Related topics

Define Report Criteria

Define Custom Criteria

Preview, Print or Export Reports 

Using the standard reports

Sage HRMS provides dozens of preformatted reports designed to meet virtually any reporting need. With the standard reports, you can:

  • Preview reports on your monitor.
  • Print reports to your printer.
  • Export reports to a file for use by other software applications.

Note: You can also create your own original reports using SAP Crystal Reports. Refer to the Crystal Reports online Help for detailed instructions.

Generating reports

To generate a report:

  1. Select Reports, then in the Employees, Canadian Employees, Time Off, Payroll, Canadian Payroll, Training, or System section, select the report category.

  2. The Report List tab of the Reports page lists the reports in the selected category. Highlight the report you want to generate.

    Sage HRMS displays the name of the report selected below the tab.

  3. On the Standard Criteria and Specific Criteria tabs, define the criteria for the report.

    For example, to sort the Employee Profile report by employee number rather than employee name, you can choose Employee Number for Sort by on the Specific Criteria tab.

    You can also use criteria to limit the data appearing on a report. If you do not limit the data, the report includes all the data.

  4. Click Print, Preview, or Export to print, preview, or export the report.