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Overview: Workforce provides its users with the ability to generate customized reports where they can view data related to employee hours and payroll incidents by business unit.

Start from: The Workforce module.

Create custom report

  • Select Configuration > Business Units Reports from the main menu.

  • Select New in the Business Units Reports screen.

  • Assign a Name and Description to the new custom report.

  • Select Accept to save OR Cancel to discard the new report.

  • Select the arrow icon in the field of the new custom report you have created to configure the report.

  • In the report configuration screen, you can choose which data you want to display and in which order:

    • In Column you choose the order of the report columns. You cannot have two columns with the same number.

    • In the Group dropdown, you can choose between center data, absence incidents, or payroll incidents.

    • Depending on the group you have selected, you will be presented with Field options to select from.

    • The Header allows you to custom name the column. If you do not fill in this field, it will appear blank in Excel.

    • The + button adds the configured column to the report.

  • You can delete any column by selecting the trash can icon 🗑.

  • When you complete the report configuration, select Close to close the window and save the customized report.

Notes: Regardless of the order in which you add the columns, they will be sorted numerically in ascending order. Once the columns have been added, you will not be able to modify them, you must delete them and fill in all the fields again.

Display custom report

  • Select Reports from the main menu.

  • Locate in the list or use the Magnifying Glass icon to search for report 182 - Payroll Variables - Report by Business Units.

  • In the Report drop-down, select the specific report to be displayed.

  • Choose the Start and End date of the period you want to consult.

  • In Select Units, choose the work center(s) you wish to consult.

  • Once setup is complete, select Excel to download your customized report.

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