Generating a Report with a Template

This page provides generic instructions on generating an ExponentHR report using a pre-existing template. (You may view the Help page devoted to each specific report for more information about the specific fields in the report.)

You can select from three different kinds of templates to help build a report:

 

To run any report using a pre-existing template:

1.   On the Menu, access the section of ExponentHR in which you want to view reports.  

A report types page will display listing all reports in the section of ExponentHR you selected.

2.   Click the name of the report you would like to view.

The report generation page displays.

3.   Select a template from the Stored Templates drop-down box.

The report fields are automatically completed with the settings saved in the template.

Note: The list of Stored Templates contains Personal Templates you have created, while the Global Templates (at the bottom of the list) are ones that other employees have created and have made available for global use.

4.   To add custom employee fields from a Quick List template you have already stored, select the template from the QuickList Templates drop-down box.

The fields you set up in the selected QuickList template will appear when you run the report.

Note: This option is not available in all reports.

5.   Make any additional adjustments to report fields as necessary.

6.   Click the Generate Report button.

Result: The report you selected displays in a new window with the options you selected.

Notes:

 

Related Help Topics:

Generating a Report

Creating a Report Template (Saving a Report as a Template)

Creating a QuickList Report Template (Saving a Report as a Template)