Creating a simple report in Vizual Personnel Manager

For Advanced Personnel Manager Users*

Personnel Manager comes with many built in reports, which are available to use as soon as you have entered your employee records on to the database, however you may wish to edit the existing reports or create ones of your own using the built-in report designer tool.

Reports are ideal for analysing data from Personnel Manager as data can be compared in groups showing totals or they can be summarised. These reports can be saved and used over again. Note: Reports are dynamic. Each time the report is run, it will show data as it appears at that time.

Reports can be as complex as required retrieving information from one or more Personnel Manager tables based on complex search criteria.

The key to good reports is obviously the data itself. If your data is untidy, then you won’t get the reports you want.

The first and most important step is to make a note of what it is you want your report to display. For example, which fields in which order etc. In order to create our report, we need to know the following information:

1. Report Title
2. Table/Screen Name
3. Field Names
4. Sort Order
5. Filters (Search Criteria)

Once this thought process is complete, the report can be created using the Built in Report Designer tool. The end result should look like the example below:

A full guide on how to create this report can be found by clicking on the button below

Further information

AgathonHR have been working on Vizual Personnel Manager and Personnel Director since 1997 and are one of the last companies in the UK to have any experience using or supporting these systems. Additionally we have been working with People Inc. since 2009 and are one the main People Inc. resellers in the UK. This means we can provide the best possible service to ensure the upgrade goes as effectively as possible.

Whilst we can no longer sell Personnel Manager, we do currently provide the following:

• Upgrades to People Inc. including data migration.
• Discounted annual support packages
• Basic training for new users
• Report Writing Training.
• Consultancy – Data tidying, customisation etc.

Further information can be found on our website http://agathonhr.co.uk. If you require any support with Vizual Personnel Manager please call 01242 663974 or email support@vizualpersonnel.co.uk.