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Run a report
refers to:
person selector → reports tab
desktop form → reports tab
vacancies form → reports tab
temp desk form → reports tab
progress form → reports tab
placements form → reports tab
contact events form → reports tab
In order to run a report we need to choose some records beforehand.
This example uses the 'Person List (Basic)' report in the Person selector screen.
- Open the Person selector screen
- Type an 'A' in the Keyname box and click Find, a list of people with surnames beginning with A is displayed.
- Use the search criteria to filter the records by Registration Date, input a date range and click on Search. A list of people who's surname begins with 'A', and who's 'Registration Date' is between the date range is displayed.
- With this list of records, click on the reports tab, scroll down to the report Person List (Basic), highlight it and click Open.
- Certain reports may require you to input parameters, If so prompted, fill in the required information, this may be a Date Range, Consultant, Branch ,Division or other type of entry. When all the required parameters are filled, the report will output onto the screen.
Note A TempDesk report takes it's records from the selected week.
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