Use the General tab to select report options for the Employee List report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, Vision displays the Activity dialog box so you can enter the activity information. Vision then creates an activity for each employee included on the report.
|
| Grid Type
|
Specify the type of data for which you want to show additional columns.
The sorting and grouping criteria available for the report vary, based on your setting for this option. For example,
contact-related criteria are available if you select
Contacts, while
opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on this option's setting.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. The report will be filtered based on the
Grid Type field and the open or selected record.
|
| Only include employees with missing timesheets
|
Select this option to generate a list of employees for whom no timesheet transactions exist in Transaction Entry. After you select this option, the Timesheets grid is enabled. From this grid, you must select one or more timesheet files to include when generating the Employee List report. Select timesheet files as follows:
- To select a single timesheet entry file, click it.
- To select multiple files in consecutive rows, hold down SHIFT while you click the first file and last file in the group.
- To select multiple files that are not in consecutive rows, hold down CTRL while you click each of the files.
When you generate the report with this option listed, the title of the report is changed to
Missing Timesheets.
|
| Print Final Totals
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Select this check box to display a line at the end of the report that shows total amounts for the entire report.
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