MPI_2006 Birthday Listing

The Birthday Listing report allows you to pull a list of employee birthdays from the system. You can do so for multiple date ranges, either for the whole year, quarter, or a month.

 

To run the Birthday Listing report in Payentry® NextGen:

 

  1. Go to the Company > Reports > Company Reports page.
  2. Scroll down to the Employee Reports section OR select Employee Reports from the Choose a Report Type drop-down menu. You may also simply type in the name or the number of the report into the search bar to find it quickly.

Image of the partial Employee Reports section on the Company Reports page, showing four of the reports that can be run by the service bureau.

  1. Click on the Run button in row of the Birthday Listing report . A Run Report dialog opens.
  2. Fill out the fields in the Basic Options section. The most important field here is the Date Range. For detailed explanation of the fields please see: Run Company Report Menu Options.
    • Select a Date Range - you may select any data range you need to create a list of birthdays.
    • Select an Output format - whichever is easier for you to read the data.
    • Select when to view a report - either view it right when the report is ready or later from the My Reports > Report Pickup section.

Image of the Run Report dialog with Date Range, Output Format, and delivery options

  1. Click on the Show Advanced Options link to expand that section and further customize your report.
  2. Select the following options and fill out the fields to customize your report:
    • This report isn't picky; you may select whatever options that you wish to see on the report. Make it as simple or complicated as you want.

Image of the Sorting and Additional Options sections on the Run Report dialog for the Birthday Listing Report.

  1. Click the Run Report button to create this report. Depending on the delivery option you selected, the report loads in the browser, is emailed to you, or is added to My Reports.

 

Once you open the report, you'll be able to see a list of employees for the date range you selected, with their birth date listed, along with any other data you have selected to show from the Advanced Options.

 

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