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Table of Contents

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titleHow to run a report

If you know where the report is published, you can browse to it using the section tabs at the left, then the folder structure:

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Alternatively, if you know the name of the report, you can start typing it in the 'Search' box in the top right.  As soon as you see the result you can click on it to run:

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The report should refresh the data immediately upon opening.  You can manually refresh it using the blue 'Search' button.

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If you'd like to export the results, click on the 'Export button at the bottom.  You'll be presented with a few options:

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  • 'Browser [.xlsx]' will save the results in an 'Excelerator' report.  This is the most common and will let you work with the results in Excel.
  • 'Default [.pdf]' will save the results in a PDF file, for viewing the results read-only.
  • 'Default [.docx]' will save the results in a Microsoft Word file.
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Report TitleDescription
Intended AudiencePath
HR/Payroll

My Employees

Displays employees reporting to the user running the report.  Contains some employment details, like start/end date, pay step, FTE% and status.
ManagersReports/Global Reports/Manager Reports/

My Employees Vacation and Leave Balances

Displays current balances for employees reporting to the user running the report.  Contains Vacation, Sick and Overtime banks as well as the PPWC 2% Vacation in lieu bank.
Managers

My Employees Vacation Balance History

Detailed review by employee of vacation balances and activity by pay period.

Employments by Dean/Director

Overview of employments according to cost centre so a Dean/Director can see the department/school's employees.
My Employees by SupervisorDetailed listing of employees by Supervisor, the position (or employment) number, employment start and end dates, employment status, FTE%, and Pay Step. 
My Employees with Cost DistributionsDisplays all Employees by Supervisor with cost distributions, if applicable. The employment and cost distribution dates will also be displayed. 
Finance/Budget

Budget Analysis Report

Synopsis of cost centre activity with the ability to see individual work order transactions compared to budget.
Budget to ActualDisplays total income/expense by account for one work order. The current YTD amount is compared against the budget for the fiscal period and the report provides a budget remaining amount.

Modeler

Complete org structure, defining the department work orders and work order managers.

Work Order Transaction Detail

Detailed review of all transactions relating to a single work order.
Purchasing

My Requisition Approval History

Review of purchase approvals.






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Reports/Global reports/Manager Reports/


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