The Report Options button is available on most reports and is intended to give you the ability to change the information being displayed to you. There are a few basic sections to the report options as outlined below.
- Selection Tab
Above is the entire structure of the Report Options dialog for a variety of dialogs. The Format option can either be available or not available, depending on which report you have selected.
Selection Tab
Criteria
This option allows the user to select the Department that they are in, as well as other options such as the Tea, Job Role, and their Employment Policies. These allow the user to filter options to view reports more specifically.
Click Update to filter based on what you have selected.
Employee Selection
Employee Selection allows you to select specific employees to show reports based on just the selection chosen within the Employee Selection tab, or the other two options which are based on Direct Reports. Include Reports is based on who has been selected specifically on the tick boxes, or Include All Reports selects everyone on the tick boxes. You can also search for a specific person to filter by typing in the name of Selected Employees.
Format Tab
The Format Tab can be used to select which column(s) should be included. This option is almost exclusively used for exports; by default, most of the columns will be displayed, however, you can choose to show or hide any column except for the employee number column.
Report Options Tab
The Report Options tab will allow you to choose the define various aspects for the report itself. Depending on the report you are in, these options will also dynamically change which are outlined in the Scheduled Reports article.
*If the date specified is higher than the number of days in that month (e.g. 31st of February) then the last day of the month will be used instead (e.g. 28th/29th February).
Advanced Tab
The advanced tab can be used to add several additional filters to the employees being returned by the report, for example, you can filter only employees who have a Bradford Factor greater than 0, so that employees without absence will not be shown.
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