Report Writer: Advanced Features. Presented by Bob Burcal & Greg Kaup, Learning & Development Specialists, Paylocity
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1 Report Writer: Advanced Features Presented by Bob Burcal & Greg Kaup, Learning & Development Specialists, Paylocity
2 Highlights
3 Taking Web Pay Reporting To The Next Level Advanced Report Writer
4 What is Advanced Report Writing
5 Custom Reports Field List - Select Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
6 Custom Reports Field List - Select Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save Custom Reports Fields List - Select
7 Custom Reports Field List - Select Custom Reports Fields List - Select Add Formatted Text Add Arithmetic Add Comparison Add Date
8 Custom Report Fields List Add.... Add Add Add....
9 Creating Custom Fields Advanced Report Writer
10 Custom Reports Field List - Select Custom Reports Fields List - Select Add Formatted Text Add Arithmetic Add Comparison Add Date
11 Creating Custom Fields Plan ID
12 Creating Custom Fields Plan ID
13 Creating Custom Fields Plan ID
14 Creating Custom Fields Plan ID P
15 Utilizing Your Custom Field
16 Custom Reports Field List - Select Custom Reports Fields List - Select Add Formatted Text Add Arithmetic Add Comparison Add Date
17 Custom Date Fields DOB
18 Custom Date Fields
19 Custom Date Fields
20 Custom Date Fields
21 Custom Date Fields
22 Custom Date Fields
23 Custom Date Fields 2 Digit Day 2 Digit Month Day of Week Month 2 Digit Year 4 Digit Year
24 Custom Date Fields 10/19/2016
25 Custom Date Fields 10/19/2016
26 Custom Date Fields
27 Utilizing Your Custom Field
28 Custom Reports Field List - Select Custom Reports Fields List - Select Add Formatted Text Add Arithmetic Add Comparison Add Date
29 Custom Arithmetic Fields EE Plus Match
30 Custom Arithmetic Fields
31 Custom Arithmetic Fields
32 Custom Arithmetic Fields + (Add) - (Subtract) * (Multiply) / (Divide) ( )
33 Custom Arithmetic Fields + (Add) - (Subtract) * (Multiply) / (Divide) ( )
34 Custom Arithmetic Fields
35 Custom Arithmetic Fields
36 Custom Arithmetic Fields
37 Custom Arithmetic Fields
38 Custom Arithmetic Fields
39 Custom Arithmetic Fields No Rounding 0 Decimal 2 Decimal 4 Decimal
40 Custom Arithmetic Fields
41 Custom Arithmetic Fields $
42 Utilizing Your Custom Field
43 PULSE CHECK Formatted Fields Arithmetic Fields Date Fields
44 Code Groups Advanced Report Writer
45 Utilizing Your Custom Field
46 Code Groups General Cost Centers Payroll HR Product & Services Custom Fields List Values Code Groups
47 Code Groups
48 Code Groups
49 Code Groups
50 Code Groups
51 Utilizing Your Custom Field
52 Comparison Fields Advanced Report Writer
53 Custom Reports Field List - Select Custom Reports Fields List - Select Add Formatted Text Add Arithmetic Add Comparison Add Date
54 Utilizing Your Custom Field
55 Custom Comparison Fields
56 Custom Comparison Fields = < < = < > > = > AND OR Starts With Ends With Contains Does Not Contain
57 Custom Comparison Fields
58 Custom Comparison Fields
59 Custom Comparison Fields
60 Utilizing Your Custom Field
61 MERGED FIELDS Merged Fields Advanced Report Writer
62 Utilizing Your Custom Field
63 Custom Merged Fields MERGED FIELDS
64 Custom Merged Fields MERGED FIELDS
65 Custom Merged Fields MERGED FIELDS
66 Custom Merged Fields MERGED FIELDS
67 Utilizing Your Custom Merged Field MERGED FIELDS
68 Utilizing Your Formatted Custom Field
69 Utilizing Your Formatted Custom Field
70 Custom Merged Fields MERGED FIELDS
71 Custom Merged Fields MERGED FIELDS
72 Custom Merged Fields MERGED FIELDS
73 Custom Merged Fields MERGED FIELDS
74 Utilizing Your Formatted Custom Field
75 PULSE CHECK Code Groups Merged Fields Comparison Fields
76 Grouping Advanced Report Writer
77 Utilizing Your Grouping Options
78 Utilizing Your Grouping Options
79 Utilizing Your Grouping Options
80 Grouping Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
81 Grouping Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
82 Utilizing Your Grouping Options
83 Utilizing Your Grouping Options
84 Utilizing Your Grouping Options
85 Filtering Advanced Report Writer
86 Filtering Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
87 Filtering Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
88 Filtering Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
89 Filtering Options Setup Select Fields & Sort Filter Data Group Header & Footer Preview & Save
90 Utilizing Your Custom Field
91 Resources Getting Started With Report Writer 3. Web Pay Administrator Guide Reports Help
92 Questions?
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