Jack Wiebe

Modified on: Tue, 11 Jul, 2023 at 4:16 PM

Report Designer Overview

The Avanti Report Designer enables you to generate detailed reports on your employees.

Figure 1. Report Designer on the Avanti Menu

Reports can include information from the Employee Profile, Earnings, Time & Attendance data, Positions, and many more data sources.
Reports can be filtered to include only matching data, allowing you to focus only on the information you want to report on.
Reports can be printed directly from Avanti or can be exported and used in other applications like Excel or saved as PDF.

Note:

Report Designer is employee-centric, meaning the reports will pertain to the employees. What this means in practice is that each entry in a report will refer to an employee.

Report Designer Menu Items

The Report Designer has 3 menu items within it:

Maintain Report Source Permissions

Here, you can set the access security on each data source used in Report Designer can be modified.

Caution:

Report Designer enables reports to be generated on all data within Avanti. Data sources containing sensitive information should be restricted to only those users that require access.

Report Definitions

From Report Definitions you can create new reports, change existing reports, and delete reports no longer needed.

Print Reports

Existing report definitions can be printed or saved in various formats including: Excel, PDF, and plaintext.

Creating a new Report Definition

New Report Definitions can be created from Report Designer > Report Definitions.

There are three ways to create a new Report Definition:

A blank report can be created by pressing Insert at the bottom of the report definition list.
An existing report can be imported using the File > Import function.
An existing report can be duplicated by using copy and paste.

Copy & Paste

Items can be copied by pressing Ctrl+C or selecting Edit > Copy from the menu bar.
The corresponding item can be pasted by pressing Ctrl+V or selecting Edit > Paste from the menu bar.

Printing Reports

Reports can be printed from Report Designer > Print Reports.

The steps to print a report are outlined below.

1	Select the `Report Definition` to print.
2	Select any of the following options: Employee Options. Date Selection. Pay Group Selection. Location Selection.
3	Press `Print Preview` to see a preview of the report before printing it.
4	Press `Print` to send the report to the printer.

No Print Option

If there is no option to Print or Preview Print at the bottom of the Print Reports window, then the print-destination is set to save the report as a file instead of send it to a printer.

To fix this do the following:

Open the Printer Setup tab
Change the Designation option from Save As to Printer.
Verify that the correct printer is selected for the destination printer.
If you'd like to use these selections when printing other reports in Avanti, press Save Settings.

Notes

Employee Options
The Employee Options controls which employees to include in the report. The employees that are selected are further filtered using the Pay Group and Location selection. Effectively this means that an Employee must be selected in the Employee Options and be in a selected Pay Group and be in a selected Location to be included in the report.
All
Choosing all will include all available employees in the selected Pay Groups and Locations.

Range
Allows a range of employees to be selected based on employee numbers.

Print Active
Will include active employees in the report.

Print Inactive
Will include inactive employees in the report.
Date Selection
The Date Selection determines how much data will be included on the report. E.g. if only one month is selected then only data within the selected month will be included on the report.
All
Data from any period of time will be included in the report.

Range
Only data from the given date range will be included in the report.
Pay Group Selection
Pay Group Selection allows you to select one or more Pay Groups to generate a report from. Only data for employees in the selected Pay Groups will be included in the report.
All
Employees from all Pay Groups will be included in the report.

Selected Only the employees within the selected Pay Groups will be included in the report.
Location Selection
Location Selection allows you to select one or more Location Codes: only the data for employees with the selected Location Codes will be included in the report.
All
Employees from all Locations will be included in the report.

Selected
Only the employees from the selected Locations will be included in the report.