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Users can create a customized employee assignments report that provides information about employee assignments over a specified time period.
1. Click on the Analytics icon .
2. Select Employee Assignments Report from the Reports section.
3. Select the Period for which the employee assignments will be viewed.
4. Select any options from the Filter Employees drop-downs based on which this report will be generating. You can either choose to meet all or any of the following conditions.
Note: No selection is mandatory in this section, but can be helpful when the user
wants to break down the organization into smaller units for reporting purposes.
5. Select any options from the Filter Assignments drop-downs based on which this report will be generating. You can either choose to meet all or any of the following conditions.
Note: No selection is mandatory in this section, but can be helpful when the user
wants to break down the organization into smaller units for reporting purposes.
6. Also select any Display Fields (generally employee-related, such as name, seniority date, employee group, etc.) to show on the report.
Note: Click on the arrow icons to move the order of display fields around in
addition to sorting it in ascending or descending order.
7. From the Events list, select types of information that the user desires to view (assignments, leaves, regular days off, etc.). And then for each viewable event, select the appropriate fields to display: time, job, leave type, etc. Arrows can be used to move the data elements order around.
8. Lastly, you may choose to display External Entity Mappings (if configured). Any external mappings can be shown inline or in separate columns.
9. Press the Apply button to load the report preview.
10. To view the full report, press the Print Preview button or the arrow icon right next to it (to view the report in different formats). To save the report configuration settings, press the Save button.