Employee Groups Report

This Help File Page was last Modified on 05/13/2017

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Employee Groups Report

This Help File Page was last Modified on 05/13/2017

A list of your Employee Groups may be viewed on screen or printed.  

Click the Print Button on the Employee Groups Form to open the Employee Group Report dialog.

Important Note: If printed, keep in mind that this is a list which should remain in a secure place.

 

HelpFilesEmployeeGroupReportOptions

 

The list may include:

All of the Group Name(s) (the default),

The Group Names and its Members (the Employees who have been assigned to the Group)

And even include each Form, Report and Process to which they have been granted access including the allowed type(s) of that access.

 

There are several ways to access the Employee Groups Report dialog:

a)From the Backstage Menu System Select Reports and Choose Employee Groups  

b)From the Quick Access Menu, Select Reports and Choose Employee Groups

c)From the Employee Groups Form by selecting the Print option.

The Employee Groups Report dialog will be displayed as shown below.

 

Employee Groups Report tabs: There are three tabs on the Employee Groups Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).  

Groups - Click whether you want All or One Group listed.

 

HelpFilesEmployeeGroupReportOneGroup

 Employee Group Report - Options tab - One Group

 

If One is selected, Click on the desired Employee Group from the pop-up selections box that will be presented (see below).

 

HelpFilesEmployeeGroupSelection

Employee Group Search dialog

 

Defining the report's contents:

Show employees assigned to Group(s) - Check this box if you want each Member of the Employee Group(s) listed.

Show Forms assigned to Group(s) - Check this box if you want each Assigned Form for the Employee Group(s).

Show Terminated Employees - Check this box if you want Terminated Employees included in the listing.

 

Print - Click the Print button to Preview and Printt his Employee Groups Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options selected above.

Up Arrow/Down Arrow - h Moves the report up one line, i Moves the report down one line.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesEmployeeGroupReportPreview

  Employee Group Report - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Employee Groups Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesEmployeeGroupReportDataView

Employee Group Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.