NextGen | Report Features

NextGen | Report Features

About

This article explores how to schedule a report, identify a favourite report and how to indicate your own favourite reports.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Reports Features for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.

Scheduling Reports


Select a report from any category heading to reach the Report Parameters Screen.

Select this field to schedule a report.

An Extract of the Report Parameters Screen


Benefit 1
Selecting this option, will save the report parameters in the scheduled report.  Thereafter, the report can be extracted from the Scheduled Reports-Link.

The Reports Screen

Benefit 2
Scheduled reports will be automatically e-mailed to you on the pay date when the run is closed.  These reports will be zipped, and password protected.  To view the pay date of a run, access the Payslip Pay Date Screen.
Benefit 3
The e-mailed reports will be saved in the Archived Reports-Link to enable you to obtain the original report.

The Reports Screen

Tips
  1. Scheduled reports are set-up per user profile.
  2. If you close an Open Run manually, the scheduled reports will no longer be e-mailed or saved automatically in the Archived Reports-Link, unless you select the option, send out payslips and reports on pay day, on the Payslip Pay Date Screen.  Please refer to this article for more information: REPLACE
  3. Reports that require a date range, cannot be scheduled e.g. the Component Variance Report.

Example: Scheduling Reports

In this example, the Company Level User decides to schedule the Payroll Reconciliation Report for the Acting Department.

An Extract of the Payroll Reconciliation Parameter Screen



The Report Screen



The Scheduled Reports Screen


The Reports Screen



The Archived Reports Screen


Favourite Report Flag

The Favourite Report Flag indicates reports that existing users access most. This feature may help you to quickly determine which reports might be helpful.

The Reports Screen: Favourite Report Flag


Indicate Favourites

This option enables you to mark reports as favourites.  Once you have indicated the favourite reports, only the Favourite Reports will display when you return to this screen.

The Reports Screen: Indicate Favourites



The Reports Screen: Indicate Favourites (Continued)



The Reports Screen: Indicate Favourites (Continued)


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