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GENERATING CUSTOM HR & BENEFITS REPORTS PREFACE

Copyright 2011–2016 ADP, LLC iii V06061678281CRD20

Contents Course Introduction ........................................................................................................ 1

Navigating WebEx .................................................................................................. 1

Course Agenda ........................................................................................................ 2

TheBridge.adp.com ................................................................................................. 2

Implementation Questions ...................................................................................... 2

Module 1: HR & Benefits Reporting Basics

Module 1 Introduction ............................................................................................... 1-1

Topics ................................................................................................................. 1-1

The HR & Benefits Reports Tool............................................................................... 1-2

What Is HR & Benefits Reports Tool? ............................................................... 1-2

What Report Types Are Available? .................................................................... 1-4

Explore: The Report Management Page ............................................................. 1-6

Generating Point-in-Time Reports ............................................................................. 1-8

What Are Point-in-Time Reports? ...................................................................... 1-8

Activity: Creating a Point-in-Time Report ......................................................... 1-9

Explore: Printing Reports ................................................................................. 1-11

Working with Report Templates .............................................................................. 1-13

What Are Report Templates? ........................................................................... 1-13

When to Create a Custom Report Template ..................................................... 1-14

Activity: Running a Point-in-Time Report Using a Template .......................... 1-15

Selecting Multiple Values ................................................................................. 1-19

What Are Retroactive Changes? ....................................................................... 1-21

How Do User Rights Affect Reports? .............................................................. 1-22

Practice: Creating Point-in-Time Reports ......................................................... 1-23

Practice Results: Creating Point-in-Time Reports ............................................ 1-24

Module 1 Summary .................................................................................................. 1-25

Topics ............................................................................................................... 1-25

Module 2: Comparing Data Using Change Reports


Topics ................................................................................................................. 2-1

Understanding Change Reports ................................................................................. 2-2

What Are Change Reports? ................................................................................ 2-2

What Is the Difference between Baseline Dates and Report Dates? .................. 2-3

Learning Activity: Selecting Baseline and Report Dates.................................... 2-4

Running Change Reports ........................................................................................... 2-5

GENERATING CUSTOM HR & BENEFITS REPORTS PREFACE

Copyright 2011–2016 ADP, LLC iv V06061678281CRD20

Activity: Running a Change Report .................................................................... 2-5

Review: Change Report Results ......................................................................... 2-7

Practice: Comparing Data Using Change Reports .............................................. 2-8

Practice Results: Comparing Data Using Change Reports ................................. 2-9

Module 2 Summary .................................................................................................. 2-10

Topics ............................................................................................................... 2-10

Module 3: Summarizing Data with Analytical Reports


Topics ................................................................................................................. 3-1

Generating and Manipulating Analytical Reports ...................................................... 3-2

Overview ............................................................................................................. 3-2

What Is an Analytical Report? ............................................................................ 3-2

Activity: Running and Manipulating the Headcount Report .............................. 3-6

Explore: Tools and Methods for Manipulating Data .......................................... 3-7

Review: Manipulating the Headcount Report ..................................................... 3-8

Explore: Analytical Report Views ...................................................................... 3-9

Learning Activity: Analytical Reports Scavenger Hunt ................................... 3-10

Exporting Analytical Report Data ............................................................................ 3-11

Overview ........................................................................................................... 3-11

What Formats Can I Use to Export Analytical Report Data? ........................... 3-11

Module 3 Summary .................................................................................................. 3-13

Topics ............................................................................................................... 3-13

Exploring HR/Benefits Solution .............................................................................. 3-14

Overview ........................................................................................................... 3-14

Logging On HR/Benefits Solution ................................................................... 3-14

Course Closing ......................................................................................................... 3-15

Continuing Education Credits ........................................................................... 3-15

Next Steps ......................................................................................................... 3-16

Training Evaluation .......................................................................................... 3-16

Generating Custom HR & Benefits Reports (78280) ....................................... 3-17

Appendix

GENERATING CUSTOM HR & BENEFITS REPORTS HANDOUT MANUAL

Copyright 2011–2016 ADP, LLC 1 V06061678281CRD20

Course Introduction

Navigating WebEx



Course Agenda

Module Topics

Module 1: HR & Benefits Reporting Basics The HR & Benefits Reporting Tool

Generating Point-in-Time Reports

Working with Report Templates

Module 2: Comparing Data Using Change Reports Understanding Change Reports

Running Change Reports

Module 3: Summarizing Data with Analytical Reports

Generating and Manipulating Analytical Reports

Exporting Analytical Report Data

TheBridge.adp.com

is an online community for payroll and HR professionals where you can ask questions, share knowledge, make connections, and learn from industry experts and peers about a broad range of human capital management topics. You can access TheBridge.adp.com to do the following and more:

Learn how other professionals are getting more from their ADP solutions with time-saving resources and helpful features.

Join community spaces or topics of interest, including tax, payroll, HR and benefits, and time and labor management.

Connect with other payroll practitioners, HR professionals, featured industry representatives, and ADP subject matter experts.

Share your experiences.

Check the Frequently Asked Questions or ask the community.

Implementation Questions Use the following table to list any follow-up items that you may need to discuss with your implementation consultant (IC)/implementation specialist (IS).

Questions for my IC/IS:

https://thebridge.adp.com/welcome

Generating Custom HR & Benefits Reports

Module 1: HR & Benefits Reporting Basics

MODULE 1: HR & BENEFITS REPORTING BASICS


Copyright 2011–2016 ADP, LLC 1-1 V06061678281CRD20

Module 1 Introduction

Topics This module includes the following topics:

The HR & Benefits Reports Tool






The HR & Benefits Reports Tool

What Is the HR & Benefits Reports Tool? The HR & Benefits Reports tool enables you to extract and analyze data. With the Reports tool, you can:

Use a series of preformatted report types and templates, which eliminate the need to create all reports from scratch

Run reports to view human resource and benefits data on a past, present, or future date

Use the Report Management page to help you select and organize report templates or create ad hoc reports

Retrieve the data you need for tracking and analysis purposes

Example 1 You need a report that lists all of the employees as of today's date. Therefore, you create an employee list report that includes employees' names, business units, and locations.

The following illustration shows an example of an employee list report:




Example 2 You want a report that shows the status of scheduled reviews to determine how many performance reviews still need to be completed. Therefore, you run an analytical report that displays this data.

The following illustration shows an example of an analytical report:




What Report Types Are Available?

Overview HR & Benefits offers various types of reports.

Types and Descriptions The following three report types are commonly used during and after implementation:

Type Description

Point-in-time Use point-in-time reports to report on specific employee or dependent data that is effective as of a specific date (in the past, present, or future). You can use the default report templates or create custom report templates.

