Summary

The Designer Reports option allows you to run reports from the Employees grid or an employee’s record. This timesaving functionality allows you to access the report options without leaving the grid or record.

Procedure

To set up designer reports you need to:

• Create a report group.
• Attach or model reports to the report group.
• Attach the report group to a security profile.

This example explains how to create a designer report group and attach it to the security profile in your user profile.

Create report group

1. In the PayGlobal Tree, navigate to Reports | Report Groups.
2. Press Insert to see the Add Report Groups | Reports tab.
3. Type a Code and a Description, for example REPTDESIGN - Reports from Employees Entity.
4. Click Save.

Attach reports to report group

On the Report Groups | Reports tab, click Edit.

1. Click the main white area of the Reports tab. Press Insert.
2. Click the Report Definition Code pick list button.

   The Select Report Definitions window appears.

   Note: In the Report Definitions table, designer reports have Report type = RTM, and standard (hard-coded) reports have Report type = DLL.

3. Click the Description header to sort reports in ascending order.
4. Click the first report description in the list, such as A4 Designer Payslip.
5. Type the name of the report that you want to add to the report group (such as Employee History Report) to select it. Click Select.
6. On the Add Report Group Reports | Details tab, press Tab to auto-populate the remaining fields.
7. Click Save + Close to return to the Edit Report Groups | Reports tab.

   To add other reports to the report group, press Insert and repeat steps 2 - 7.

8. On the Reports tab, click Save + Close to return to the Report Groups window.

Model reports to report group

You can model reports from an existing report group to your new report group.

1. In the Report Groups grid, double-click a report group, such as Primary Reports.
2. Click Edit.
3. Right-click the report that you want to model, such as Direct Credit Schedule.
4. Click Model Record.

   The Select Report Groups window appears.

5. Click the check box for your new report group, such as REPTDESIGN.
6. Click OK to return to the Reports tab.
7. Press Esc twice to return to the Report Groups grid.

Attach report group to security profile

Now you need to attach the report group to the security profile in your user profile.

In the main PayGlobal Tree, navigate to Administration | Security | User Profiles.

Important: Access to the Administration folder will depend on your security rights. If you cannot access the Administration folder, then see your manager.

1. In the User Profiles grid, double-click a User Profile Code, such as SUPER.

   The View User Profiles | Details tab appears.

2. Click in the Security Profile field to switch to Edit mode, then press Ctrl + Enter.

   The View Security Profiles | Menu tab appears. Click Edit.

3. In the Menu tab, click Employees in the PayGlobal Tree to select it.
4. Click the Report Group pick list button to see the Select Report Groups list.
5. Click the report group that you require, such as REPTDESIGN. Click Select.
6. Click Save + Close to return to the Edit User Profiles | Details tab.
7. Click Save + Close to return to the User Profiles grid.

   Exit PayGlobal and log on again to activate the changes to your user profile.

8. Right-click the Employees grid or a tab page in an employee’s record to see the menu.
9. Click Designer Reports to see the sub-menu.

   The sub-menu lists only the designer reports in the custom report group that you attached to your user profile. It does not list any standard (hard-coded) reports.

   • If your custom report group contains only standard reports, then nothing is displayed.
   • If your custom report group contains an existing report group, then only the designer reports in that group are displayed.