Using Managers Reports

Access the Managers Reports form.

To run manager reports:

1. On Managers Reports, complete the Category field and then click Find.

   To list reports in all categories leave this field blank and click Find.

   • List Name

     Enter the name of a report list. You can create multiple report lists, each with a unique name. To copy an existing list, display the list to copy, change the name in the List Name field, and click Save.

   • Category

     Enter the name of a report category. Each report is associated with a category to make creating and maintaining lists of reports easier and to enable you to view or submit just the reports that belong to a particular category.

2. To run the list of reports without modification, click Submit.

3. To run the list of reports in a particular order, select Set Run Sequence from the Form menu.

4. On Manager Reports Sequence, select each row in the order in which you want the reports to run.

5. If you need to restart the sequence numbering, click Find and then select each row in the order in which you want the reports to run.

6. Click OK.

7. To run the reports in the new sequence, on Managers Reports, click

8. To run an individual report from the list, select the report and click the Select button.

9. To select multiple reports or to add reports to your custom list, double-click the button in the first column (or the row header) for the desired report, and then click Submit. This will run all reports with a check mark in the row header column.

10. To run a report for one employee, complete the Employee field:

11. Click Submit.

12. To apply a name to your list of reports, enter a value in the List Name field, and then select Save from the Form menu.