webTA 4.2 HR Administrator

My Saved and Scheduled Reports

The My Saved and Scheduled Reports page displays a list of saved reports. These reports are saved using the Background Execution option on the individual report pages. The reports may be viewed in PDF Portable Document Format, Excel, HTML HyperText Markup Language, or CSV Comma Separated Values file format.

Most reports have the Background Execution option.

Reports may also be downloaded, saved, deleted, emailed, or rerun.

The Status drop-down list allows you to select a status and search for all reports in that status. The following statuses are displayed on the Status drop-down list:

• All — See all reports in any status.
• Pending — The report has been scheduled to run, but hasn't been picked up by the report creation job.
• Queued — The report has been picked up by the report creation job.
• Generating — The report is currently being run by the report creation job.
• Complete — The report has been successfully generated.
• Error — The system encountered an error when generating the report.
• Invalid — When an ad hoc report structure is changed, all of the associated report schedule instances are marked invalid. You must create a new report schedule.

To Schedule a Report for Background Execution:

1. Select the Reports link from the Reports section on the HR Administrator Main Menu page. The Reports page is displayed.

   

2. Select the applicable report. The applicable report parameters page is displayed.
3. Complete the report parameters page.
4. Select the applicable format from the Background Execution drop-down list. The following formats are available:
   • PDF Portable Document Format
   • Excel
   • CSV Comma Separated Values
   • HTML HyperText Markup Language
   • Emailed PDF Portable Document Format
   • Emailed Excel
   • Emailed CSV Comma Separated Values
   • Emailed HTML HyperText Markup Language
5. The message Your report has been submitted for background processing is displayed.
6. Select the Cancel button to return to the Reports menu.
7. Select the My Saved and Scheduled Reports button from the Reports menu. The My Saved and Scheduled Reports page is displayed with the saved report.

   

To Open a Saved or Scheduled Report:

1. Select the Reports link from the Reports section on the HR Administrator Main Menu page. The Reports page is displayed.

   

2. Select the My Saved and Scheduled Reports button. The My Saved and Scheduled Reports page is displayed.

   

3. Select the applicable report.
4. Select the Download button to download the report. The Save as dialog box appears.

   OR

   Select the ReRun Now button to run the report. The message Report Instance 'name of report' submitted for execution is displayed.

   OR

   Select the Delete button to delete the report. The message Are you sure you want to delete report instance 'name of report'? is displayed. Select the Yes or Cancel button, as applicable.

   Note: You can also select the X in the Delete column to delete the report.

   OR

   Select the Email button to email the report. The message Are you sure you want to email report instance(s) to yourself? is displayed. Select the Yes or Cancel button as applicable.

   OR

   Select the Cancel button to return to the HR Administrator Main Menu page.