Point-in-time reports that you run for the present day capture not only data present in the HR & Benefits module for that day, but also the time of day that you run the report. Therefore, you can track data available at specific points during the day.

Example: Your ADP representative just completed importing your employee records. You would like to review and confirm the records.

Change Use change reports to compare field-by-field human resource and benefits data between a baseline date (from) and a report date (to). Change reports display the last change made during the period of time you specify.

Similar to point-in-time reports, you can set a past, present, or future date for the report date. Only a present report date uses time-of-day data. However, you cannot run change reports to compare data between two points of time on the same day.

Example: Your ADP representative imported some additional employee records with the HR & Benefits module over the past two days. You would like to review and confirm the additional records.

Analytical Use these predefined reports to sort, filter, and summarize employee or company data in the HR & Benefits module. Analytical reports support various types of data output such as pie charts, bar graphs, Microsoft® Office Excel®, and Adobe® Reader® (PDF).




Types and Descriptions (cont.) The following report types are generally used after implementation:

Type Description

Invoices Located on the Invoicing tab, you use invoicing to generate monthly reports that identify employees who are covered under a specific plan and report related costs by carrier. Invoicing is a monthly enrollment process that enables you to verify or reconcile carrier bills with enrollment and payroll data.

Comparison Use comparison reports to compare data changes between two or more point-in-time reports that you ran from the same template at different times. Comparison reports identify data that was added, changed, not changed, or deleted, based on the options that you select.

Example: You run a point-in-time report at the end of each month to track benefit enrollments. To view enrollment changes, you run a comparison report between the current and previous month's point-in-time reports.

Historical Use historical reports to review all of the changes made to certain effective-dated HR & Benefits fields, such as jobs, corporate groups, status, and earnings, within a specified date range. Historical reports show all of the changes made to the selected fields between two points in time. This type of report is different from a change report, which shows only the last change made.

Turnover Use turnover reports to track and analyze the movement of your workforce. Turnover reports compare the number of separations to average headcount within a specified date range using the Society for Human Resource Management formula (SHRM). This report is flexible, allowing you to adjust what qualifies as a separation (job change, corporate group change, or status change) and to select additional criteria to analyze turnover.

Statement Use statements to generate Benefits, Primary Care Physician, Confirmation, or Beneficiary statements.

The following types of statements are available:

Type Purpose

Standard To generate statements that are effective as of a specified date in the past, present, or future

Change To generate statements only for employees for whom data was changed between two specified dates

Additional Resources For more information on comparison, historical, and turnover reports, complete the HR & Benefits - Post-Implementation Reporting course.




Explore: The Report Management Page

Overview You run all HR & Benefits reports, with the exception of analytical reports, starting from the Report Management page. On the Report Management page, you can:

Create a new report or template

Generate default (system-generated) report templates

Run a report or a change report using a template

Edit an existing report template

Manage the templates on your Favorite Templates list




Elements and Descriptions

Element Description

Report Type field Select a report type from the list and click Create to generate a new report or template. Report types include the following:

Point-in-Time - Employee

Point-in-Time - Dependent

Historical

Beneficiary Statement

Benefits Statement

Confirmation Statement

PCP Statement

Performance Statement

Time Off

Turnover

VETS100

VETS100A

Create button Click this button to create a report template for the selected report type.

Favorite Templates section This section lists the report templates that you add to the favorites list. Add report templates to this list that you will use frequently to run reports. You can sort this list by the Name, Type, Last Edited By, or Last Edited Date field by clicking the column heading.

Run Report button Click this button to run a report using the selected template.

Run Change Report button Click this button to run a change report using the selected template.

Edit Template button Click this button to edit the selected report template.

Remove from Favorites button Click this button to remove the selected template from the Favorite Templates list. The report template will still be included in the All Templates list.

Additional Resources For a complete list of elements and descriptions, refer to the appendix, Explore: The Report Management Page topic.





What Are Point-in-Time Reports? The HR & Benefits Reports tool provides you with several types of reports that enable you to retrieve the data you need for tracking and analysis. The Reports tool enables you to use templates to simplify the report generation process.

Point-in-time reports display data for a specific point in time for past, current, and future dates. Point-in-time reports that you run for the current date are in real time; they capture the data at the specific time of day that you run the report. You can:

Create and run an ad hoc report

Run a report from a default template that is provided to you

Run a report from custom templates that you create

You can store the reports indefinitely (up to a maximum of 80 reports), and you can export report data to Excel to manipulate the data, create charts and tables, share the data, or archive the data.

Example You need to track the number of employees you have at the end of each month by business unit and location. You use a point-in-time report to retrieve this data.

Point-in-Time Reports Used during Implementation You typically run the following point-in-time reports during implementation:

Employee and dependent data

Earnings

Benefit enrollment




Activity: Creating a Point-in-Time Report

Overview To create a new custom report from scratch, you need to complete the following steps:

1. Select a report type.

2. Select the employees to include in the report, the report fields, and the display options.

3. Run and view the report.

Scenario Your manager wants you to create a report that lists all of the employees in your company.

Your manager would like the following information in the report:

Employee's name

Employee's business unit

Employee's location

Instructions - Part 1: Select the Report Type

Step Action

1 On the Primary Navigation bar, select Reports.

2 On the Reports menu, select HR & Benefits Reports.

3 Confirm that Report Management is selected.

4 In the Report Type field, select Point-in-Time - Employee.

5 Click Create.

Instructions - Part 2: Select the Report Content

Step Action

1 Select the Content tab.

2 On the Personal page, accept the default Name selections.

3 Select the Work page.

4 In the Corporate Group section, select Business Unit and Location.




Instructions - Part 3 - Run and View the Report

Step Action

1 Click Run Report.

Result: The Run Report window opens.

2 In the Report Name field, type Employee List.

3 In the Report Date field, accept the default date.

4 Click Run Report.

5 Select the Reports Bin and open the Employee List report that you generated.

6 Click Refresh until the report reaches Completed status.

7 Click the HTML icon to view the report.


Element Description

People tab Select the report criteria (who should display in the report).

Content tab Select the report contents (what fields display in the report).

Display tab Select the report display options (how the reports will display).

Important Information

Report names may contain up to 30 characters.

The report date is the date on which the content you want to view is effective. The date can be in the past, present, or future. The date you enter affects the report results.

You can perform other tasks while your report is running. If you do so, you may want to be notified when the report is complete. To request notification, select the Receive E-Mail Notification When Report Is Completed option before you start running the report. Notification messages are sent to the e-mail address specified in your practitioner user or employee record.

