Summary

Not all reports can be split.

Editing the Destination of split reports opens a Report Destination form similar to the one for the main report.

The difference in the options available is that instead of directly selecting UserProfileCodes, WebUserCodes, file names and e-mail addresses, you must specify the fields in the Location table that contain these values.

Example

You have selected the following options for report splitting:

Entity name: Location

Consolidate by: Managername

If you want to e-mail each location manager a report containing only their own locations:

1. Click the Edit button, below the Destination of split reports field.
2. Click on the E-mail options tab page.
3. Tick the E-mail check box.
4. In Field containing e-mail address: Select 'Manageremail'.

Fields

Filename:

This field is used to identify the name of the report output file. You can use the default filename provided by PayGlobal or you can enter your own file name.

The default filename is a code representing the report you are setting destination/format details for.

When splitting reports it is often necessary to have a unique filename for each split report. Refer to the Auto-generating report filenames section on this page for more details

Field containing filename override:

When splitting reports, this field is compulsory. This field helps you to uniquely identify split reports.

Only fields relating to the Entity you select on the Report Splitting tab can be selected.

For PayGlobal to create a unique report filename using this field you need to add asterisks to the Filename field.

Auto-generating report filenames

You can get PayGlobal to automatically generate customised file names by entering a character string into the Filename field. For example:

*****_reportname_%yyyymmdd

• The asterisks (****) tell PayGlobal to look at the field containing the filename override field. PayGlobal uses the entity record for this section of the filename.
• “_reportname_” is the title that a user wishes to identify the report as.
• The percentage sign (%) tells PayGlobal to convert the following characters to calendar values.

For example:
If employee 1000 was to receive a payslip that is generated on 31 May 2009 and the payslip report is split by employee with a file name of “****_PaySlip_%yyyymmdd”, the resulting report filename would appear as 1000_PaySlip_20090531

Important: When sending reports to Document Management the filenames must be unique, or files with the same name will be overwritten. Confirm that you have entered the appropriate number of asterisks in the Filename field.