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
- From the Sage HRMS Link menu, select Reports.
- Select a report from the list. The Report Options dialog box opens.
- 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.
- 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.
- Select whether you want to preview or print the report.
- To print the report, select Printer and then click . The report is sent directly to your printer.
- To preview the report, select Preview and then click . The Page Preview window opens and displays the report.
- Use the page preview toolbar to enlarge your view, page through, print, and email the report.
- Click Close to close the Page Preview window
- Click to close the Report Options dialog box.