You can always edit the settings of a personalized report and then save the report with the same name. You can also use one of your own reports as a template to create a similar report with slightly different settings.

To edit a report that appears in your My Reports list:

1. From the Reports menu, select Time & Attendance Reports.

   Note: If the Time & Attendance Reports option is not visible, make sure that you have selected Practitioner in the Role Selector.

2. In the My Reports section, click the button to the left of the report you want to edit. The Edit Report screen opens and displays the current settings for the report.

3. Review the settings and make any needed changes. The table below provides general information about the fields and settings that appear most commonly on the Edit Report page.

   Note: The fields and settings described in the table below will not apply to every report type. If the field being described does not appear on the Edit Report screen, simply skip to the next row of the table.

   Name	Edit the name of your report as appropriate. Notes: The name you enter in this field is displayed in the My Reports section of the Reports page. You will specify whether the edited name is a new name for the old report, or the name of a completely new report when you save the report (see below).
   Report Title	Edit the title of the report so that it appears exactly as you want it to appear in the header (and on the title page, if you choose to have one) of the report.
   Description	Edit the description of the report to reflect the edits to the report. Tip: If the report will be for a specific time period or will be filtered in some way, it is helpful to indicate this in the description, since the description also appears in the My Reports list. The description can help you distinguish two similar reports (for example, two versions of the same basic report that differ only in their time frame or employee filtering.)
   Print Options	Allows you to specify print options for the report: Include Cover Sheet: Select this check box if you want the PDF version of your report to include a cover sheet that describes exactly which filters were applied to create the report. Print in Landscape: Select this check box to print the report in Landscape orientation. Print using Best Fit: Select this check box to allow the Time & Attendance module to determine if the report fits the page better using Portrait or Landscape orientation.
   Time Frame	Click the and select from the list of options the time period for which you want data to be displayed. Notes: If you select the Define at Runtime option, you will be prompted to enter a "from" and "to" date each time you attempt to view or download the report. See Specifying a Time Frame at Runtime. The Time Frame menu is not available for all reports.
   Available Fields / Selected Fields	Use the and buttons to move fields from the Available Fields box to the Selected Fields box and/or from the Selected Fields box to the Available Fields box until only the fields that you want to appear in the report are listed in the Selected Fields box. Then use the and buttons to adjust the order in which the selected fields should appear on the report. Notes: To move a field, highlight it (by clicking it) and then click the appropriate arrow button (     or ). Although you can only select and move one field at a time when you are using the and buttons, you can select and move multiple fields with the and buttons. To select multiple fields, hold the Ctrl button down while you click on each field you want to move. Be careful to observe the maximum number of fields that can be selected, which is indicated above the Available Fields box. Each report has a set number of fixed fields that are included in every report, in addition to the optional fields you select. The available fields vary according to the report type. Some reports have no optional fields, so these boxes will not be available.
   Employee Status	Allows you to select the employees who are included in a report based on employment status. You can select one of the following options: - All current employees: This is the default setting for all reports. This setting includes employees with a status of Active, Inactive, and Scheduled for Termination. Only employees who currently have one of these status types are included in the report. (Note that employees are considered current even when they have a status of Inactive or Scheduled for Termination.) - All employees: This setting includes all employees in your company, regardless of the status. - Include only employees who are: This setting allows you to individually select one or more status types. Only employees who currently have the status types that you select are included in the report. The available status types are Active, Inactive, Scheduled for Termination, and Terminated. Note: If you generate a report using the All current employees setting and you select a time frame in the past, employees who currently have a status of Terminated will not be included in the report, even if their status was Active during the selected time frame. In order to include employees who are now terminated but were active during the selected time frame, you must select either the All employees setting or the Include only employees who are setting with at least the Terminated check box selected.

    

4. If you want to narrow the scope of the report, click the in the Create a New Filter - Select Field box and select the category for which you want to create a filter.

   Note: If you have set your preferences in the Timecard Manager to display either the Rate Modifier or Shift Override field, you may be able to display the data from these fields in the following reports: Timecard Report, Timecard Report with Notes, Timecard with Payroll Report, or Timecard Exception Report. (Contact your practitioner to find out if your company is configured to display this data in reports) If you want to filter the data from these fields, select Rate Modifier or Shift Override from the Create a New Filter - Select Field box and then go to step 5.

5. If a Qualifier drop-down and a Value field appear to the right of the filter field you have selected, use them to specify the criteria for your filter.

   Note: The filter selection fields vary by filter type and are designed to be self-explanatory. Consult the following general guidelines if you need help.

