Understanding Manager Reports setup

Managers and their delegates can use the Managers Reports program (P08740), to automate required reporting procedures and save time. System administrators use the Managers Reports Setup program (P08741) to set up the reports that are run in the Managers Reports program.

The Managers Reports Setup program includes a list of categories that are defined in UDC 08/RP. You can modify this list to meet organizational needs and then attach reports to each category as desired. To automatically run a category of reports from the Managers Reports program, managers can create a user defined list that contains all or some of the reports in a particular category. The list can even contains reports from multiple categories. Once the list is created, the manager can submit the entire list. Managers retain the option of changing the sequence in which the system runs a list of reports and can also run individual reports instead of an entire list.

You can also set up report versions in the Managers Reports Setup program. Creating report versions allows you to set up lists of reports to meet a wide range of needs. You could create a different version for each category.

The Manage Reports process has been designed to take advantage or reports that can be run for a particular employee and have the employee's Address Number in the report data structure. When adding reports that fit this criteria to a report category, press the Map Report Data Structure row exit. This enables you to map a data item from the Employee Master to the data items in the report data structure. To run a report for a specific employee you would want to map AN8 from F060116 to the Address Number field in the report data structure.