Open, Edit, Save and Delete a Report

Description: The following are some instructions on how to Open, Edit, Save and Delete a Report

Solutions:

Before starting, navigate to HR > Reports.

A. Opening a Report: 

• In the dropdown field, select the report you want to view.

B. Editing a Report: 

1. In the dropdown field, select the report you want to modify.
2. Each report will have different filters available. Use the filters and click the refresh button to confirm your filters.
3. Drag and drop the columns according to how you want them to be displayed.
4. Drag any field to the ‘Row Group’ section to group your report by the selected field.
5. To show/hide any fields, click "Columns" on the far-right side to display all available fields. Tick the fields that you want to be shown and untick the fields that you want to hide.

C. Saving a Report: 

1. Ensure that the report being displayed is exactly how you want it (review the Editing a Report section for more information).
2. Click the save button.
3. Enter a name for your report.
4. Click the "Save" icon to save your changes.

D. Exporting a Report: 

You can export your report in different formats, including Excel or printing it out. 

1. In the list of reports, select the report you want to export.
2. To export the report to an Excel file or comma-delimited (CSV) file, click “Export.”
3. Select the file type you want to export to.
4. Exported files will be downloaded to your browser’s default downloads folder.

E. Deleting a Report: 

You can only delete a report that you've created. You cannot delete a report created by another user or the standard reports provided. 

1. In the list of reports, identify the report that you want to delete.
2. Click the delete button to delete the report.
3. Confirm your decision to delete the report. Click "Delete" to remove the report. The report is now deleted.

If you accidentally delete a report, you can re-create it manually.