Understanding Managers Reports
Managers and their delegates can use the Managers Reports program (P08740), to automate required reporting procedures and save time. Managers can select reports from a preset list to meet frequent reporting requirements. Two reporting approaches are available:
Reports by category
Individual reports
The Category option includes a configured list of reports that can save time. For example, if a manager needs to review a group of payroll reports at the end of each payroll cycle, the Payroll report category can be selected and the system prints all reports in the Payroll category. The reports that are included in each category are defined in the Managers Reports Setup program (P08741). Managers can also select reports within a list and specify the order in which they print to meet specific requirements. You can add to the list of categories by modifying UDC 08/RP. You can also use the Managers Reports Setup program to create Manager Reports versions that include preset lists of reports.
Managers can select and print any of the individual reports, such as Headcount or Phone List, by selecting the report name, reviewing the print destination on the Printer Selection form, and then clicking OK.
The Generate Graphic Org Chart program (P08713W) prints a picture of the organization, starting at the requesting manager's level.
The supplemental data report produces information from the Supplemental Data table (F00092), linked to the Employee Master Information table (F060116). For example, you might want to print a report on skills or competencies for an employee. You can review the supplemental information that is available for this report in the Employee Master program (P0801).
Some reports are designed to run for a specific employee and enable you to pass the address book number of the employee to the report through the report data structure. When a report meets this criteria and the report data structure mapping has been set up in the Managers Reports Setup application, the DS Mapped column will contain a Yes. When you run a report that has the data structure mapped, the report will be run for the address book number in the Employee field. If the Employee field is blank, the report will be run for the address book number in the Manager field.
You can also create and name your own custom list of report that contains a selection or reports from multiple categories. You can then recall this list and submit the entire list or individual reports on the list.