Work with Report Control
Report Control allows you to control how to present the content of the report.
In the Report Control, you can define the filter conditions, which columns to display on the report, what is the sorting order, where is the report output and define some reporting options.
Condition Filters
Click Add a new condition to add a new condition.
From the Field column, select the column that you wish to filter. Nearest all the Column in the Report is available to select.
From the Operator Column, select the Operator for comparison.
Operators:
Equal Show the data that is exactly equal to the given value.
Not Equal Show the data that is not equal to the given value.
Contains Show the data that contains in the given value.
Not Contains Show the data that does not contain the given value.
Begin with Show the data that the string begins with the given value. (e.g. Employee Name begins with Chan).
End with Show the data that the string ends with the given value. (e.g. Employee No. end with -02).
Between Show the data that is between 2 given values (use .. to separate the values).
In Show the data that is in one of the given lists of values (use, to separate the values), e.g.
Not In Show the data that is not in one of the given lists of values.
> or = Show the data that is greater than or equal to the given value.
< or = Show the data that is less than or equal to the given value.
> Show the data that is greater than the given value.
< Show the data that is less than the given value.
Select “And/or” when multiple conditions are given.
Notes
Report Control can only filter rows. i.e. whether to print 1000 rows or 10 rows on the report (filer by the given Conditions)
If each row is a specific employee, Report Control can filter employees, e.g. Employee Name begin with Chan
If each row is a specific Leave Date, Report Control can filter dates e.g. Leave Date >= 2014/01/01 and Leave Date <= 2014/06/30
The AND/OR column that can be suppressed by unchecking the Disable "OR" in Report Control in System Manager Setup.
When the AND/OR column is available, and if more than one logical operator is used in a statement, AND is evaluated first, and then OR.
Order By
Select the 1st Order by drop down to select the column you want to sort by.
Select the 2nd Order by drop down to select the second column you then by want to sort.
Ascending means smallest to largest, 0 to 9, and/or A to Z and
Descending means largest to smallest, 9 to 0, and/or Z to A.
(available only for Excel Reporting)
Output To Excel
If available, when create an Excel File of the Report
Output To Grid
If available, will create the output and display the result inside a grid
Output To PDF
If available, will create a PDF file of the report
Output To Email
If available, will display the Output to Email preview screen and optionally send email to the employees.
Hamburger Button
Inside the hamburger button, there is a sub-menu for various options and settings of this report.
Columns Selection
Select the columns of the Excel Report that you wish to output. Click the Save button to save the changes.
Report Options
Excel Autofilter
when available and checked, will add the Excel Autofilter feature to each column heading. (You can toggle on and off Autofilter in Excel using the shortcut keys CTRL + SHIFT + L).
Print with Gridlines - print grid lines on report when print to printer
Save as User Query
Save the selected columns and conditions to create a new User Query
Save Report Selections
Save the selected conditions and column selections for later use. Saved Report Selections can be maintained in Personal Options
Load Report Selections
Load the saved selected conditions and column selections