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WFM UK: HR: Running a Report

Fourth Customer Success Portal
  • Updated

How to run a report

  • Select the module from which to extract a report, as there are reports available in all modules on Fourth’s People & Payroll solution depending upon access rights.
 
Fig. 1 - Module drop down
Fig. 1 - Module drop down
 
  • The last drop down in each module is ‘Reports’, select ‘View Reports’.
 
Fig. 2 - Reports drop down
Fig. 2 - Reports drop down
 
  • Each module has differing reports, select the report to run from the list:
 
Fig. 3 - Report options
Fig. 3 - Report options
 
  • For assistance with which report to run hover the mouse over the question mark icon:

 

Fig. 4 - Assistance question mark
Fig. 4 - Assistance question mark
 
  • This will bring up a help section on the far right, detailing what is contained in the report:
 
Fig. 5 - Report Summary
Fig. 5 - Report Summary
 
  • To run the report click on the underlined title:

 

Fig. 6 - Accessing report
Fig. 6 - Accessing report
 
  • Some reports can be viewed on the screen or exported, select either / or:
 
Fig. 7 - Viewing options
Fig. 7 - Viewing options
 
  • Then click ‘Run Report’.

 

Fig. 8 - Run report
Fig. 8 - Run report
 
  • When the on screen version is selected the report will open up in a program called ActiveX, if not installed the system will prompt it to be downloaded for free:

 

Fig. 9 - Active X download
Fig. 9 - Active X download
 
                                                       
                                                                           
  • When the ‘Text File (* csv)’ option is selected the system will prompt for the file to be downloaded:
 
Fig. 11 - Download screen
Fig. 10 - Download screen
 
  • When prompted save the file to the computer:
 
Fig. 12 - Saving files onto your computer
Fig. 12 - Saving files onto your computer
 
  • Some of the reports on Fourth’s People & Payroll solution are available to ‘Export to Excel’, this will appear as a link on the top right hand side of the screen:
 
Fig. 13 - Exporting files
Fig. 13 - Exporting files
 
  • For the ‘Export to Excel’ to work the ‘Search’ button has to be clicked first to return the data:
 
Fig. 14 - Search button

Fig. 14 - Search button
 
  • Once the data appears on the screen click on the ‘Export To Excel’ link.
 
Fig. 15 - Export to excel
Fig. 15 - Export to excel
 
  • When prompted save the file to the computer, which will allow all Excel functions to be used / if ‘Open’ is chosen right click on the mouse to delete columns etc:
 
Fig. 16 - Saving excel files
Fig. 16 - Saving excel files
 
  • At any time leave the report that is being run by clicking the ‘Return to Report List’ link:
 
Fig. 17 - Returning to reports
Fig. 17 - Returning to reports
 

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