The time required to run a report depends on the size of your database. Eligibility reports generally take longer to process than other types of reports.




Explore: Printing Reports To print a report, click your browser’s Print button or select File and then Print. Alternatively, you can download a tab-delimited version of the report. By default, 20 rows of data display on the page at once. If your report contains more than 20 rows and you would like to print your entire report, you do one of the following:

Print each page individually by viewing it, printing it, and clicking Next. Repeat this procedure until you have printed all of the pages.

Change the value in the Rows/Page field to the total number of rows or records in your report. Then print your report. Your printer’s setting will determine how the pages break.




Buttons and Descriptions

Button Description

Rows/Page Changes the number of rows that display on the page. By default, 20 rows of data display on the page at once. Each row contains one employee record.

GoTo Page Jumps to another page in your report

Next/Previous Displays the next or previous page in the report

Download Report Downloads to a tab-delimited text file

Help Accesses Help

Exit Closes the Report Output window

Best Practices

If you want to change the formatting, adjust column widths, sort the report data by multiple fields, or determine where to insert page breaks, download the report, and open it in a spreadsheet or database application.

When you download a file, leading zeros in zip codes, social security numbers, and other fields may drop. You can reformat the columns after opening the downloaded file.

Additional Resources For additional information on the Reports Bin, refer to the appendix, Explore: The Reports Bin topic.





What Are Report Templates? Report templates are blueprints that contain the parameters you need when running specific types of reports. The parameters include criteria for employee groups, specific fields, and display options. When using a template, you do not need to select all of the report parameters manually each time you run a report. Instead, you simply select a template for the type of report that you need and then run the report.

By using report templates, you can:

Store an unlimited number of templates in the All Templates list and Favorite Templates list in the HR & Benefits Reports tool

Allow other users to use the report templates you save, but allow users with restricted access rights to see only the data they are permitted to access. For example, if a user who is not granted access rights to benefits information runs a benefits-related report, the benefit fields display as blank columns.

Assign practitioner users the right to run reports from existing templates but not edit existing reports or save new templates

Example You need to run a report that displays all active employees as of a certain date. Instead of manually selecting all of the criteria, fields, and display options you need, you select the Employee List template and run the report.

Types and Descriptions The HR & Benefits Reports tool provides two types of report templates:

Type Description

Default Provide commonly used lists of employee or dependent data. In the All Templates list, default reports are those that display as System Generated.

If your company is not using all of the default report templates available to you, a practitioner user can make the default reports available by selecting the Generate Default Templates button and following the prompts.

Custom Templates that you create by specifying search criteria, choosing different fields to be included in the report, and/or displaying options. Whether you modify a default template or create a new template, you can save the template under a new name and reuse it as needed.

Additional Resources For a complete list of default report templates and descriptions, refer to the appendix, Explore: The Report Management Page topic.

For more information on generating a list of default templates, or restoring default report templates that have been modified, refer to the appendix, Using the Generate Default Templates Button topic.




When to Create a Custom Report Template

Overview When you change the default criteria, content, or display options of a default report template, you customize the template. In addition, you can create your own report template from scratch. Save your changes in a custom report template if:

The selections you need to make are time consuming

You will use the new selections repeatedly

You want to refine your report results later

Custom templates are included in the All Templates list along with default templates. Other users can use the report templates you save, but users with restricted access rights can see only the data they are permitted to access.

Example If you use a report template created by a New York user but your access rights are limited to Atlanta employees, you can see only Atlanta employee data in the report.

Report Planning Questions Consider the following questions when creating a custom report template:

1. What is the goal of your report, and what do you want it to show?

2. Can you use a default template, or do you need to start with the custom report?

3. Do you want to filter the report to include only certain portions of the employee population? If so, write them down.

4. Which fields do you want to include in your report?

5. How do you want to display the employees’ names in the report?

6. How do you want to sort your data?

7. What do you want to name the report?

Important Information The customized report templates you save are available to all practitioner users. The last user to save a template and the last date the template was saved are recorded on the Report Management page in the All Templates and Favorite Template lists in the Last Edited By and Last Edited Date fields.




Activity: Running a Point-in-Time Report Using a Template

Overview When creating a custom template, you either edit an existing template and save it with a new name or create a custom report and then save the report settings as a new template before running the report. To create and view a custom report template, you need to perform the following tasks:

1. Select a report template (or start from scratch by selecting a report type).

2. Select the employees to include in the report, the report fields, and the display options.

3. Name and save the template.

4. Run the report.

5. View the report output.

Therefore, when you create a custom report or template, you need to consider:

Who should display in the report?

What data should display in the report?

How the report should display?

Scenario Your director has asked you to set up and run reports, by business unit, for all employee records. These reports are used during your implementation to confirm the census data imports and for comparison after implementation to establish employment trends. Therefore, your director wants you to create a template for each business unit. The Eastern business unit has the most employees, so you start there.

Instructions – Part 1: Select the Report Template

Step Action

1 In the All Templates list, select General Census.

2 Click Edit Template.

Note: If you choose to create a new custom template from scratch instead of customizing a default template, you select a report type from the Report Type field and click Create. The remaining steps are the same for either option.

Instructions – Part 2: Select the Report Criteria and Content

Step Action

1 In the Status Type field, select Active.

2 In the Business Unit field, select Eastern.

3 Select the Content tab.

4 Select the Work page.

5 In the General section, select Employee ID.




Instructions – Part 3: Save the Report Template

Step Action

1 Click Save as Template.

2 In the Save the Report Template with This Name field, type General Census - Eastern.

3 Select Add the Template to My Favorites.


Result: The new report template is added to the All Templates and Favorite Templates lists.

Instructions – Part 4: Run the Report

Step Action

1 Click Run Report.

Result: The Run Report window opens.

2 In the Report Name field, add today's date to General Census - Eastern.

3 In the Report Date field, accept the default date.

4 Click Run Report.

Instructions - Part 5: View the Report Step Action

1 Select the Reports Bin and then open the General Census – Eastern report you generated.

Note: You can click Refresh until the report status is Completed.

2 Once the status of the report is Completed, click the HTML icon for the report.

Result: The Report Output window opens.

3 To close the window, click Exit.

Date Types and Results

Type Result

Past Data that is effective at the end of business on the date you select is included in the report.

Current Data that is effective as of the current date and time you run the report and data entered today are included in the report.

Future Data that becomes effective on the future date is included in the report.




Criteria Effective Date In the Criteria Effective field, you enter the effective date for the criteria you select on the People tab. You can enter a past, current, or future date. For example, suppose you are starting a new benefit plan as of the first of the following month and you want to include the employees who enrolled. To include the new benefit plan in the Benefits criteria list, you need to change the criteria effective date to the first of the following month.


