage: 15.25% Yes/N: Yes displays n reprt if the database value = 1. N displays n reprt if the database value = 0. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

12 Ingenuity Dcumentatin Yes/Blank: Yes displays n reprt if the database value = 1. The clumn display is blank if the database value = 0. Blank/N: The clumn display is blank if the database value = 1. N displays n reprt if the database value = Clumn Alignment The Clumn Alignment drp-dwn is used t select an alignment fr each clumn. Selectins are Left, Centered, and Right. This can be changed at any time Srt Psitin The Srt Psitin drp-dwns are used t define the srts fr a reprt. The first drp-dwn is used t select a srt psitin (i.e. 1, 2, 3) and the secnd drp-dwn is used t select Ascending r Descending. N srts are required. When a srt is selected, the Grup By and Page Break checkbxes are enabled. The Srt drp-dwn selectins are updated dynamically based n previus selectins. If there are n srts defined fr any f the clumns, the drp-dwn cntains the selectin f 1. After the 1 is selected, the drp-dwn cntains the selectins f 1, 2. When a number is selected, it remains in the list and can be selected again. When a number is selected again, the clumn that was using that number is autmatically updated. If the clumn was using the last number befre, it will be updated with what wuld have been the next srt number. When the Srt selectin is cleared, all ther clumns that have a srt number will autmatically be renumbered Grup By The Grup By checkbx is used t grup the srted data. Gruping data allws fr the use f sub-ttals fr the grup. Fr example, if the reprt is srted by Department the reprt will display ne department after anther. If the reprt is srted and gruped by department, there will be a trailer after every department. The trailer may r may nt cntain clumn ttals. The checkbx is nly enabled if there is a srt selected. All clumns will display sub-ttals at the end f every grup (if defined). This field can be changed at any time Page Break The Page Break checkbx is used define the page breaks. The checkbx is nly enabled if there is a srt selected. A page break will be inserted whenever the srt field value changes Aggregate Functin The Aggregate Functin drp-dwn is used t define what the clumn ttals represent. Selectins in the drp-dwn include: Sum: When this is selected, all field values in the clumn are added tgether. This is typically used fr fields that are numbers r currency. The sum displays at the end f every grup and in the reprt ttals. Cunt: When this is selected, a cunt f 1 is applied t every field in the clumn that isn t null. Fr example, if an emplyee cunt is needed, Cunt wuld be selected fr an emplyee field, such as Emplyee Name, and each emplyee wuld be cunted. The cunt displays at the end f every grup and in the reprt ttals. Average: When this is selected, all field values in the clumn are added tgether and then divided by the number f rws t cme up with an average. The average displays at the end f every grup and in the reprt ttals. Minimum Value: When this is selected, all field values in the grup clumns are searched and the minimum value is displayed at the end f every grup. The reprt ttals displays the minimum frm searching all grups. Maximum Value: When this is selected, all field values in the grup clumns are searched and the maximum value is displayed at the end f every grup. The reprt ttals displays the maximum frm searching all grups. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

13 Ingenuity Dcumentatin 5. Calculated Clumns functin On the Edit Clumns tab, there is a Field Categry f Calculated Clumn (Numeric) and Calculated Clumn (Text). Calculated Clumn (Numeric): This clumn is used t perfrm calculatins using fields that cntain numeric data (i.e. hurs, dllars, rates, etc.). Calculated Clumn (Text): This clumn is used t create cncatenated fields. When either f these is selected, the Expressin Builder is available. The Expressin field is ppulated based n the data selected in the Expressin Builder: 5.1. Calculated Clumn (Numeric) This clumn is used t create calculatins that cntain all numeric type fields (i.e. hurs, dllars, rates, etc.) Select the Field Categry = Calculated Clumn (Numeric) Expressin: Click n the Calculatr icn. The fllwing screen will pen: T create the calculated field, d the fllwing: Step 1: Click n Clumn and the list will be ppulated with the numeric fields included n this reprt. This includes Hidden fields and previusly added calculated clumn (numeric). Step 2: Duble-click n a field t select. It will be mved t the tp bx. Step 3: Click n Operatr and the list will ppulate with the peratrs f +, -, *, and /. Step 4: Duble-click n an peratr t select. It will be mve t the tp bx. Repeat steps 1-4 as needed. Data can be keyed in the expressin bx as lng as the crrect syntax is used. T remve data frm the expressin in the tp bx, highlight and use the keybard delete key Calculated Clumn (Text) This clumn is used t create clumns that cntain cncatenated data. Cncatenated clumns use fields that are nn-numeric. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

