Each report has a Report Detail screen. On this screen the user can select different options to create their report and save to be run again.

Sample Detail screen:

If reports have been saved as Favourites, clicking on the Star icon from the Reports main menu would provide a list of these reports.

This option will process and show in browser. Click on the arrow beside this option to run as PDF or Excel.

Processes the report and puts into PDF format.

Cancels the a running report.

Opens up the Report Options menu.

Opens up the Report Details. See additional description below.

Use the Star icon to open a list of the report settings you have indicated are your favourites.

To close the list, click on the star icon.

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In the detail screen of a StaffScheduleCare report there will be a toolbar above the setting options.

To either create a new Report Settings or modify an existing Report Settings, click on the Detail icon.

The Detail screen will vary, depending on the which report group / Report you have selected.

The toolbar icons will also vary based on your selections.

Hover over any of the following options to see the tool tip.

Icon Options

Open Report Settings

This option allows you to select saved reports. Click on the arrow to see the list of saved reports.

Notice this list is the same list displayed on the main Reports screen in the section Report Settings.

Save Report Settings

Click this option to save new or modified report settings.

This is important if you have included an email address under the Options / General tab that you would like to have the report emailed to.

The Task Scheduler will use the email address(es) found on the General tab to email.

On the Save Report Settings window you may change the Description field to save the settings as a different set of settings.

As Default

Tick this box to select this setting to be your default report settings when you select this Group / Report.

As Shared

Allows users to give access to other users.

For Employee

Allow Employees access.

Favourite

Include this report in your Favourites list.

New Report Settings

Click this option to clear your report settings and access the default setup menu.

Preview

Click on the drop-down arrow for the different options to have the report displayed.

Report Action

Click this option to email your report. Remember that the receiver's email address must be setup under Options / General tab.

Cancel Running Report

Click on the X icon to cancel a running report.

Filter

Click on the Filter icon to open the Filter tab. The report can be filter by the options available for Group and report type you are using.

Most reports will follow the standard options, however, there are additions options for specific reports. The filter icon will appear blue if a filter setting has been set.

Example: To run the report for one employee click on Last Name in the filters and the employee in the value section.

Example: To run for one department click on Department in the Filter and select the department in the value section.

When filter(s) is complete click Apply.

When a filter has been configured a green check, mark is displayed on the filter icon.

To remove the filter selections, click on the Filter icon, at the bottom of the filter selection screen click Reset.

Options

Options - General Tab

Among the options available on this menu are the options for the Report Action Button Settings.

Under the Multi Action Button Settings are the fields for email address(es) and subject line. Other options allow further setup.

If you would like the Task Scheduler to email reports then the Email Address field must be populated and saved with the Report Setting.

If you are working with an Export the Preview as must be set to Special to create a CSV file.

Click on the Include Header for CSV if headers are available on your export.

On the Detail screen click on the blue Preview icon.

If you would like the report in Text format; select Text from the Preview as drop-down.

On the Detail screen click on the blue Preview icon.

Preview as drop-down list:

Blue Preview icon on the Detail screen:

Reports Option - General Tab

The General tab provides printing and email settings. Click Apply to save selections.

Show Hours in Minutes and Show Time in Military

will override the time / hour representation set in the Company Profile.

When creating a New Report Setting, these two options will default to the Company Profile setting unless changed.

Display Name with Comma

To separate first and last name into their own columns, include both fields in the Columns selection.

In Excel and CSV format first and last name have been separated. For PDF format the name fields will be separated by a comma.

Report Sizing

You may increase the number of columns on your report by changing the Printer Orientation to landscape.

This will allow for more columns than using Portrait.

To increase the length select Legal from the Paper Size drop-down.

Report Options - Profile Tab

This section will display your saved reports and the access status. Right click to delete reports that you created. Double click on the tick box to add or remove a check mark.

Report settings can be deleted by clicking on the report and the clicking the X icon.

If a report is to be viewed by only the person who created, do NOT select the shared option.

Processing

The Process icon is not part of the Reports toolbar; however, it appears on the Report Toolbar in the configuration of Calculation features such as Holiday Calculation, Assigned Hours or Time Bank Update. Before clicking this icon be sure to run a report Preview to see the changes that will occur based on the options configured.

Report Columns

Click this option to access the column setting menu. This will open the Columns tab screen.

Column Tab Toolbar

To Column tab has three toolbar icons to assist with managing the columns.

Clear Columns

Click on the Paint Brush the clear the selections from the Column panel.

ADD Columns

To move columns over to the Columns panel, double click on the item to select in the right-side section.

This will add the selection to the left panel Columns.

Custom Column Headings

The Plus icon allows you to add new column headings to the report.

▪Click on the Plus icon.

▪The system opens a New Column slot. Double click in the New Column field and enter the new heading.

On the right side, click, hold and drag the column over to the New Column slot.

The New Column will turn purple when you have the selected column positioned correctly. Release.

Continue process until all required columns have been added.

Modify an existing field header

▪Click on the field header.

▪When the field in white, enter the new column header you would like for the report or export.

▪Click Save.

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Once you have entered the recipient(s) email address in the Options / General tab you are ready to email the reports. Select the Report Action icon.

When the report has been emailed, the system will pop-up a Completion message.

Multiple recipients

To enter more than one address separate the address with a semi colon and a space.

Example Jane@gmail.com; John@gmail.com

Enter the subject or report name in the Email Subject field.

▪Click Apply.

To email the report click on the Report Action icon

Once the report has been emailed the system provides a Complete pop-up.

The report will arrive in the recipient's inbox from Nonreply. This is the default StaffScheduleCare sender ID.

Once the email addresses have been saved in the General tab the report will be emailed when the Report Action icon is clicked.

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