Element Description

Templates link Click this link to return to the Report Management page.

Save as Template button Click this button to open the Save as Template window. You can save a new template or overwrite an existing template.

Save button Click this button to save your changes to the existing template.

Note: This option is available only when editing an existing template.

Additional Resources For a list of the fields contained on each content page and other report content options, refer to the Support Center, HR & Benefits Administration guide, "Reports" chapter.




Best Practices

When you click the Save button, you will not be prompted to confirm the saving of your changes. To ensure that you do not overwrite a template accidentally, use the Save as Template button to save your templates.

Periodically review the list of report templates and delete the custom report templates that you no longer use. The number of report templates you can save is not limited, so the list can become lengthy and cumbersome.

If you customize a default template and expect to use it often, save the template with a new name to ensure that it is not overwritten if the default templates are updated.

If you customize a default report template but you know you are going to need it only once, or if it takes only a moment to make your selections, do not save the template. Instead, click Run Report or Run Change Report to run the report. The report results are saved in your Reports Bin.

Important Information Report and template names may contain up to 30 characters.




Selecting Multiple Values

Overview When you create a report, you'll see a column of check boxes to the left of the criteria list on the People page titled Use Detail. You select Use Detail for one or more criteria if you want to select multiple values within a search criterion.

When you select Use Detail for a criterion, the following occurs:

IF the criteria includes: THEN:

Fewer than 25 values The list of values displays, as well as the All, Active, and None buttons

More than 25 values A search tool displays, as well as the All, Active, and None buttons

To make your selections, do the following:

IF the criteria includes: THEN:

Fewer than 25 values Hold down the Ctrl key while selecting each value

More than 25 values 1. In the text box, type a search value (you can use * as a wildcard), and click Search.

2. Once the search values are returned, select the desired value. Then, to move that value to the Included Jobs list, click Add.





When you select Use Details for Benefits, a list of plan types displays instead of a search function. Once you select a plan type, all of the values for that type display.

In the Benefits Plan criteria section, if you add a plan to your included selections and then remove it, the plan is removed from two lists: your list of included selections and the list of available plans. To restore the deleted plan to the list of available plans, you need to click the Add Details button and then start your benefits selections again.

In the Hire Date criteria section, you can enter a date range for the date of hire/rehire to narrow your report results.

If you select Use Details, future-dated values for criteria display, even if you have not changed the Criteria Effective date to a future date.

Additional Resources For additional information on selecting report criteria, refer to the Support Center, HR & Benefits Administration guide, "Reports" chapter.




What Are Retroactive Changes?

Overview Retroactive changes are changes entered after the effective date. When you run a point-in-time report, you can choose to include retroactive changes. This option is available only when the report date is in the past.

Without retroactive changes, you see only the data that had been entered up through the report date.

Example Today is March 10, and you enter a salary change for Phil Butler that became effective February 24. Later today you run a point-in-time earnings report for March 1 without retroactive changes. The earnings report displays Phil Butler's earnings that were in effect prior to February 24 instead of what you entered today.

Additional Resources For more information and for examples of retroactive changes, refer to the appendix or enroll in the Post-Implementation Reporting course.




How Do User Rights Affect Reports?

Overview You can block practitioner users from viewing specific types of data in reports based on their user rights. For example, users restricted on the Employee > Benefits page are also restricted in reports.

When a user with restricted benefits rights displays the Report Type list, benefit statement types do not display. When the same user views report templates, benefits-specific templates are available, but the benefits columns of those reports are blank.

Example If you use a report template created by a New York user but your access rights are limited to Atlanta employees, you can see only Atlanta employee data in the report.

Edit Rights

IF the practitioner user is given Edit rights to: THEN the practitioner user is able to:

The HR & Benefits Reports module Run reports from existing templates, modify existing templates, or create new reports

Change reports Run change reports from existing templates

Save templates Save new report templates or overwrite existing templates

Assigning Practitioner User Rights Each of these practitioner user rights is independent. To have full rights to the HR & Benefits Reports tool, these users must be assigned Edit rights to all three options.

You can assign these users to a combination of these options. For example, if these users are assigned Edit rights to the Reports tool and change reports, they can run point-in-time and change reports and edit the contents, criteria, and display options. However, they cannot save any changes made to existing templates or any new templates that they create.




Practice: Creating Point-in-Time Reports

Scenario Create a report that displays the salary information for all employees who are active or on leave in the Atlanta location using the Point-in-Time - Employee report type. In your report, include the following employee information:

First name and last name but do not include the middle name or generation suffix.

File number and job title

Base salary (annual), and effective date for the base salary.

Note: Do not include Amount (as entered).

You will run this report for each biweekly payroll cycle. Therefore, you need to save a report template, add it to your Favorite Templates list, and run the report from your new template.

Instructions

Step Action

1 Create a new report template and save it.

2 Run and view the report.




Practice Results: Creating Point-in-Time Reports




Module 1 Summary

Topics This module included the following topics:

The HR & Benefits Reporting Tool




Module 2: Comparing Data Using

Change Reports

MODULE 2: COMPARING DATA USING CHANGE REPORTS


Copyright 2011– 2016 ADP, LLC 2-1 V06061678281CRD20



Understanding Change Reports






What Are Change Reports? As you progress through your implementation process, you need to view changes to your employee records. However, a point-in-time report provides you with all records. Therefore, you run change reports to display only the new and revised records.

Change reports display employee data that was changed, added, or deleted over a specific period of time. You can use change reports to define what data has been affected by these changes between a baseline date (from) up through a report date (to) as shown in this example:

Change Reports Used during Implementation Change reports are typically run during implementation to:

Validate data that is imported by your ADP representative

Identify changes to data during implementation




What Is the Difference between Baseline Dates and Report Dates?

Overview When running a change report, you must specify two dates: a baseline date and a report date.

Baseline Date The baseline date (from) is the first date used in the data comparison. The application compares the data as it was saved at the close of business on the baseline date to the information in the application on the report date.

For example, you may want to see what changes occurred during the month of April. Change reports do not include any changes saved on the baseline date. Therefore, your baseline date should be March 31, the day prior to the first day of changes that you want to display in the report.

Report Date The report date (to) is the second date used in the comparison. The following table describes how the report date affects the results of your change report:

IF the report date is: THEN the change report compares information from the close of business on the baseline date to:

In the past Information at the close of business on the report date

Today Current information (as of the date and time you run the report)

In the future Current information plus any information that will be effective on the report date

You may want to choose a report date that is in the future to see how the data will look on a future date. For example, if enrollments become effective on January 1, use January 1 as your report date.

