After you specify the standard and specific selection criteria in the Report window, generate your report by choosing:
- to view it on the monitor
- to send it to your printer
- 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 , 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.
| Icon | Action |
|---|---|
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Click the icon to display the first page of the report. This icon is disabled if you are previewing the first page of the report. |
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Click the icon to display the previous page of the report. This icon is disabled if you are previewing the first page of the report. |
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Click the icon to select a specific report page to display. Enter the page number in the window and click . |
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Click the icon to display the next page of the report. This icon is disabled if you are previewing the last page of the report. |
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Click the icon to display the last page of the report. This icon is disabled if you are previewing the last page of the report. |
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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. |
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Click the icon to close the preview window and return to the Report window. Tip: You can instead click |
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Click the icon to print the report. |
(the Close icon) in the top-right corner of the preview window.
Printing a report
When you click 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:
- Click .
- On the File Export Options page for , select the file format to use from the list. Certain reports, such as a Veterans Employment report, defaults to the Electronic Submission format.
- For , type one to eight characters for the file name. (The file extension automatically fills in based on the File Type you selected.)
- Click .
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An information window appears showing the location of the exported file. Click .
Sage HRMS exports the file to the 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:
- In Windows Explorer, go to Organize > Folder and Search Options.
- Click the View tab.
- Select the Show hidden files and folders button and click .