Employee List General Tab

Use the General tab to select report options for the Employee List report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Only include employees with missing timesheets Select this option to generate a list of employees for whom no timesheet transactions exist in Transaction Entry. After you select this option, the Timesheets grid is enabled. From this grid, you must select one or more timesheet files to include when generating the Employee List report. Select timesheet files as follows:
  • To select a single timesheet entry file, click it.
  • To select multiple files in consecutive rows, hold down SHIFT while you click the first file and last file in the group.
  • To select multiple files that are not in consecutive rows, hold down CTRL while you click each of the files.

When you generate the report with this option listed, the title of the report is changed to Missing Timesheets.

Grid Type From the drop-down list, select the type of data for which you want to show additional columns.

The available sorting and grouping criteria vary based on the entry in Grid Type. For example, contact-related criteria are available if you select Contacts, while opportunity-related criteria are available if you select Opportunities.

Only List <Grid Type> That Match Selections Select this option to filter the report based on the options that you selected in the Grid Type field and the Selection field of the Reports grid, from the Reporting application. If you are printing the report from the Info Center application, the report will be filtered based on the Grid Type field and the open or selected record.