Example The following table shows changes that occurred this year only:

Baseline Date Report Date

12/31/prior year Current date




Learning Activity: Selecting Baseline and Report Dates

Instructions Use the calendar provided to determine the baseline and report dates for each scenario.

1. Today’s date is Monday the 15th, and you need to know all the enrollment changes that happened last week (Sunday–Saturday).

a. Baseline date: _______________________

b. Report date: _______________________

2. It is Tuesday the 23rd, and you are preparing to run payroll. At your company, payroll is run weekly. Pay periods run Monday through Sunday. You need to identify all earnings changes for the last pay period.

a. Baseline date: _______________________

b. Report date: _______________________

Tip To see the changes that occurred during a (Monday through Friday) workweek, use Sunday’s date as the baseline and Friday’s date as the report date.





Activity: Running a Change Report

Overview The steps required to run a change report are similar to the steps for running a point-in-time report. However, additional steps and considerations are necessary when running a change report. You need to determine an appropriate baseline date and indicate whether you want to display adds, changes, deletes, baseline data, and/or unchanged data.

1. Select a template.

2. Select report criteria and content (who and what).

3. Complete the Run Change Report window.

4. Run the report.

You must take the following additional steps when running a change report:

5. Select the display options (how).

6. In the Run Change Report window, select baseline and report dates (when).

Scenario You want to run a report that displays all of the new employee records entered this week, their business units, and any changes. You want employee names in the report to display in a single column with last names first.

Instructions – Part 1: Select the Display Options

Step Action

1 In the All Templates list, select Employee List and click Edit Template.

2 On the Content tab, select the Work page.

3 In the Job Information section, select Job Title.

4 Select the Display tab.

5 In the How Should the Report Display section, select Single Column and Last Name First.

Note: Verify that Adds, Changes, and Display Baseline Info are selected.

6 Click Save As Template.

7 In the Save the Template with this Name field, type Employee Updates.

8 Select Add the Template to My Favorites.





Instructions – Part 2: Run the Change Report

Step Action

1 From the Templates, Setup page, click Run Change Report.

2 In the Report Name field, append with Friday’s date.

3 In the Baseline Date field, enter Sunday's date.

4 In the Report Date field, enter Friday’s date and click Run Report.

5 Select the Reports Bin tab, select the Employee Updates – MM/DD/YY report (once the report is in Completed status), and then click the HTML icon.

6 To close the report output window, click Exit.

Display Options and Descriptions

Display Option Description

Adds Displays data included in the specified search criteria for employees who were added between the baseline and report dates

Changes Displays employee data included in the specified search criteria that changed between the baseline and report dates

Display Baseline Info Displays both the baseline and the current information for any element of the report that has changed

Deletes Highlights any employees who meet the search criteria of baseline date but not of report date. Deletions display as strikethrough text.

Un-Changed Displays employees whose records have the same information across all fields for both baseline and report dates




Review: Change Report Results

Instructions To answer the following questions, refer to the report results.

1. In the first column, all A's and C's display. What do they indicate? Answer: __________________________________________________________________

2. What does the text that displays with a strikethrough indicate? Answer: __________________________________________________________________

3. What does the italicized text indicate? Answer: __________________________________________________________________




Practice: Comparing Data Using Change Reports

Scenario Your current payroll cycle started Monday of this week and ends Sunday of next week. You need to review the changes in earnings that become effective during this payroll cycle.

Instructions

Step Action

1 Customize the Payroll Deductions template to also display the following employee earnings fields:

Base Eff. Date

Base Amount (annual)

Base Amount (as entered)

2 Set the template to display adds, changes, and baseline information.

3 Name the new template Payroll Cycle Changes and save it to your favorites.

4 Run a change report from the new template to show the earnings data that change during your current payroll cycle.

Tip: After you save your new template, click Run Change Report from the Templates, Setup page instead of navigating back to the Report Management page.

5 View the report.

Additional Resources For more information on change reports, refer to the Support Center, HR & Benefits Administration guide, "Reports" chapter.




Practice Results: Comparing Data Using Change Reports




Module 2 Summary





Module 3: Summarizing Data with

Analytical Reports

MODULE 3: SUMMARIZING DATA WITH ANALYTICAL REPORTS











Overview All of your employee data imports are now complete. You need to run some complex reports and display the results in pie charts. Though you can export point-in-time and change report results to Excel to manipulate the results and create various chart formats, you can also perform the same actions using analytical reports. In addition, you can export your analytical report data to various formats.

What Is an Analytical Report? An analytical report is an interactive tablet that is used to summarize and cross-tabulate data. The layout of an analytical report is similar to Excel cross-tab or pivot tables.

The analytical reporting tool is an advanced data analysis tool that allows you to examine data in detail and show relationships. Predefined analytical report types are provided for you. While you cannot customize or create new analytical report types, the reporting tool is designed to allow you to manipulate the report data in a variety of ways to help you understand significant relationships and correlations between different variables.

Analytical reports display data from the end of the prior day. Therefore, the analytical reports you run today display data from the end of day yesterday.

Example You need a headcount summary across all business units and locations. Therefore, you run a headcount analytical report.

The following illustration shows an example of a headcount analytical report:




Features and Descriptions When you work with an analytical report, you can manipulate the results by sorting, filtering, and performing sum functions as described in the following table:

Feature Description

Move columns The application sorts first by the column farthest to the left, and then by the next column, and so on.

Subtotal columns If you sort a report by location and then by job title, you receive subtotals for each.

Sort columns You can sort a column of information by number and date in descending or ascending order.

Filter columns You can filter certain columns to select criteria for the column.

Drill down You can "drill down" to the employee level. Click a Business Unit, Location, or Home Department link for a list of employees within a group.

You can organize the analytical report's elements and filter the data in many ways or you can export the data to perform additional functions.

Differences and Similarities




Predefined Analytical Report Types The following types of analytical reports are available in the HR & Benefits Reports tool:

Note: Listings for the applicant and candidate reports display only if the Recruiting and Staffing module is enabled.




Analytical Reports Used during Implementation The following analytical reports are typically used during implementation:

Benefits - Deductions for FSA and (All) and Retirement (Calendar)

Benefits - Deductions for Other Plan Types

Benefits - Employees and Dependents

Benefit Enrollment with Deduction

Benefits - Headcount

Benefits - Premium for FSA and (All) and Retirement (Calendar)

Benefits - Premium for Other Plan Types

Company - Corporate Groups

Company - Jobs

Company - Salary Structures

EEO-1

Headcount

Termination (includes archived records)

Additional Resources For a list of analytical reports and the information available for each report, refer to the Support Center, HR & Benefits Administration guide, "Reports" chapter, Analytical Reports topic.




