CAN I SAVE THE REPORT SO I DO NOT HAVE TO BUILD IT AGAIN?

Create Report Templates: A Time-Saving Strategy

After generating an employee report, you have the option to save it as a template for future use. This innovative feature simplifies the process of recreating similar reports by storing your settings and configurations for easy reuse.

Save a Report Template

Step 1: Generate Initial Report

  • Begin by generating the employee report with the desired parameters, filters, and date ranges.

Step 2: Access Template Option

  • Once the report is displayed at the bottom of the screen, you'll notice an option: ‘Save this report as a template’.

Step 3: Template Name

  • Enter a name for your template. Choose a name that reflects the purpose or content of the report.

Step 4: Create Template

  • Click the "Create New Template" button. This action will save the report's settings as a reusable template.

  • A confirmation pop-up window will indicate ‘Your template has been successfully saved!’ Click the “OK” button to close the pop-up.

Step 5: View Template

  • Scroll to the top of the page and click the “Return to Employee Reports Page”.

  • Under the Division Filter section, a new section will be visible and allow you to use your template using the set parameters.

Use a Saved Template

Step 1: Return to Employee Reports

  • Navigate back to the Employee Reports section.

Step 2: Basic Filters

  • Set the basic parameters based on your reporting needs.

    • Start and End Date: Only employees that have submitted forms within the date range selected will appear on the report.

    • Account Status (dropdown showing All Employees): Filter employees that display on the report by their completion status.

    • Checkbox for Only Employees Who Have E-Verify Case Numbers (where applicable): Select this option if you would like to only run a report on employees where the E-Verify process has begun.

Step 3: Division Selection

  • Choose the relevant division(s) for which you want to generate the report. Hold the Control/Command key to select multiple divisions.

Step 4: Select Template

  • Below the Division Filter section, you'll find your saved templates. Click on the dropdown and choose the template that suits your current reporting requirements.

Step 5: Generate Report

  • Click the "Use this template" button associated with your selected template. The system will automatically generate a new report based on the saved template's settings.

Benefits of Saved Templates

  • Time Efficiency: By using saved templates, you eliminate the need to manually configure report settings each time, saving you valuable time and effort.

  • Consistency: Templates ensure consistency in your reporting practices as the same parameters are applied consistently to similar reports.

  • Tailored Reports: While templates provide a baseline, you can always adjust specific filters or settings to tailor the report to your immediate needs.