====== Create a report using the Reports Generator ====== This section explains how to create a report containing some payments, deductions and fields from an employee's data sheet. {{:spay:userguide:menureportsgenerator.jpg|}} * Step 1: Click on Menu Reports * Step 2: Click on icon Reports Generator {{:spay:userguide:reportsgeneratordefault.jpg|}} * Step 3: Click on Tree View. The default reports appear in the tree view. * Step 4: Click on Create button. {{:spay:userguide:createreport.jpg|}} * Step 5: Click on Close button. A blank screen appears. {{:spay:userguide:reportgeneratorblank.jpg|}} {{:spay:userguide:insertcolumns.jpg|}} * Step 6: Insert a report code (abbreviated with no space) * Step 7: Insert a report name (can contain spaces and can be long) * Step 8: Change the paper size to A4 landscape. * Step 9: Begin inserting all your column names. Intervals of 2 or 3 can be used for the "Order By". "Source" column must be Payment/Deduction for all fields pertaining to payments or deductions. Source "Employee" is used for fields pertaining to employee data sheet. For example the Job Title. {{:spay:userguide:columndetails1.jpg|}} * Step 10: The next step consists in assigning the proper payment or deduction codes to each column defined. Choose a column line up, and insert the appropriate code down in Column Details section. Perform same operation for each line found in column section. Examples below: {{:spay:userguide:columndetails2.jpg|}} {{:spay:userguide:columndetails3.jpg|}} {{:spay:userguide:columndetails4.jpg|}} * Step 14: When all fields have been updated, click on save button. Note that the report can be previewed in Reports > My Reports.