View a summary report
Summary reports provide a high-level overview of the data in a report without breaking it down into its component parts. Summary reports are useful when it is necessary to make quick assessments about data and the specific details are not as important at the moment.
- In the navigation bar, click Reports > Personnel Reports.
- On the Personnel Reports screen, find the report that you want to create.
- Click the corresponding Summary link. The screen refreshes and displays a summary of the relevant data.Note: Authorized users can configure the list of categories that appears on the screen.
- Optionally, on the Summary screen, do any of the following:
- Click Print to print a copy of the report.
- Click Export to export either a summary or the complete report to a .csv file.
- Click Show Selection Summary to view the criteria used to select which users to include in the report.
- Click View list to open a screen that displays the relevant details for each user included in the report.
- In the Other Views section, click By Organizational Hierarchy to view the report based on the organizational hierarchies of each user.
- In the Other Reports field, click
to select a different report. Click Run report to view it.
- Optionally, for a dynamic hierarchy attribute, click the number in the Count column or a bar in the bar chart to display a corresponding User Tracking Report.