Generate a Report

Reports must be generated before their information can be viewed. To do so:

Go to Reports.
Select the type of report to generate using the Report Type drop-down.

Note: If you have a previously saved report, you can select it from the My Saved Reports menu. For more information, see Save Report Criteria.

Image of the Report Type drop-down expanded that shows all the available reports that a user can Run in Time Management.

Use the Selection Criteria By drop-down to determine the groups to generate information for.

Image of the Selection Criteria By drop-down menu expanded showing the options users can filter their report information by, including: Department, Employee, Policy, and Pay Processing Group.

Select the criteria from the list, or check Select All box to select all available items.

Note: Use CTRL + Click to select multiple people or groups from the list.

Image of the Report Criteria section of the Reports page, once a selection is made from the Selection Criteria By drop-down menu, the table bellow provides options for that criteria, in this case Departments. There' is also a Select All Departments check box to make selecting everything at once easier.

Note: Depending on what kind of report you choose, you may have extra menus and options to select than the ones we cover here.

Select a department level for which to run the report from the Department Level drop-down. The list that you see depends on what you named your department levels, and will differ from what you see in the screenshot.

Image of the Department Level drop-down expanded, the example options for the department names shown is not the same thing a user would see.

Optional. Enter a name for the report if you wish to save the selections to be used in the future. For more information, see Save Report Criteria.

Image of the Save/Delete Report Criteria field, that asks a user to Enter a name here for a new report name, and the Save Criteria button.

Click Download in PDF format to generate the report and save it to your system as a PDF. Click Download in Excel format to save the report to your system in a Microsoft Excel spreadsheet.

Image of the Download in PDF format and Download in Excel format buttons.