WT: Reports

All reports include a user-defined Report Description.

On all reports where there is a Master File Lookup in Category/Records, you can:

• Select All to include all records on the report.
• Select Range to define a range of records for the report. When you select Range, the range fields display.
• Select Pick to define specific records for the report. When you select Pick, the associated list displays. Select the check box next to each to include on the report.
  Pick does not display for Employees.
• Select Create to define your own list of records. When you select Create, a small grid displays to the right. Enter the records you want to include in the list, or use the Lookup to locate the records.
• Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the records you want to exclude in the list, or use the Lookup to locate the records.
• Additional Logic

All Report options screens (with the exception of Date Ranges) have additional logic if you are entering a range of some criteria. The To value will default to the same value as the From value entered.
Date Ranges will still require both the From and To values to be entered.

When filtering using Companies and/or Locations in the Category/Records container, the filtering is based on the Company and Locations for the Employee and not Job. In order to filter by Company and Location by Job, the Tier Template should be used.

The Job Range in the tiered container will default the From value into the To value.

WinTeam has 2 types of Tier Based reports; those with Group and Print options, and those without Group and Print ability.

The Group and Print options on a Tiered Report allow the flexibility as to how you want the information grouped on a report. See Using the Group and Print Options on Tiered Reports

The Tiered reports without the Group and Print options are used to give the flexibility for filtering information based on tiers, but where it doesn’t make sense to have the Group and Print available. The functionality is the same as the normal Tier Template except without the Group and Print ability. The following reports do not include the Group and Print Options for the Tiers.

• HR Report: Compliance Codes By Job
• INV Report: Item Groups
• INV Report: Packing Slips
• INV Report: Requests
• QA Report: Checkpoint Templates
• TB Report: Positions
• TT Report: TeamTime Hours Review
• WS Report: Daily Itinerary

The following Updates also use Tier Based filtering:

• AR: Update Recurring to File
• Update Scheduling to AR Invoices

For more information see Using Tier Pattern Templates.

WinTeam uses Crystal Reports with SQL to enable faster report processing and better use of network resources.

Additional functionality is included to export reports to a variety of formats including:

• Adobe Acrobat (PDF)
• Excel (multiple versions supported: .xls and .xlsx using Excel 97, 2003, 2007, 2010)

Note:  If you do not have Office 2007 (or higher installed), the .xlsx format will NOT work for you until you install the 2007 Office System Driver and reboot your machine. Use this link http://www.microsoft.com/en-us/download/details.aspx?id=23734
to download the AccessDatabaseEngine.exe you need.

Note:  To complete a data only export, you must click the Export button and then save the file in an Excel 97-2003 Data Only (.XLS) or Excel 2007 Data Only (.XLS) format. If you view these formats in the preview, you will see double spacing but when they are exported the spacing is correct.

• Comma Separated Values (.CSV)
• Grid View

The Grid View provides an Excel-like environment for viewing and editing data. It displays the contents of a list or a document library in a grid of rows and columns. Items and columns in the list appear as rows and columns. You can add and edit rows and columns, apply filters and sort orders, display calculated values and totals, and more.

• E-mail - Available for non-ASP clients only. For more information see Exporting Reports using E-mail.
• e-file (electronic file)

Once the actual report displays, you can use the report toolbar for additional functionality. For more information, see Using the WinTeam Report Toolbar.

Note:

In Preview when the value is too large to display on the report field it will display as number signs (###).

You can easily zoom in on a report. You can choose any magnification from 25% to 400%.
To zoom the report, in or out, set the zoom level in the Magnification Factor box found on the report toolbar.

It is helpful to view reports at low magnifications in order to get an overall picture of your report. Views at higher magnification focus attention on the details of the report.

The Date and Time that prints on reports is based on the individual work station’s date and time, not Server time.

Note:   There is no effect on those using a terminal server since the date and time is all determined by the terminal server. But it does work slick for those using Citrix.

The Company Setup screen is used to setup the Description to Print On Reports and the Default Company Name to print on reports (for multi-company databases) when the company number cannot be determined.

WinTeam prints the correct company name and logo information on any page when it can determine the company of the page of the report, otherwise the Default Company Name will print.

On multi-company databases, each report option screen will contain a field titled 'Default Company Name for Report'. It is populated with the selection made on the Company Setup screen. The list contains all companies that the User has Rights for.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

Note:  There is no effect on those using a terminal server since the date and time is all determined by the terminal server. But it does work slick for those using Citrix.

Example:  If a User does not have right to Company #1, but Company #1 is their default, they still won't see any Company #1 details within the report.

As long as the Company level is included somewhere in the Tiered section and is being shown in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.

If there is not a Company identified in the tier area of the page, then the "Default Company Name for Reports" is used. The default Company Name and Logo is also used for the Total Enterprise report.

The default company prints on every page of the report.

When the Group By Company option is selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name.

When the Group By Company option is NOT selected, the default company prints on every page of the report.