Activity: Running and Manipulating the Headcount Report

Scenario Your employee record imports are now complete. You would like to run a headcount report to confirm that they are all set up correctly. You would like to see the report sorted by two criteria, in the following sequence:

1. Location

2. Home Department

You need subtotals for each location but not for home department.

Instructions – Part 1: Run the Report

Step Action

1 On the Reports page, select the Analytical Reports tab.

2 Click Headcount.

Result: The report displays.

Instructions – Part 2: Manipulate the Report

Step Action

1 In the Headers section under Location, click Add Location to Row Header(s).

2 In the Headers section under Home Department, click Add Home Department to Row Header(s).

3 In the Company column header, click Remove (the X).

4 In the Headers section under Home Department, click Turn Off Grand Total for Columns.




Explore: Tools and Methods for Manipulating Data

Tools and Descriptions

Tool Name Description

Remove Removes a field from the report

Add to Row Header

Adds a column to the report for the selected field and displays the field name in the header row. Not all fields can be represented in a column; the tool does not display for such fields.

Filter Data Allows you to build a report that includes records with certain values in a particular column. For example, employees from a specific home department or those with a specific job title can display in your report. You can filter in fields that you display in the report or those you choose not to display. For example, you can filter by home department and select the Sales department, and then choose not to display the Home Department field in the report.

Move Data to the Left

Allows you to reorder the columns in your report, which affects elements such as subtotals, graphs, and separations. In addition, you can click the Headers link at the top of the report to reorder columns.

Headers link Displays a page on which you can select multiple options such as

fields to display, filters and totals, and column order

Additional Resources For a complete list of the analytical reports tools that are shown in the illustration and their descriptions, refer to the appendix.




Review: Manipulating the Headcount Report




Explore: Analytical Report Views

Overview Analytical reports allow you to view your data in several formats. These formats are listed on the tabs in the upper-right area of the Analytical Reports page.

Pie Chart Example

Views and Descriptions

View Description

Default view Displays the data in tables (that is, columns and rows)

HTML view Displays the data in HTML tables. This view is useful when you are viewing large amounts of data or if you are experiencing slow Internet connectivity.

Bar chart Displays the data in a bar chart. The chart uses the field in the left-most column and creates a bar chart for every metric listed in the report.

Line chart Displays the data in a line chart. The chart uses the field in the left-most column and creates a line chart for every metric listed in the report.

Pie chart Displays the data in a pie chart. The chart uses the field in the left-most column and creates a pie chart for every metric listed in the report.


Not all chart types work for all reports. For example, if you select a line chart for a Headcount report, you receive a message indicating that a Headcount report does not provide enough data points for a line chart.

Once the graph is generated, you can copy and paste it to another application, or you can save it by right-clicking and selecting Save Picture As on the menu.




Learning Activity: Analytical Reports Scavenger Hunt

Scenario Your manager asked you to retrieve some specific data that she needs.

Instructions Locate the analytical report that you need to answer each question. Record your answers in the space provided in the following table:

Question Answer

1 What is the average age of the employees in the Sales home department?

2 How many new employees were hired in 2001?

3 How many employees are working in the San Francisco location?





Overview Once you have generated and manipulated an analytical report, you can export it to a format in which you can manipulate it further, save it, or send it in an e-mail message to others.

What Formats Can I Use to Export Analytical Report Data? You can export your report to either of two formats:

Data

PDF




Additional Resources For instructions on how to export analytical report data, refer to the appendix topics, Exporting an Analytical Report Job Aid, Explore: Export Data, and Explore: Export PDF.




Module 3 Summary



Exploring Analytical Report Data




Exploring HR/Benefits Solution

Overview Your implementation specialist will provide you with the information you need for logging on HR/Benefits Solution.

Logging On HR/Benefits Solution To log on HR/Benefits Solution, follow these steps:

Step Action

1 In the User Name field, enter the user name that is assigned to you.

2 In the Company Identifier field, enter the company identifier that is assigned to your company.

3 In the Password field, enter your password.

The HR/Benefits Solution Home Page

The HR/Benefits Solution Reports Page




Course Closing

Continuing Education Credits ADP is an approved provider of recertification credit hours (RCHs) by the American Payroll Association (APA) and continuing professional education (CPE) credits by the National Association of State Boards of Accountancy (NASBA), and is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102. Most ADP courses are eligible for RCHs, CPE credits, and continuing education units (CEUs).

RCHs, CPE credits, and CEUs provide recognition for updating or broadening professional competencies and may be used to maintain certifications such as the Certified Payroll Professional (CPP), Certified Public Accountant (CPA), or the Society for Human Resource Management (SHRM). Professional organizations establish their own certification procedures, which are subject to change.

Professional organizations often require documentation of class objectives, agenda, and duration, along with a certificate of completion. This information is provided at the end of your handout manual. At your request, your instructor will provide you with a certificate of completion at the end of this class.




Next Steps What will you do in the next week to apply this training?

Training Evaluation Thank you for attending this course. Please take a moment to complete the evaluation.

ADP Course Description

Generating Custom HR & Benefits Reports (78280)

Program Content

For HR and benefits practitioners of HR/Benefits Solution or ADP Workforce Now V2.0 or V2.0-1: This course prepares participants to generate a variety of custom HR & Benefits reports.

Objectives

Upon completing this course, participants will be prepared to:

Create custom report templates

Create point-in-time, change, and analytical reports

Audience

This course is intended for HR professionals whose job responsibilities include generating HR & Benefits reports.

Prerequisites

Before beginning this course, participants should have a working knowledge of personal computers, Microsoft® Windows®, and Internet navigation.

Participant Materials

Participants need to print the Generating Custom HR & Benefits Reports handout manual before attending class.

Method of Presentation

Virtual class (VC), Group: Internet-based

Duration

2 hours, 15 minutes

Continuing Education Credits

Upon completion of this course, participants may be eligible for the following recertification credit hours (RCHs), continuing professional education (CPE) credits, and continuing education units (CEUs):

RCH: 2.25

CPE: 2.50

CEU: 0.2

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted on a 50-minute hour.

ADP, LLC, Employer Services, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

ADP, LLC, Major Account Services, Learning and Performance, has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) 506-3275.

In accordance with the American Payroll Association (APA), recertification credit hours (RCHs) apply to Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC) credentials.

Recommended Field of Study (NASBA)

Specialized Knowledge and Applications

Cost and Training Policy

For information on course cost, registration, and cancellation policies, refer to the Training Policy.

