Report Definitions  - allows you to build a user-defined report

Print Defined Report - print options for setup reports

Employee Master views - Employee master views are a way of viewing, listing and/or exporting all the information in Employee Master.

How to build a report in U-1 Report Definitions…..

1. Click Add at the bottom of the screen. A window will ask if you want to Copy From another report. Use the drop-down if you do. If you want to start a fresh report, leave the box blank and click OK.
2. Enter the Name and description of the report.  The Report Name is selected to print reports; therefore, it needs to be unique to this report.  
   
3. Set up each column to print on the report.  
   1. Select Detail Codes or Sum of Columns. Typically, the first columns will be set to Detail Codes.
   2. Enter the Heading to print at the top of the column and select the information to print in the column.  
   3. Additional options are to reverse the sign and don't print line if zero.  
   4. To select the details or combination of details to print, click on the white box under the heading.  A popup box will appear that lists all available payroll items.  Move the detail you want on the report to the right part of the screen and select OK.
      
4. To add a total column, select the Sum of Columns option. To select the columns to include in the total, click on the white box under the heading.  A popup box will appear that lists all the columns previously set up.  Move the columns you want in the total to the right part of the screen and select OK.
   

U-2 Print  Defined Report

Once the report definitions are saved, they are available for printing under the U-2 Print  Defined Report. The report can also be saved as a CSV, XLS, or XLS file. This report provides the option to include the current cycle, historical cycle, or both in the report itself.

NOTES:

• Use the Edit Report Definitions button to quickly access your selected report. Right-clicking allows you to edit, insert, or delete a column in the report.
• Detail codes with special characters at the end are editable.
  

U-3 Employee Master Views

Employee master views are a way of viewing, listing and/or exporting all the information in Employee Master.  The information can be sorted and rearranged to display only what you want to see.  Once changed, the display can be saved for future use or easily restored to the defaults.

When you go into Employee Master Views, select the employees to display:  Active, Inactive, or All.  You can also limit by one or a range of employees.  Select the box to include all detail codes for Earnings, Deductions, and/or Company Costs.

Select Next to view the grid screen.

NOTE: See Master Grid Views for more explanation.