14 Ingenuity Dcumentatin Select the Field Categry = Calculated Clumn (Text) Expressin: Click n the Calculatr icn. The fllwing screen will pen: T create the calculated field, d the fllwing: Step 1: Click n Clumn and the list will be ppulated with the fields included n this reprt. This includes Hidden fields and previusly added calculated clumn text. Step 2: Duble-click n a field t select. It will be mved t the tp bx. Step 3: Click n Operatr and the list will ppulate with the peratr f &. Step 4: Duble-click n an peratr t select. It will be mve t the tp bx. Repeat steps 1-4 as needed. Data can be keyed in the expressin bx as lng as the crrect syntax is used. T remve data frm the expressin in the tp bx, highlight and use the keybard delete key. The calculatin in the abve example will prduce a field that cntains n spaces between the emplyee number and emplyee name (i.e. 110Jhn De). If yu need t create a field that has a space r dash between the emplyee number and name, yu will need t manually update the calculatin: Space: T create a field that has a space between the fields, put parenthesis arund the expressin and put the field separatr in duble qutes. Example: ({Emplyee Number}&" "&{Emplyee Name}) will prduce 110 Jhn De. Dash: T create a field that has a dash between the fields, put parenthesis arund the expressin and put the field separatr in duble qutes. Example: ({Emplyee Number}&"-"&{Emplyee Name}) will prduce 110-Jhn De. Fllwing is a Quick Reference Guide fr Calculated Clumn (Text): Reprt Writer Calculated Clumn Qu Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

15 Ingenuity Dcumentatin 6. Reprt Filters tab Reprt filters are used t include/exclude emplyees frm a reprt. All emplyees will display n the reprt if there isn t a reprt filter. Multiple filters can be added Add New Add New is used t add a filter. Multiple filters can be added. All filters are cnnected with AND Edit A filter can be updated at any time. The Clumn cannt be edited. If the clumn is incrrect, the recrd shuld be deleted and a new recrd added Delete A filter can be deleted at any time Clumn The Clumn drp-dwn cntains a list f clumns that have been included n the reprt. This included Hidden and Calculated clumns A clumn can be used in mre than ne filter Operatr Operatr: This drp-dwn cntains a list f peratrs and is required if a clumn is selected. Operatrs are: = Like!= (this peratr is used fr nt equal t ) > >= < <= In When In is selected, yu may get a selectin bx: Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

16 Ingenuity Dcumentatin 6.6. Value This is a free-frm field that is used t enter the value that is used t include and/r exclude emplyees. The value entered shuld be in the same frmat as stred in the database. If entering multiple values, separate them with a cmma. Multiple values use the r cnnectr. Fr example, if yu need t include emplyees in certain zip cdes, yu culd enter 44107,44136,44102 and if an emplyee is in ne f thse three zip cdes, they wuld be included n the reprt. Miscellaneus Fields: If the Data Type fr the miscellaneus field is Yes/N, the valid Filter values are True (fr yes) and False (fr n) Variable Value This drp-dwn cntains selectins based n the Reprt Type and the Clumn selected. This allws fr the selectin f a field that changes. All Reprt Types: NULL - fr nn-date fields Fr example, Hme Phne = NULL will nly display emplyees that are missing a hme phne number. Hme Phne!= NULL will display emplyees that have a hme phne value. Payrll Emplyee Summary Reprts: Perid Begin Date Perid End Date Pay Date CreateDate Fr example, if the filter is Hire Date > Perid Begin Date AND Hire Date < Perid End Date when the reprt is generated with a payrll, the reprt will nly include emplyees with a hire date in the current pay perid. Payrll Check Detail Reprt: Perid Begin Date Perid End Date Pay Date Reprt Create Date Fr example, if the filter is Pay Date = Pay Date when the reprt is generated with a payrll, the reprt will include emplyees with checks fr the current pay perid. Date Range Reprt: T Date Frm Date Create Date Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