Learner Records and Privacy Policy

Learner records are available on Learn@ADP within 24 hours after participants complete their training classes. To access learner records, refer to these instructions.

View ADP's Privacy Policy on Learn@ADP.

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Appendix Contents


Explore: The Report Management Page ........................................................................ 1

Explore: The Reports Bin .............................................................................................. 6

Using the Generate Default Templates Button Job Aid ................................................ 8

Retroactive Changes ...................................................................................................... 9

Explore: Tools and Methods for Manipulating Data ................................................... 14

Exporting an Analytical Report Job Aid ..................................................................... 16

Explore: Export Data ................................................................................................... 17

Explore: Export PDF ................................................................................................... 18

GENERATING CUSTOM HR & BENEFITS REPORTS APPENDIX



Explore: The Report Management Page




Element Description

Report Type field Select a report type from the list and click Create to generate a new report or template. Report types include the following:



Historical

Beneficiary Statement

Benefits Statement

Confirmation Statement

PCP Statement

Performance Statement

Turnover

VETS100

VETS100A

Create button Click this button to create a report template for the selected report type.

Favorite Templates section This section lists the report templates you add to the favorites list. Add report templates to this list that you will use frequently to run reports. You can sort this list by the Name, Type, Last Edited By, or Last Edited Date field by clicking the column heading.

Run Report button Click this button to run a report using the selected template.

Run Change Report button Click this button to run a change report using the selected template.

Edit Template button Click this button to edit the selected report template.

Remove from Favorites button

Click this button to remove the selected template from the Favorite Templates list. The report template will still be included in the All Templates list.

All Templates section This section lists all report templates, including system-generated templates and templates that users create. You can sort this list by the Name, Type, Last Edited By, or Last Edited Date fields by clicking the column heading.

Last Edited By field This field displays the last user to save the template and can have the following values:

Last Edited By Description

User name The last user to save the template

System Generated

Default templates for point-in-time and historical reports. Also used for statement templates.

Note: The statement templates cannot be modified.

Last Edited Date field This field reflects the most recent date that the template was saved

Generate Default Templates button

Click this button to restore the default (system-generated) templates to the All Templates list.

Note: If you saved any changes to an existing system-generated template but did not save the template under a new name, the changes that you made to the template will be erased when you restore the default templates.



Elements and Descriptions (cont.)

Element Description

Filter By field To limit the display to certain templates, select a method from the Filter By list, enter the search criteria for the filter, and click Filter. The following table describes how you can filter:

Filter By Filter Criteria

Name Enter a report name or keyword.

Type Select one of the following report types:

Historical



Statement

Turnover

Last Edited By Enter a name.

Show All button Click this button to remove the filter and show all report templates.

Add to Favorites button Click this button to add the selected report template to the Favorite Templates list.

Delete button Click this button to delete the selected report template(s).

Note: You cannot delete the statement templates.



Default Report Templates and Descriptions The following table lists the default report templates in the HR & Benefits Reports tool:

Report Type Report Template Description

Point-in-time Eligibility Shows employee eligibility information about coverage lines for which the employee is eligible but in which the employee is currently not enrolled

Employee Home Address Shows name, social security number/national ID, home address, and home phone

Employee List Shows name, business unit, location, work phone, work fax, and work e-mail address

Enrollment Shows the plan name and coverage level for each employee enrolled in the selected line of coverage

General Census Shows name, date of birth, gender, job title, business unit, location, class, and home department

Job List Shows name, job title, and manager

Life/LTD Shows the life and long term disability (LTD) coverage information for employees

Med/Den/Vision Shows medical, dental, and vision coverage information for employees

Payroll Deductions Shows the calculated payroll deduction by pay cycle for each line of coverage

Retirement Shows the employee name and retirement information including plan name, coverage, employee deduction, employer cost, and total cost

Dependent Report Shows the following information:

Employee data: name, social security number/national ID, primary ID, ID issuer, address

Dependent data: name, social security number/national ID, gender, dependent relation, date of birth, ID issuer

Statement Beneficiary Statement Displays a current salary and benefit enrollment details

Confirmation Statement Displays information for the employee and dependents that is used to confirm benefit enrollment. It can include the company's logo and return address and the employee’s name and address.

PCP Statement Displays primary care physician information for the employee and dependents that is tied to plan enrollments

Benefits Statement Displays the employee's beneficiary assignments listed by benefit type, plan name, and effective date

Performance Statement Displays the employee's performance review information



Default Report Templates and Descriptions (cont.)

Report Type Report Template Description

Historical

Corporate Group History Generates historical corporate group data based on specified data

Earnings History Generates historical earnings data based on specified criteria

Job History Generates job history data based on specified criteria

Time Off History Generates approved and rejected time-off history based on specified criteria

Time Taken History Generates time-taken history based on specified criteria



Explore: The Reports Bin




Element Description

Compare Reports icon You click this icon to run a comparison report of two point-in-time reports.

Note: The Compare Reports icon is not activated until at least two point-in-time reports with identical content are stored in the Reports Bin.

Filter By field You can select a filter from the list, enter search criteria in the text field, and click Filter to limit the display to certain reports.

IF you want to filter by: THEN:

Name Enter a report name

Status Select one of the following:

Completed

In Progress

Queued

Failed

Type Select one of the following:

Historical



Statement

Turnover

VETS100

VETS100A

Delete button You click this button to delete selected report(s) from the Reports Bin. Each practitioner/administrative user with rights to run reports has a private Reports Bin that holds up to 80 generated reports. When the bin is full, you must delete a report or overwrite an existing report if you want to run a new one.

Refresh button When a report is being generated, its status is In Progress. To find out whether a report is ready, you click Refresh. A status update displays. You can view the report itself only when its status is Completed.

View icons Icons indicate the display format(s), such as TXT and HTML, which are available for each report. You click the icon to view the report.

Report This is the date selected as the date of the report. It can be a past, current, or future date.

Request Date field This is the date and time that the report was requested.



Using the Generate Default Templates Button Job Aid

Overview When your company's instance of HR & Benefits is created, it may not have default report templates immediately available. Once you or another practitioner generates the default templates, the templates are available to all other practitioner users in your company. When you add new practitioners, all of the default report templates available to the existing practitioners also display in the new practitioner's All Templates list.

If you delete some of the default templates and you would like to restore them to create reports, you can generate the default templates so they display in the All Templates list. If you modify a default template and would like to restore the original template, you can regenerate all the default templates.

Instructions

Step Action

1 On the Primary Navigation bar, select Reports.

2 On the Reports menu, select HR & Benefits Reports.

3 On the Report Management page, click Generate Default Templates.

Result: A warning message displays listing all of the existing report templates in your All Templates list that have the same name as a default template.

