Summary

You can split designer reports and a few hard-coded reports into multiple reports, and then send each split report to a different destination.

Procedure

1. Complete the following fields, if applicable:

   Entity name: A designer report can be split using any Entity type table, for example Employee, Department, or Location, on the condition it is a table used in the design of the report.

   Consolidate by: Only fields relating to the current Entity can be selected.

   In the example where Location is the entity selected, you can select any field in the Location table (whether it was used in the report or not).

   If you require one report for each location, consolidate by Location. However, if each location's manager is responsible for more than one location and you only want one report for each location manager, then consolidate by Manager Name.

   Destination of split reports: Each split report can be sent to a different destination. By default, all reports are saved in the user's Inbox. To change this, click the Edit button. This opens a Report Destination form similar to the one for the main report.

   The main report, containing all locations, is still generated and sent to the destination(s) specified in the Report Destination form accessed from report groups.

   The Report Destination form accessible from the Report Splitting tab page applies to individual split reports.

   The difference in the options available is that instead of directly selecting UserProfileCodes, WebUserCodes, file names and e-mail addresses, you must specify the fields in the Location table that contain these values.

   For examples see: Reports Splitting - Report Destination

   When you have completed the Report Destination form, select OK to return to the Report Splitting tab page. The text box now contains details to reflect your selections, for example:

   [E-mail to address in field manageremail as a compressed ArchiveFile with filename ******PGPREMPL003].

   Always create report, even if no records are found: This field applies only to designer reports that have no results. If the main report has no results, then PayGlobal runs a special hard-coded Empty Report. This report has the same heading as the main report, but it displays the following message:

   'This report has completed successfully but no records were found that matched the criteria selected.'

• Yes
  Run the Empty Report.
• No
  Do not run the Empty Report.

  Generate main report as well as split reports: This field applies only to designer reports.
  When you split a report, PayGlobal generates the main (consolidated) report before the individual split reports. However, if you do not require the main report, then you can save time by generating only the split reports.

• Yes
  Generate the main report and the split reports (default option).
• No
  Generate the split reports only.

  Note: If Entity name = 'Don't split this report', then the Generate main report as well as split reports field is disabled. 

1. Click OK to close the Report Splitting window.
2. Right-click on the required report and click Run selected report.
3. Scheduler opens to illustrate the progress of the report.
4. When processing is complete, the report displays on the screen. Press Esc to leave the report view.
5. Click Close to close the Report Group menu.
6. Double-click the Send and Receive run command to send the split report to multiple destinations.

Sending reports to Self-Service

Before a user can access a report from Self-Service the report firstly needs to go to Document Management.

Provided your Report Splitting tab contains the correct settings for Document Management the report should arrive soon after the Send and Receive run command is actioned.