Differences

spay:hrmsprocguide:how_to_view_user_report_with_additional_criteria [2026/06/11 16:03] jpha		spay:hrmsprocguide:how_to_view_user_report_with_additional_criteria [2026/06/17 09:18] (current) jpha
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-	**In the below illustration, the User Report must display active employees for the month of January and February 2025 for General Company Ltd, grouped by department and analysed by summed periods. To do so follow the steps below :**	+	**In the below illustration, the User Report displays active employees for the month of January and February 2025 for General Company Ltd, grouped by department and analysed by summed periods.**
	** STEP 1 :** Choose or insert the necessary criteria as illustrated below		** STEP 1 :** Choose or insert the necessary criteria as illustrated below
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-	{{:spay:hrmsprocguide:rapport.png|}}	+	{{:spay:hrmsprocguide:dernier_rapport_2.png|}}
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-	**In the below illustration, the User Report should display active employees of General Company Ltd for the months of January and February for years 2024 and 2025. The report should be presented in summary format, grouped by department and analyzed by grouped periods**	+	**In the below illustration, the User Report displays active employees of General Company Ltd for the months of January and February for years 2024 and 2025. The report is presented in summary format, grouped by department and analyzed by grouped periods**
	** STEP 1 :** Choose or insert the necessary criteria as illustrated below		** STEP 1 :** Choose or insert the necessary criteria as illustrated below
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	* In the **Company/Dept/Sub-Dept** section, select :		* In the **Company/Dept/Sub-Dept** section, select :
	* (E) **Company** General Co Ltd		* (E) **Company** General Co Ltd
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		+	{{:spay:hrmsprocguide:1a_-_1e.png|}}
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	* In the **Employee Status** section, select :		* In the **Employee Status** section, select :
	* (F) **Status** Is active		* (F) **Status** Is active
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		+	{{:spay:hrmsprocguide:1f.png|}}
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	* In the **Report options** section, select :		* In the **Report options** section, select :
	* (G) **Report View** Summary		* (G) **Report View** Summary
	* (H) **View by** By department		* (H) **View by** By department
	* (I) **Analyse by** By grouped periods		* (I) **Analyse by** By grouped periods
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		+	{{:spay:hrmsprocguide:1g_-_1i.png|}}
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	** STEP 2 :**  Click **Preview**		** STEP 2 :**  Click **Preview**
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		+	{{:spay:hrmsprocguide:step_2.png|}}
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		+	{{:spay:hrmsprocguide:new_report.png|}}
	===== Grouped by department, analysed by grouped periods and alternate rows in color =====		===== Grouped by department, analysed by grouped periods and alternate rows in color =====
-	**In the below illustration, the User Report must display active employees for the month of January, February, March for years 2025 for Hotel Company Ltd grouped by department, analysed by grouped periods and must alternate rows in color**	+	**In the below illustration, the User Report displays leavers and new recruits of employee type Staff at Hotel Company Ltd for January, February, and March 2025. The data is grouped by Department and analyzed by Period. The report also uses alternating row colors to enhance readability.**
	**STEP 1 :** Choose or insert the necessary criteria as illustrated below		**STEP 1 :** Choose or insert the necessary criteria as illustrated below
-	In the **Year/Period** section, select :	+	* In the **Year/Period** section, select :
	* (A) **Pay year** 2025		* (A) **Pay year** 2025
	* (B) **Pay period** M1 January, M2 February, M3 March		* (B) **Pay period** M1 January, M2 February, M3 March
	* In the **Company/Dept/Sub-Dept** section, select :		* In the **Company/Dept/Sub-Dept** section, select :
	* (C) **Company** Hotel Co Ltd		* (C) **Company** Hotel Co Ltd
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		+
		+	{{:spay:hrmsprocguide:1a_dernier_rapport.png|}}
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	* In the **Employee Status** section, select :		* In the **Employee Status** section, select :
-	* (D) **Status** Is active	+	* (D) **Status** Leaver and New recruit
		+	* (E) Go to **Data filters**, click **Employee Type**, in the employee type criteria list activate **Staff**
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		+	{{:spay:hrmsprocguide:1d_-_1e_dernier_rapport.png|}}
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	* In the **Report options** section, select :		* In the **Report options** section, select :
-	* (E) **View by** By department	+	* (F) **View by** By department
-	* (F) **Analyse by** By grouped periods	+	* (G) **Analyse by** By grouped periods
-	* (G) **Options** Alternate row color	+	* (H) **Options** Alternate row color
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		+	{{:spay:hrmsprocguide:1f_-_1h_dernier_rapport.png|}}
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	**STEP 2 :** Click **Preview**		**STEP 2 :** Click **Preview**
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		+	{{:spay:hrmsprocguide:step_2_dernier_rapport.png|}}
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		+	{{:spay:hrmsprocguide:dernier_rapport_numero_2.png|}}