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 ColumnStatus
        • 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 ColumnHome Dept. Name
      • Click Add.


5. Sort

      • Use the Sort button to order the employees in each department alphabetically.
      • Use the following settings:
        • Data ColumnName
        • 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.


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