Mailing List Report

Description:

This report gives you a list of your employee names, home addresses and e-mail addresses.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

• The Employee Reports field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• The Employees field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.   The selected employee names are moved to the Viewed Employees box.  If you leave the Viewed Employees box empty, the report will display all employees.
   Note:  The Viewed Employees box is empty by default, thus including all employees in the report.

3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.

• The Department field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Departments header to select department levels.

1. All of your department levels are listed in the Unused Departments box.  The Viewed Departments box lists the departments that will be reported on.  Select the desired departments from the Unused Departments box and click on the [>>] icon to assign them to the report.   The selected department names are moved to the Viewed Departments box.  If you leave the Viewed Departments box empty, the report will display data for all departments.
   Note:  The Viewed Departments box is empty by default, thus including all departments in the report.

2. To unassign departments from a report, select the desired department names in the Viewed Departments box and click on the [<<] icon.  The selected departments are moved to the Unused Departments box.

• If you would like to report on employees assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

• The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output

The report is divided into sections, with the selected employee's information displayed in each.  The employee's full name, address, and e-mail address are displayed (depending on the Options selected in the Report Criteria screen).

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.