Report Selector |
  
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Report Selector |
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What is it?
The Report Selector presents a single consolidated view of all of the reports in Site Manager, allowing you to run any report you want from one single screen. It also allows some commonly used filters to be entered once and picked up each time a report is run, saving some manual input, and allows PDF and CSV files to be saved in a directory of your choosing.
There are two methods of opening the Report Selector. The first is to simply click on the Reports tab at the top of the Site Manager screen.
Alternatively, from other screens in the system you can right-click and choose the ‘Report Selection’ option. This method will recognise where you are in the system and filter the reports to match eg. pick the option from the Staff screen and you will see Staff reports.
1. Across the top of the screen is a row of tabs. These represent the main functional areas of the system and contain the reports that you would find in that module of Site Manager. There is an ‘All Reports’ tab that offers a full list of the reports available, and you may also see a ‘My Favourites’ tab (explained below).
2. In the top right corner is the ‘Find Report’ filter and the ‘My Preferences’ button.
3. Below the tabs you will find a table of the available reports. If you hover the mouse cursor over a report you will see a tooltip that shows its unique code and the default description (this can be overridden, as explained below). The unique code can be used as in the filter box and is also useful for identifying which specific report you are running (useful for the Support team).
4. Underneath the table is a block of text that details what the report does.
5. To the right of the report list are the options you can choose to default certain settings on the reports. These fields allow you to set a number of commonly used options on reports and save you the time of filling them in each and every time you run a report. If, for example, you were running a batch of reports for a particular Division you can choose that Division once on the Report Selector and it will automatically populate the equivalent field on each of the reports you call.
Certain reports have additional options related to Pay or Invoicing Cycles. These will also appear on the right and allow you to choose a Cycle, Year and Week to report on.
Whatever options you choose in this area are remembered until you close Site Manager.
To run a report you have three options. Highlight the report you want and either a) press Enter on your keyboard, b) double-click with the mouse or c) click on the Run Report button at the bottom.
You can mark reports as a ‘favourite’ by clicking in the checkbox on the table or clicking on the ‘Add Favourite’ button underneath. Once you have added a report as a favourite it will appear in a new ‘My Favourites’ tab, and when you subsequently open the Report Selector it will present this tab as your default.
You can remove reports from your favourites list by either unticking the checkbox or clicking on the ‘Remove Favourite’ button underneath the table.
It is possible to change the description of a report that appears in the table. Just click on the Modify button, click on the Report Title and enter whatever you wish. To revert back to the system’s default title just blank out the Report Title and it will revert back to the default.
These modified descriptions are only visible to you. Other users will see the standard title for the report or their own custom title.
The preferences screen allows you to control your default settings for report output (where supported). Here you can choose whether you want to force CSV, PDF and Preview options to be set to Yes or No, or you can leave it to the report to decide by choosing ‘As Report’.
Additionally, you can set your preferred destination for any CSV and PDF files generated by the reports. This overrides Site Manager’s usual default for storing report files. An additional feature is that files generated by the reports now include a date and time stamp in the file name so that they don’t overwrite the same file every time they are run.
There are two methods of searching for reports. The first is to click on the tabs at the top of the Report Selector to reduce the list down to functional areas of the system and then look for your report.
The second is to type into the Find Report box at the top right of the screen. Then press Enter or tab out of the field and the filter will be applied. Just remember that if you are parked on one of the filter tabs or the My Favourites list you may not see the report you were looking for, in which case click on the ‘All Reports’ tab to see if it appears there.
This is a wildcard search that is not case sensitive and operates on the report code or description. If you know the specific code of the report you want, such as PAY101, you can type this into the box to find that one report. If you know you’re looking for a pension report but can’t recall the exact description, type ‘pen’ into the search box and press Enter and all reports containing the word ‘pen’ will be shown.
To clear the filter just empty the contents of the box and press Enter.
The list of reports is individual to each user, based on their rights. For example, many of the Payroll reports require you to have access to one or more of the payrolls defined in the system. If you don’t have access to any payrolls you will not see those payroll reports. In a
Site Manager environment where there are multiple payrolls and you have access to only one, you will see the reports but the Cycle options on the right-hand side will only present the payroll you have access to.