17 Ingenuity Dcumentatin 7. Preview By Cmpany tab The Preview by Cmpany tab allws yu t run a reprt fr all legal cmpanies r a selected legal cmpany. Fllwing is a screensht f the fields available fr the Payrll Emplyee Summary Reprt, Check Detail Reprt, HR Reprt, Payrll Labr Allcatin Reprt, Payrll General Ledger Reprt, and Payrll Labr Expense Reprt reprt types. The number f rws per emplyee is dependent n the reprt type: 7.1. Cmpany The Cmpany drp-dwn is used t select a legal cmpany. The default is All Cmpanies. This allws yu t run a reprt fr ne legal cmpany r all legal cmpanies As Of Date The As Of Date is used t create a reprt based n the date entered. Any accumulatins n the reprt will be as f that date. The accumulatins are as f the last payrll(s) prcessed where the Pay Date <= the As Of Date entered. If the date is left blank, the current system date is used. If running the reprt fr multiple cmpanies, the accumulatins are fr the last payrll prcessed fr each cmpany. HR Reprts: The rws displayed n the reprt are dependent n the sub reprt type. Fr example, if Assets is selected as the sub reprt type, the Date Assigned is used. All Asset recrds with a Date Assigned <= the As Of Date will display n the reprt. Emplyee data, such as name, address, etc. will display the values as f the perid end date f the last payrll prcessed with the exceptin f the Jb, Salary, emplyee Status, and Emplyment Categry fields. The data displayed fr these fields will be based n the as f date. S, if a user just made a lt f emplyee updates, but hasn t prcessed payrll yet, they culd run the reprt frm this tab and leave the As Of Date blank Output Type This drp-dwn is used t select a PDF r Excel frmat Run Reprt The Run Reprt buttn is used t run the reprt. When the reprt displays, it can be saved r printed. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

18 Ingenuity Dcumentatin Fllwing is a screensht f the fields available fr the Data Range Reprt reprt type. This type f reprt generates ne rw f data, fr each emplyee, fr every payrll run included in the date range: The Cmpany, Output Type, and Run Reprt functins the same as the ther reprt types Frm Date and T Date The Frm Date and T Date fields are used t enter a date range. All payrll runs, within the date range, will display n the reprt Data Type The Data Type drp-dwn cntains the selectins f Pay Date (a.k.a. check date) and Perid End Date. Pay Date: The dates entered will be cmpared t the pay date fr prcessed runs fr the selected cmpany. If all cmpanies are selected, the dates will be cmpared t the pay dates fr prcessed runs fr each cmpany. Fr example, a client may have 4 cmpanies that each have a different frequency (Weekly, Biweekly, Semi, and Mnthly) and the date range is 1/1/2013 1/31/2013. Fr each cmpany, the data included n the reprt will nly be fr payrlls that had a pay date in the date range. Perid End Date: The dates entered will be cmpared t the perid end date fr prcessed runs fr the selected cmpany. If all cmpanies are selected, the dates will be cmpared t the perid end dates fr prcessed runs fr each cmpany. Fr example, a client may have 4 cmpanies that each have a different frequency (Weekly, Biweekly, Semi, and Mnthly) and the date range is 1/1/2013 1/31/2013. Fr each cmpany, the data included n the reprt will nly be fr payrlls that had a perid end date in the date range One Rw Per Emplyee If yu want t display ne rw per emplyee, yu will need t d tw things: 1. On the Ad-Hc Reprt tab, select the Ttals Only Summary Reprt check bx 2. On the Edit Clumns tab, yu must Grup By an emplyee master field. This culd be name, emplyee number, etc. D NOT select SUM fr these types f fields. Nte: If this causes any f yur ther emplyee clumns t display as blank (i.e. yu gruped by emplyee number and nw yur emplyee name clumn displays blank when yu preview), g t the Edit Clumns tab and Grup By the clumn that is nw displaying blanks. Yu may have t test this t understand. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these

19 Ingenuity Dcumentatin 8. Preview By Payrll tab The Preview by Cmpany tab is used t run a reprt fr a single Payrll Run. All data / accumulatins n the reprt will be as f the run selected. Fllwing is a screensht f the fields available fr the Payrll Emplyee Summary Reprt, Check Detail Reprt, Payrll Labr Allcatin, Payrll Labr Expense, and Payrll General Ledger reprt types. These types f reprts generate ne rw f data per emplyee: 8.1. Cmpany/PayGrup This drp-dwn cntains a list f all legal cmpanies. There will be a selectin fr each legal cmpanypay grup cmbinatin. Only ne legal cmpany pay grup can be selected Payrll This drp-dwn cntains a lists f all runs fr the selected legal cmpany-pay grup. The mst recent run is the default selectin Output Type This drp-dwn is used t select a PDF r Excel frmat Run Reprt The Run Reprt buttn is used t run the reprt. When the reprt displays, it can be saved r printed. Ingenuity v August, 2013 All ideas and infrmatin cntained within these dcuments are the intellectual prperty rights f Infinisurce. These dcuments are nt fr general distributin and are meant fr use nly by Infinisurce and trusted partners. Unauthrized distributin f these