4 Click OK.

Result: The default templates are added to the All Templates list. Any existing report template that was named the same as a default template was overwritten with the default template.



Retroactive Changes

Description Retroactive changes are changes entered after the effective date. When you run a point-in-time report, you can choose to include retroactive changes on data you include in the report. This option is available only when the report date is in the past.

Without retroactive changes, you see only the data that had been entered up through the report date.

The following table describes the possible impact of this option on your report results:

Include Retroactive Changes?

Impact

Yes (default) Effective-Dated Fields: The report shows data that was “in effect” on the report date you specify, regardless of when the data was actually entered.

Noneffective-Dated Fields: The report shows data that was in the application on the date you generate the report.

No Effective-Dated Fields: The report shows data that is current for the report date you specify; it excludes any data entered after the report date regardless of the effective date.

Noneffective-Dated Fields: The report shows data that was in the application on the report date you specify.

Example 1 On March 2, the following events occur:

Francine Wilkinson notifies you that Mary Jones, who is on record as reporting to Samuel Frost, has been reporting to her as of February 19.

You immediately enter the Reports To change with an effective date of February 19.

On March 11, you need to run a point-in-time report with a February 28 report date that will include the Reports To data for Mary Jones.



Example 1 (cont.)



Example 2 On January 25, the following events occurred:

You enter a salary change for Michael Finnegan effective January 1.

You also enter an address change for Michael Finnegan.

Current Earnings

Enter Earnings Increase

On January 25, you enter a retroactive earnings increase to $45,000, effective January 1.



Original Address

Enter Address Change

On January 25, you also enter Michael Finnegan's address change.



Report Results without Retroactive Changes

Without selecting retroactive changes, Michael Finnegan's original earnings and address display in the report.

Report Results with Retroactive Changes

When you select retroactive changes, Michael Finnegan's updated earnings and address display in the report.



Explore: Tools and Methods for Manipulating Data

Tools and Descriptions


Reports List

Reports Link Displays a list of analytical reports

Separate Report Splits the report into separate tables: one for each item in the first column

Remove Removes a field from the report

Add to Row Header

Adds a column to the report for the selected field and displays the field name in the header row. Not all fields can be represented in a column; the tool does not display for such fields.

Add Field as a Row Adds a row to the report for the selected field

Filter Data Allows you to build a report that includes records with certain values in a particular column. For example, employees from a specific home department or those with a specific job title can display in your report. You can filter in fields that you display in the report or those you choose not to display. For example, you can filter by home department and select the Sales department, and then choose not to display the Home Department field in the report.

Move Data to the Left

Allows you to reorder the columns in your report, which affects elements such as subtotals, graphs, and separations. In addition, you can click the Headers link at the top of the report to reorder columns.

Sort Descending Sorts the contents of the report in descending (largest to smallest) order

Sort Ascending Sorts the contents of the report in ascending (smallest to largest) order

Sum Displays subtotals for the selected information

Headers link Displays a page on which you can select multiple options such as

fields to display, filters and totals, and column order

Metrics link Displays a page on which you can select numeric data to display such

as headcount, per-pay deductions, or any other numeric summaries or data that are available for the report



Tools and Descriptions (cont.)


Metrics Filter

(the magnifying glass)

Displays a page on which you can build algorithms to filter data by using operators such as Is Greater Than, Is Between, and Is Among Top (%)



Exporting an Analytical Report Job Aid

Overview After running and manipulating an analytical report, you can export the data to save the results, to add additional manipulation, and/or to share the results with others.

Scenario Your ADP representative completed your salary structure setup. You would like to run a report that displays the salary structure so you can confirm the setup. You would also like to save the results to Excel so you can share it with your implementation project team.

Instructions

Step Action

1 View the analytical report that you need.

2 Click Export Data.

3 Select Query Results with Column Headers.

4 In the Columns field, select the columns that you want to include.

5 Click Export and then click Save.

6 Select the location where you want to save the report.

7 Name your report.

8 Click Save and then click Open.



Explore: Export Data

Fields and Descriptions

Field Description

Select Data Source Select from the following data source options:

Data Source Description

Report The report format provides an Excel-readable file with contents identical to those in the currently displayed report. The report displays the data specified by the filter values you selected, as well as subtotals or totals.

Query Results Any filter options you selected are applied to the report. The report is exported to an Excel-readable file without column headings, subtotals, or totals.

Query Results with Column Headers

Any filter options you selected are applied to the report. The report is exported to an Excel-readable file with column heading labels but no subtotals or totals.

Export To Select from the following options:

Excel

Word (Note: You must have the conversion filter installed.)

Browser (as plain text)

Export Format Select from the following options:

Excel

Delimited

Fixed Length

XML

HTML



Explore: Export PDF

Overview When you export a report to a PDF file, the resulting file is similar to an image. You can view the data, but you cannot manipulate it.

Fields and Descriptions The following table describes the fields that you use when exporting an analytical report:

Field Description

Page Size The list provides a choice of three paper sizes:

Letter (8.5 x 11 inches)

Legal (8.5 x 14 inches)

A4 (21 x 30 cm - European size)

To specify a custom paper size, change the width, height, and unit of measure.

Width and Height Enter the width and height of the paper.

Measuring units Select a unit of measure for the width and height: inches (inch), centimeters (cm), or points (point).

Page Margins Enter the size of the margins for the left, right, top, and bottom of the page.



Fields and Descriptions (cont.)

Field Description

Page Orientation Select either Portrait or Landscape.

Page Header/Footer Enter a page header and footer, if desired. Headers or footers may include text or any of the following codes:

Code Description

$date The date the PDF was generated

$page The page number

$time The time the PDF was generated

$title The name of the report

$total The total number of pages in the report

Color Select Black & White or Color.

Repeat Row/Column Headers on All Pages

Select whether to repeat row and column header labels on each page of multiple-page documents.

Note: This option displays only when the report is two or more pages.

Scale Factor Select whether to scale the file and if so, indicate a scale percentage.

Start New Page for Each Value of the Left-Most Column "Company"

Select this option if you want to start a new page for each value in the left-most column (the sort column).

Banner Text and Font Size Enter a descriptive label and select a font size for the banner to display below the page header, if applicable.

Download to PDF File Enter a name for the PDF.

Important Information The tool that enables you to view PDF files is Adobe Reader. Before trying to view any reports exported to PDF, verify that you have Adobe Reader installed on your computer. When you click Export, Adobe Reader opens and displays your report. Click your browser’s Back button to return to the Analytical Reports page.

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