View a summary report Skip Navigation

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.
  1. In the navigation bar, click
    Personnel Reports
  2. On the
    Personnel Reports
    screen, find the report that you want to create.
  3. Click the corresponding
    The screen refreshes and displays a summary of the relevant data.
    Authorized users can configure the list of categories that appears on the screen.
  4. Optionally, on the Summary screen, do any of the following:
    • Click
      to print a copy of the report.
    • Click
      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 Drop down list button to select a different report. Click
      Run report
      to view it.