   • Some filter types do not allow the definition of additional settings. For example, Adjustments Only or Terminated Employees Only require no further specification, so no Qualifier and Value choices will appear if you select one of these filters. In such cases, skip to the next step.

   • The Qualifier drop-down menu allows you to select one option from a menu of functions in order to create a formula by which the report records can be filtered. To select a qualifier, click the and select an option from the drop-down list. The available qualifiers vary according to the filter type you select. Some common choices on the Qualifier menu are Equals, Not Equal, Begins With, and the symbols indicating Less Than (<), Less Than or Equal To (<=), Greater Than (>), and Greater Than or Equal To (>=).

   • The Value field functions differently depending on the type of filter you have selected. If the filter category has a small number of options that do not change often, they may be listed in the Selected Value field. To select the values you need to complete your formula, simply click each value in the list. To select more than one item from the list, hold down the Ctrl key while you make your selections. Remember that if you selected Not Equal To from the Qualifier menu, you are selecting the items that you want to be excluded from your report. (Use Equals as the qualifier if you want to specify which records should be included.)

   • If the Value field can be set to one or more values that are drawn from another list or data source within the Time & Attendance module, the Values field will be a multiple-selection lookup box labeled Selected Values. Click the button to open a lookup window and select one or more items to add to the values already displayed in the Selected Values box. Use the button to remove items from the list in the Selected Values box.

   • If the filter category is based on a date, the Value field will be a simple Enter Value text box. Either manually enter the appropriate date for your formula or click the button to select the date from a calendar lookup window.

   • If the Value field can only be set to a single option, such as True or False, these options will appear in a drop-down menu. Click the and select the desired option from the drop-down list.

   • If the Value field requires a text entry, simply type the appropriate value in the Enter Value text box. For example, if you selected Last Name as the filter category, and Begins With as the qualifier, enter the appropriate letter or letters in the text entry field to select only the subset of employees whose last names start with the letter(s). The filter is not case-sensitive.

6. After you have made selections in all of the available filter definition fields, click the Add Filter button to add the filter.

   The page will refresh and the new filter will appear in the New Filters (not yet saved) section of the Edit Reports page.

   Note: The filter settings are not saved until you save the entire report.

7. If you want to create another filter for this report, repeat steps 4-6.

   Tip: You can delete a filter from the report by clicking the button next to the appropriate filter in the New Filters (not yet saved) or Current Filters for this Report sections of the Edit Report page.

8. When you have edited all of the report settings and created all of the filters you want to apply, select the appropriate button at the bottom of the page to save and/or preview your new, customized report. The effect of each button is described below.

   Save	Saves the report with the name, title, description, settings, and filters as you have edited them. Note: Using the Save button in this situation saves the report in place of the old report, even if you have changed the name of the report. For example, if you edit the name of the existing report named Report 1 to Report 2 and then click the Save button, your My Reports list will list only Report 2. If you want to create a copy of the old report with a new name, edit the name field and use the Save As button.
   Save As	Save the report with the name, title, description, settings, and filters as you have edited them. Note: You must have changed the report name for the Save As function to work. If you have not changed the report name, you will receive an error message and the Name field will be highlighted. Change the name and click Save As again.
   Preview	Runs the report with your new settings and displays the results, in PDF format, in a new browser window. This allows you to preview the report so that you can make further adjustments to your settings, if necessary, before saving the report settings. Notes: To view a report in this manner, you must have Adobe Acrobat Reader or Adobe Acrobat installed on your machine. If you do not have one of these programs installed, click Save or Save As to save your report, then return to the Reports page and use the Get Acrobat Reader button near the bottom of the page to download a free copy of Acrobat Reader. You can print the PDF report by clicking your browser's Print button or selecting File -> Print from the browser's menu bar. You can save the PDF report by clicking your browser's Save a Copy button or selecting File -> Save As from the browser's menu bar. Using the Preview button does not save your report settings. If the report looks satisfactory and you want to save the settings, close the browser window displaying the PDF report and then click the Save button on the Edit Reports page.
   Save and Preview	Saves the report with the name, title, description, settings, and filters you have specified and then runs the report and displays the result, in PDF format, in a new browser window. Notes: To view a report in this manner, you must have Adobe Acrobat Reader or Adobe Acrobat installed on your machine. If you do not have one of these programs installed, click Save or Save As to save your report, then return to the Reports page and use the Get Acrobat Reader button near the bottom of the page to download a free copy of Acrobat Reader. You can print the PDF report by clicking your browser's Print button or selecting File -> Print. You can save the PDF report by clicking your browser's Save a Copy button or selecting File -> Save As.