Requests Report

Description:

This report gives a listing of each employee request that has been recorded by the system.

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.

• 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.  By default all employees are included.  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.

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.
   Note: If you leave the Viewed Employees box empty, the report will display all employees.

• If you would like to report on a specific request type only (such as missed punch, time adjustment,, etc.), make the desired selection from the Request Type drop-down menu.

• If you would like to filter the report by the supervisor that the sender is assigned to, make the desired selection from the Sender's Supervisor drop-down menu.

• If you would like to filter the report by the supervisor that the recipient is assigned to, make the desired selection from the Recipient's Supervisor drop-down menu.

• If you would like to view requests from a specific sender only, make the desired selection from the Sender drop-down menu.

• If you would like to view requests to a specific recipient only, make the desired selection from the Recipient 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 separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output depends greatly upon what you selected in the Options section of the Report Criteria screen.  

• The first column displays the status of the absence request. A means that the recipient has not yet read this request. Active messages are displayed on a blue background. Inactive messages are displayed on a grey background.

• The Date column displays the date on which the request was sent.

• The Sender column displays the name of the user who sent this request.

• The Supervisor column displays the name of the supervisor that the sender is assigned to.

• The Recipient column displays the name of the user that this request was sent to.

• The Supervisor column displays the name of the supervisor that the recipient is assigned to.

• The Type column displays the request type (as in "Missed Punch," "Time Adjustment," etc.).

• The Message column displays the message that was entered when the request was created (if any).

• Click on the icon to delete the absence request.

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.