You can edit the settings of the report and then save it as a new report in the My Reports list on the main reports page. The original report and the default settings remain unchanged.

  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. Under the Report Categories section, click the Administrator Reports link. The Administrator Reports page opens.

  3. Click the Edit Report button next to the Total Paid Hours Summary Report. The Edit Report page opens.

  4. In the Name field, edit the name of your report.

  5. In the Report Title field, edit the title of the report so that it displays exactly as you want it to appear in the header and on the title page, if you choose to have one.

  6. In the Description field, edit the description of the report to reflect the edits to the report.

  7. In the Print Options field, select the appropriate options:

To

Then Select

Include a cover sheet

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.

Select the page orientation

 Select one of the following:

  • Print in Landscape: Select this check box to print the report in Landscape orientation.

  • Print Using Best Fit: Select this option if you want the system to automatically determine the best orientation (Portrait or Landscape), depending on the number of fields to be displayed on the report.

  1. In the Time Frame field, select the time period for which you want data to be displayed. The default time frame is Current Pay Period.

Note: If you select the Define at Runtime option, you will be prompted to enter a From Date and a To Date each time you attempt to view or download the report.

  1. In the Select Up to 2 Fields To Be Displayed On The Report section, use the left and right arrows to move fields from the Available box to the Selected box.

  2. In the Employee Status section, select the employees who are included based on employment status. Select one of the following:

  1. In the Report Options section, select the appropriate options:

Note: Projected schedule hours will automatically be included for future dates.

  1. In the Total Paid Hours Thresholds section, select one of the following options.

Select This Option

To

Total Paid Hours

Indicate the total paid hours threshold. This is calculated using hours recorded for paid earnings codes for the reporting period.

Average Total Paid Hours Thresholds

Indicate the average total paid hours thresholds. This is calculated using hours recorded for paid earnings codes for the reporting period.

Note: Average Total Paid Hours calculations will be based on whole weeks and whole months within the selected time frame. For example, if the Start Date of the Month option is set to 3, all paid hours for the first and second day of the month will not be included in the calculation.

Average Weekly Total Paid Hours: Select the number that indicates the average weekly total paid hours. The default is based on your client preferences.

Average Monthly Total Paid Hours: Select the number that indicates the average monthly total paid hours. The default is based on your client preferences.

  1. In the Select Earnings Codes That Count Towards Paid Hours section, select the earnings code that count toward total paid hours.

  2. If you want to narrow the scope of the report, in the Create a New Filter - Select Field field, select the category for the filter.

  3. When you have selected your report settings, click the appropriate button at the bottom of the page to save and/or preview your new customized report: