Printing, previewing, or exporting a report

After you specify the standard and specific selection criteria in the Report window, generate your report by choosing:

• Preview to view it on the monitor
• Print to send it to your printer
• Export to export it to a file on the server

When you preview or print a report, the title of the report appears at the top of each page of the report. The date and time the report was generated appear at the bottom of each page, along with a sequential page number. Report totals and other control numbers also appear at the end of most reports.

Reports are formatted for standard 8.5-by-11-inch paper with a half-inch margin on all sides.

Previewing a report

When you click Preview, a preview window opens on your monitor and displays the report. The top of the preview window contains the page preview toolbar, which enables you to enlarge your view, page through the report, and print the report. You can see each toolbar icon name when you hover the cursor over the icon.

Icons on the page preview toolbar

Icons in the page preview toolbar

 

Icon	Action
	Click the First Page icon to display the first page of the report. This icon is disabled if you are previewing the first page of the report.
	Click the Previous Page icon to display the previous page of the report. This icon is disabled if you are previewing the first page of the report.
	Click the Go To Page icon to select a specific report page to display. Enter the page number in the Go To Page window and click OK.
	Click the Next Page icon to display the next page of the report. This icon is disabled if you are previewing the last page of the report.
	Click the Last Page icon to display the last page of the report. This icon is disabled if you are previewing the last page of the report.
	Use the Zoom control to choose six different magnifications. Tip: You can also click your cursor anywhere in the preview window to zoom in or out on a particular area of the report. When you zoom, your cursor changes to a magnifying glass.
	Click the Close Preview icon to close the preview window and return to the Report window. Tip: You can instead click (the Close icon) in the top-right corner of the preview window.
	Click the Print Report icon to print the report.

Printing a report

When you click Print in the Report window, the Print window opens. You then select the printer and options such as a page range and number of copies.

Exporting a report to a file

You can export or save your report to a file so you can use it in a variety of different applications, such as Microsoft Excel, or submit it electronically. To export the report to a file:

1. Click Export.
2. On the File Export Options page for File Type, select the file format to use from the list. Certain reports, such as a Veterans Employment report, defaults to the Electronic Submission format.
3. For File Name, type one to eight characters for the file name. (The file extension automatically fills in based on the File Type you selected.)
4. Click Export.

5. An information window appears showing the location of the exported file. Click OK.

   Sage HRMS exports the file to the ..\Sage\SageHRMSServer\Data\Export directory on the server.

   Note: If you are using Windows 2008 or older, you may need to reset the View properties on the C drive to see the \ProgramData folder where the reports are exported:

   1. In Windows Explorer, go to Organize > Folder and Search Options.
   2. Click the View tab.
   3. Select the Show hidden files and folders button and click OK.