Related topics

Sample Reports

Purge Report Information 

Creating Reports

Using the selection criteria and sort options, you can produce a variety of different reports to meet your specific needs. You can also choose to preview the report on your page or print the report.

To Run a Report

  1. From the Sage HRMS Link menu, select Reports.
  2. Select a report from the list. The Report Options dialog box opens.
  3. From the Selection Criteria drop-down list, choose the information for your report. The selection criteria options are different for each report. Each report's selection criteria are listed in the sample report's description.

    Example: You may want to generate a report that describes the import/export templates you have created. You can choose to include all the templates or select the specific template you want to review.

  4. From the Sort by drop-down list, select how you want the information sorted on the report. The sort options available are dictated by the information on the report.

    Example:  When you use the New Employee List, you can choose to list employees alphabetically by name or to list them by ID number.

  5. Select whether you want to preview or print the report.
  6. To print the report, select Printer and then click OK. The report is sent directly to your printer.
  7. To preview the report, select Preview and then click OK. The Page Preview window opens and displays the report.
  8. Use the page preview toolbar to enlarge your view, page through, print, and email the report.
  9. Click Close to close the Page Preview window
  10. Click Close to close the Report Options dialog box.