To create reports with specific fields, you can use the Ad Hoc Report Creator option. This allows you to select and save the fields you want to include in your report. By doing so, you can easily generate reports that are tailored to your specific needs.
You have the option to create, design, and format any reports using Excel and re-use them.
On the Home page click “Report”.
Click “Report Designer”
Click “Ad Hoc Report Creator” .
Enter “Report Name”
Choose “Report Type” from the drop-down menu.
Select the contents of your report.
Select the “Employee Details” you want to include in your report.
The Employee Details also contain all the standard salary Components as per the current CTC.
Choose the “Pay components” and “Leaves”.
Pay Components include all the actual processed components in the salary.
Select the range (From and to month)
Click “Filtration” to choose additional filters like Department, and Designation. Branch, etc.
Please note that you can choose the fields for filtration based on the fields chosen in the “Employee Details”.
Click “Add.
After adding the required fields, click “Save”.
To re-order the selected fields, click “Save and order”.
Re-order the selected fields using drag and drop.
Under “Result” click View to view the report.
Click Export to download the report.
Open the downloaded file.
In Sheet 2, you can design and format the report using standard Excel functions from data in Sheet 1 as per your requirement.
Save the file.
Click "Choose File".
Click “Upload”
Select the report type as xls, xlsx, or pdf.
You can then generate the report as per the new format uploaded. Based on the period the report will be generated in Sheet 2 of the downloaded file.