Product: Personnel Manager

Version: Single/Multi User

Category: Reports

Code: PM - ReportsFAQ002

Title: Creating a New Report

Creating New Reports

If you do not see a report that matches your requirements in the list of standard reports, you can create your own. There are three methods to choose from:

• Create the report using step-by-step assistance provided by the Report

Wizard.

• Create the report based on an existing report.

• Create the report without step-by-step assistance from the Report Wizard.

There are two stages to using the Report Wizard.

• The Report Wizard prompts you for information about the report. When the Report

Wizard is finished, your report is displayed in the Personnel Manager Reporting

window.

• You can then customise your report and add any finishing touches.

• You will not see the Preview tab if you are not authorised to view employees.

• Extensive online help is provided in the Report Designer. You are strongly

encouraged to read this help document. It provides details of how to modify report

layouts, define calculated fields and filters for your reports.

You can use the Report Wizard to add some of the data to reports, and then use the Report Designer for further specifications. There follows five examples of creating these types of reports.

This example shows how to create a report that lists all employees together with their division and department.

1. Create a file for the report called Employee List.

The Report Wizard appears.

2. Click the Use This Report Wizard option.

3. Click Next.

The second screen of the Report Wizard appears.

Use this screen to specify the type of data to include in the report. In this report, we are interested in employee names, divisions, and departments. All of this data is contained in Employee Details.

4. Select Employee Details and click the > button. Then click the Next button.

The third screen of the Report Wizard appears.

Use this screen to specify which fields you want in your report. In this report, we want the employee’s name, division, and employee number.

5. Select the fields for the report.

• From the list on the left, click these three fields:

Employee Details.Division

Employee Details.Department

Employee Details.Post Name

• Click the button with the > symbol on it.

6. Click the Next button.

The fourth screen of the Report Wizard is displayed.

Use this screen to indicate whether you want a detailed or summary report.

7. As this report is to show detail and the Detail option is selected, simply click the

Next button.

The fifth screen of the Report Wizard is displayed.

Use this screen to indicate whether you want all records to be included or a subset of the records.

8. As this report is to show all records and the All Records option is selected, simply

click the Next button.

The sixth screen of the Report Wizard is displayed.

Use this screen to indicate how the records are to be sorted. Natural Order is ascending (A-Z, 1-9). Set Order is where you specify any different order.

9. As the records in this report are to use natural order and the Natural Order

option is selected, click the Next button.

The seventh screen of the Report Wizard is displayed. Use this screen to indicate how the records are to be grouped.

10. As the report data is not to be grouped, click the Next button.

The eighth screen of the Report Wizard is displayed. Use this screen to specify the layout and orientation of the report.

11. We want the layout to be stepped and the orientation to be portrait, so we will

accept the options already selected for us. Click the Next button.

The ninth screen of the Report Wizard is displayed. Use this screen to change the title and font of the report, include your organisation’s logo.

12. Accept the options already selected for you and click Next

The tenth screen of the Report Wizard is displayed.

13. Click the Finish button to complete and display the report.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

FAQ Sheet Code PDFAQ00: