Last modified by: Kevin Zimmer -
Active Employees by Department
What: Know who and how many employees are working in each department.
Base Report: Employee Details
1.Launch Report
Launch the report Employee Details. Leave the employee filter set to all employees and click submit.
2. Layout
- Click Layout to hide columns which we are not needed in this report.
- Uncheck the following columns:
- Legal Name
- Hours Classification
- Job Classification
- Union
- Contracted Hours
- SIN
- Birth Date
- Federal TD 1
- Provincial TD 1
- RP Account
- Click OK.
You can, of course, choose to leave any of the above columns visible for your report.
3. Filter
- Click Filter so we can isolate the Active employees only.
- Use the following settings:
- Filter Column: Status
- Comparison: =
- Value: Active
- Click Add.
- Note that when using the = operator for the Comparison field, the value entered must exactly match (both spelling and format) the criteria you are looking for.
4. Group
- Click Group so we can organize our report by department.
- Use the following settings:
- Grouping Column: Home Dept. Name
- Click Add.
5. Sort
- Use the Sort button to order the employees in each department alphabetically.
- Use the following settings:
- Data Column: Name
- Order Direction: Ascending
- Click Add.
5. Saving
- Scroll down below your table.
- If this report is to be viewed by only the report creator, check off Private Report.
- Click Save As.
- Enter the desired report name in the Custom Report Name field.
- Click Add a Bookmark.
Your report is now saved. Next time you go under the Reports tab of the main menu, your report will appear on the Saved Reports tab table.