Differences

spay:hrmsprocguide:how_to_create_a_user_report [2026/05/28 15:54] jpha		spay:hrmsprocguide:how_to_create_a_user_report [2026/06/01 10:12] (current) mclement
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	{{:spay:hrmsprocguide:criteria_screen_2.png|}}		{{:spay:hrmsprocguide:criteria_screen_2.png|}}
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-	* To view a **User Report**, follow the steps below :
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-	**The illustration below shows how to view/print the User report with the following criteria :**
-	* For January 2025
-	* View by Company and employee
-	* For active employees only
-	* Analysed by period
-	* Showing employee codes
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-	**__STEP 1__ :** Choose or insert the necessary criteria as illustrated below
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-	* In the **Year/Period** section, select :
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-	* (A) **Pay year** 2025
-	* (B) **Pay period** M1 January
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-	* In the **Company/Dept/Sub-Dept** section, select :
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-	* (C) ** Company** General Co Ltd
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-	{{:spay:hrmsprocguide:1a.png|}}
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-	* (D) Scroll down to choose or insert the remaining criteria
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-	{{:spay:hrmsprocguide:1d.png|}}
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-	* In the **Employee Status** section, select :
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-	* (E) **Status** Is active
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-	* The report and export options sections remain unchanged
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-	{{:spay:hrmsprocguide:1e_2.png|}}
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-	**__STEP 2__ :** Click **Preview**
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-	{{:spay:hrmsprocguide:2_preview.png|}}
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-	** Note :** The report is opened in a new tab
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-	{{:spay:hrmsprocguide:user_report_2.png|}}
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-	**__STEP 3__ :** To print the **User report**, click **Print**, **Print to PDF** and then **Print**
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-	{{:spay:hrmsprocguide:3_print_-_print_to_pdf.png|}}
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-	{{:spay:hrmsprocguide:3_print_final.png|}}
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-	**__STEP 4__ :** To exit the report, click **Close**
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-	{{:spay:hrmsprocguide:4_close_report_viewer.png|}}
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-	* To export the **User report** to Excel or to use the Export + Protect option, using the following criteria, follow the steps below
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-	**Criteria :**
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-	* For January 2025
-	* View by Company and employee
-	* For active employees only
-	* Analysed by period
-	* Showing employee codes
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-	**Note :** Since the above criteria have been previously chosen or inserted during the view/print process, HRMS Payroll automatically saves them.
-	* To export a User Report :
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-	* (A) Click **Export**
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-	{{:spay:hrmsprocguide:step_1_criteria_export.png|}}
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-	**Note : ** The exported file is automatically saved to the **Downloads folder**
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-	* (B) Open the excel file from the **Downloads folder**
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-	{{:spay:hrmsprocguide:step_1b_criteria_fichier_excel.png|}}
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-	* To export a User Report using the **Export + Protect** option :
-	* (A) Go to **Export**
-	* (B) Click **Export + Protect**
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-	{{:spay:hrmsprocguide:1._export_a_et_b.png|}}
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-	**Note :** The exported file is automatically saved to the **Downloads folder**
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-	* (C) Open the exportXlsx.zip from the **Downloads folder**
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-	{{:spay:hrmsprocguide:1c_new.png|}}
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-	* (D) Open the protected excel file from the **Downloads folder** and insert the document password 123456 (If you wish to change the document password, refer to the link)
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-	{{:spay:hrmsprocguide:1d_export_et_protect.png|}}
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-	{{:spay:hrmsprocguide:1d_export_et_protect_password.png|}}
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-	{{:spay:hrmsprocguide:payroll_report_excel_2.png|}}
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-	* To Save the **User report** in PDF format, using the same criteria, use the steps below
-	**Criteria :**
-	* For January 2025
-	* View by Company and employee
-	* For active employees only
-	* Analysed by period
-	* Showing employee codes
-	** Since the above criteria have been previously chosen or inserted during the view/print process, HRMS Payroll automatically saves them. Therefore, to save the User report in PDF format :**
-	* (A) Click **PDF**
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-	{{:spay:hrmsprocguide:1a_pdf.png|}}
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-	**Note :** The PDF file is automatically saved to the **Downloads folder**
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-	{{:spay:hrmsprocguide:download_pdf.png|}}
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-	* (B) Open the PDF file from the **Downloads folder**
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-	{{:spay:hrmsprocguide:1b_download_pdf.png|}}
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-	* (C) Insert the document password 123456 (If you wish to change the document password, refer to the link)
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-	{{:spay:hrmsprocguide:1b_download_pdf_avec_mdp.png|}}
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-	{{:spay:hrmsprocguide:payroll_report_pdf.png|}}
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-	* To delete previous criteria, use the steps below
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-	* 1. Click **Reload**
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-	{{:spay:hrmsprocguide:reload_with_criteria.png|}}
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-	{{:spay:hrmsprocguide:reload_without_criteria2.png|}}
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