Summary

Use the following procedure to change the way a table is joined into a report.

Before you make any changes, make a note of the names of the fields you want to include and the table that they are in.

Important: If you are editing a PayGlobal standard report, then model the existing report and edit the copy of the report (see Modelling an Existing Report).

Exercise 3

In this exercise, you will edit the Dim1 join type in the TTLEAV001 - Annual Leave Accrued Units(ii) report.

You are on the View Report Groups | Leave Reports window.

1. Right-click TTLEAV001 - Annual Leave Accrued Units(ii).
2. Select Edit Report Definition from the menu.
3. Click the Data tab.
4. Click the Table icon on the data pipeline.

   The Query Designer window appears.

5. Click the Dim1 table in the Selected Tables section.

   An ellipsis button appears beside the join.

   

6. Click the ellipsis button.

   The Join Table window appears.

7. Change the Join Type to Inner.

   The report was using a Left Outer join, so would have returned all employees whether they had the Dim1 field populated in their employee record or not. Now the report will only return results for the employees who have the Dim1 field populated in their employee record.

   

8. Click OK to save the join type.
9. Click OK to save the changes to the data pipeline.
10. Close the PayGlobal Reporting Engine window.

    A Confirm message appears:

    Do you want to save these changes as report "[path]\[report.RTM]"

11. Click Yes.