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Generate Grid Report

Summary

A Grid report is a report generated from any entity or makeup table. This reporting option allows you to print a report of the data as it is currently displayed in the Grid.

The following flowchart details the steps involved in generating a PayGlobal Grid report.

Report Options

Pressing Ctrl+G from any Grid opens the Report Options form.

Title:

Type in a relevant title for your report. This will be the description of your report in the Inbox and will also be displayed at the top of your report.

Orientation:

This will default to Landscape, but it is possible to run a report (depending on the number of columns) as Portrait.

Page Breaks:

Information displayed here will depend on your report groupings. It is possible to show groupings of information on a separate page if required.

Show Totals for:

Information displayed here will depend on your groupings. Tick the check box beside a grouping (if one has been applied), to show totals for each grouping. Tick the Summary check box to calculate a grand total.

This must be linked to the Total Type by Column area.

Total Type by Column:

Information displayed here will depend on the fields you have selected for inclusion in the report. Click on the Type cell beside a field and a combo box will appear to enable you to select a total method.

  • Sum

    Adds totals together. Used for fields such as liability totals.

  • Average

    Adds totals together, then divides by the number of instances. For example, it will calculate the sum of the total liability and then divide by the number of employees being reported on.

  • Count

    Adds the number of instances, for example the number of employees being reported on.

Destination:

This window shows where the report will be generated, which defaults to your Inbox. Click Edit to display Report Destination options.

Report Splitting tab page

See Report Splitting.

See also

Grid Reporting

Grid Reporting - Sorting or Grouping

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