The Report Viewer

When you run a report, the Report Viewer will be displayed. The Report Viewer has its own set of commands to let you:

View, filter, sort and display data.
Modify the report settings to display only data that meet your criteria or to change the report appearance. For certain types of reports, you can change the date range to display only data that falls within your selected date range, change the filter settings to include or exclude data that meet your criteria, or change the sort settings to sort display data by the specified columns.
Modify the report header and footer settings to different fonts or to hide/show certain information in the header and footer of the report.
Save the report with your customized settings so it can be recalled and run later.
Print the entire report or selected pages from the report to a printer.
Export the report to a disk file in one of several selectable formats including Excel, PDF, and RTF.

The user interface for the Report Viewer screen consists of the following elements::

The menu bar
The serach box
The report document map

Each of these controls modifies how the report is displayed in the Report Viewer.

Tip: Some reports have blue links that you can click on to drill-down for more information about a data record. These links allow you to edit data records such as employees, locations, to-do items, punch records, time off requests, or shift trades, all from the Report Viewer.

The Toolbar

The tool bar presents several easy-to-use commands for viewing and formatting report contents. These commands are organized into task-specific groups of buttons. The size of these buttons in each group changes depending on the width of the Report Viewer. Each button is listed and described below.

Note: Inactive commands are shown in a grayed out, disabled state.

Icon	Command Name	Description
	Run report	Runs the report.
	Set report data range	Allows you to set the start and end dates of the report from either a predefined or a custom date range. If a custom range is used, then you can either manually type in the start/end dates or click on the calendar buttons to specify the start/end dates from a calendar.
	Sort data based on your criteria	Allows you to sort report data by up to five data types in either ascending or descending order. The sort specification will then display in the report header. If a report contains groups, the groups are sorted in ascending order and cannot be sorted otherwise. You can only sort the entries within each group.
	Set filters to show only the data that match your criteria	Allows you to filter on the data in the report.
	Report options	Allows you to configure additional report options for the report. Not every report provides you with the same options to configure.
	Configure header/footer	Allows you to change the content and appearance of the report header and footer.
	Go to first Page	Goes to the first page of the report.
	Go to previous page	Goes to the previous page of the report.
Select Page	Select page to display	Goes to the specified page number of the report.
	Go to next page	Goes to the next page of the report.
	Go to last page	Goes to the last page of the report.
	Zoom in	Increases the size of the displayed report.
	Zoom out	Decreases the size of the displayed report.
	Export report to popular file formats	Allows you to export the report to a file which you can store on your computer. You can choose to export the report as a PDF, RTF, Excel, CSV, HTML, XPS, or XLSX file.
	Print report	Allows you to print the report directly from your web browser.
	Save this report with its settings so you can recall and run it at a later time	Allows you to save the report, including its settings, in the Saved Reports list. You will be prompted to enter a name for your report so that finding the report once it is saved is easier for you. If the name you input already exists, you can either overwrite (replace) the previous report with the new report or change the name of the new report.

Tip: If you choose to specify a custom date while setting the report's date range, the date selection options that appear allow you to set a predefined date range, or input your own custom dates for Start Date and End Date.

The Search Box

The report text finder allows you to input and search for strings of text in the report. One of the results of your search, if any, will be highlighted in mint green. You can cycle through the rest of your results to change which result is highlighted.

To search for text in the report:

Type your desired text into the Search for text box.
Click either Find or Next to search for your desired text. If any results were found, the first result will be highlighted.

Note: The text that you input can include spaces and does not have to be case-sensitive.

To cycle through search results:

Make sure that one result is already highlighted.
Click Next to highlight the next result. The next result will be lower on the report. If the next result is highlighted above the currently highlighted result, you have reached the end of the report and the next result becomes the first result in the report.
Click Prev to highlight the previous result. The previous result will be higher on the report. If the previous result is highlighted below the currently highlighted result, you have reached the beginning of the report and the previous result becomes the last result in the report.

Note: You cannot cycle between results if only one result or no results were returned.

The Document Map

The document map simplifies navigation around the report. Not every report includes a document map, but the reports that do have one are organized by employee, location, date, or task. In the document map, you can:

Click on an item in the list to display the location of the item in the report.
Minimize and maximize the lists contained in the document map.