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spay:hrmsprocguide:how_to_view_user_report_with_additional_criteria [2026/06/16 22:14] 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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| - | **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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| {{:spay:hrmsprocguide:step_2.png|}} | {{: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 ===== | ||
| - | **The User Report must display the number of leavers and new recruits for employees of type Staff at Hotel Company Ltd for January, February, and March 2025. The data must be grouped by Department and analyzed by Period. The report must also use alternating row colors to enhance readability.** | + | **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** Leaver and New recruit | * (D) **Status** Leaver and New recruit | ||
| - | * (E) Go to **Data filters**, click **Employee Type**, activate Staff | + | * (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 : | ||
| * (F) **View by** By department | * (F) **View by** By department | ||
| * (G) **Analyse by** By grouped periods | * (G) **Analyse by** By grouped periods | ||
| * (H) **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|}} | ||