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webTA 4.2 ECM (Emergency Contact Management) Administrator

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Reports

ECM Administrators may run several reports.The Reports page lists reports that are available and the My Saved and Scheduled Reports page displays a list of reports that have been scheduled for background execution.

Many reports may be run for a range of pay periods. For these reports, a maximum of 26 pay periods is allowed.

The default output display for most webTA reports is HTML displayed in the browser. However, some reports may be run in alternate formats.

The following file formats are available:

For a description of each report, select the report name link and then select Help.

To Save a Report in PDF:

  1. Select the Reports link from the ECM Administrator Main Menu page. The Reports page is displayed.

    Reports Page

  2. Select the applicable report to be saved. The applicable report parameters page is displayed.
  3. Complete the report parameters page.
  4. Select the PDF link. A popup appears asking whether to open or save the report.

    Save Report as a PDF popup

    At this point, the following options are available:

    Step

    Description

    Select the Open button

    Opens the reports and displays it as a PDF file. A PDF of the applicable report is displayed.

    Select the Save button

    Downloads and saves the report. Select the Open, Open folder, or View Downloads button, as applicable.

    Select the Cancel button

    Cancels the action and returns you to the applicable report.

To Save a Report in Excel:

  1. Select the Reports link from the ECM Administrator Main Menu page. The Reports page is displayed.

    Reports Page

  2. Select the applicable report to be saved. The applicable report parameters page is displayed.
  3. Complete the report parameters page.
  4. Select the Excel link. A popup appears asking whether to open or save the report.

    At this point, the following options are available:

    Step

    Description

    Select the Open button

    Opens the reports and displays it as an Excel spreadsheet. An Excel spreadsheet of the applicable report is displayed.

    Select the Save button

    Downloads and saves the report. Select the Open, Open folder, or View Downloads button, as applicable.

    Select the Cancel button

    Cancels the action and returns you to the applicable report.

To Save a Report in HTML:

  1. Select the Reports link from the ECM Administrator Main Menu page The Reports page is displayed.

    Reports Page

  2. Select the applicable report to be saved. The applicable report parameters page is displayed.
  3. Complete the report parameters page.
  4. Select the HTML link. A popup appears asking whether to open or save the report.

    At this point, the following options are available:

    Step

    Description

    Select the Open button

    Opens the reports and displays it as an HTML. An HTML of the applicable report is displayed.

    Select the Save button

    Downloads and saves the report. Select the Open, Open folder, or View Downloads button, as applicable.

    Select the Cancel button

    Cancels the action and returns you to the applicable report.

To Save a Report in CSV:

  1. Select the Reports link from the ECM Administrator Main Menu page. The Reports page is displayed.

    Reports Page

  2. Select the applicable report to be saved. The applicable report parameters page is displayed.
  3. Complete the report parameters page.
  4. Select the CSV link. A popup appears asking whether to open or save the report.

    At this point, the following options are available:

    Step

    Description

    Select the Open button

    Opens the reports and displays it as a CSV. A CSV of the applicable report is displayed.

    Select the Save button

    Downloads and saves the report. Select the Open, Open folder, or View Downloads button, as applicable.

    Select the Cancel button

    Cancels the action and returns you to the applicable report.

 

In This Section

Running Reports