Report layouts allow you to include
predefined columns of data in your reports. These columns of data
(maintained using the Report Columns
Maintenance screen) are combined together into Report Layouts
using this screen. Examples might include Sickness (a layout
containing a column for each of the types of sickness in the system)
or Hours worked (containing a breakdown of hours worked by Analysis
Code –
Basic, Overtime, etc).
Report Layouts are also used in the
Weekly Timesheet screen, in the
Timesheet Summary displayed at the bottom of the screen.
There is no limit to the number of
Report Layouts which can be set up in Optimum.
Caution! If you edit a Report
Layout which was created by another user your changes will
affect their layout. We strongly recommend that you create a new
Report Layout unless you are certain that the existing one should be
changed.
To create a new report layout:
-
Select Report Layouts
from
the menu.
Existing Report Layouts are listed on the left-hand side of the screen, in the
Report Layouts box.
-
Click New.
-
Enter a unique name for the report layout in the
Report Name box.
-
In the Description field, enter a
description for the report layout. This can be up to 30 characters.
-
Highlight one or more items in the
Available Report Columns list and click the << button
to move them into the Allocated Report Columns list.
-
If you have copied any items in error,
highlight them and use the >> button to move them back to the
Available Report Columns list.
-
Repeat step 5 until all the required columns
have been copied into the Allocated Report Columns list.
-
Click Save. The new Report
Layout is
displayed in
the Report Layouts box on the left-hand side
of the screen.
If you require columns which are not
in the Available Report Columns list,
click the Report Columns >> link to open the
Report Columns Maintenance screen
where you can define the required columns. You can then add them to
the report layout as described above.
