Reports Option for Employees

This option allows you to publish, export, or view the employee budget details by compensation item or GL account. Select each of the report options and email or export the results.

Note:

The Reports option is not present under the More menu on the Employees page. You will find it directly on the Employees page as shown below.

Let's explore the options under the Reports category:

• Publish: This feature helps you to obtain the most up-to-date employee information. This ensures that the most up-to-date employee information is accurately reflected in reports or templates.
• Export as Excel: This feature enables you to export the current employee information visible to you on the employees' tab in an Excel format.
• Employee Report: This option gives you the employee report that includes the Compensation View, Natural View, and GL Account View. Click here to learn more about this option.
• Compensation Item View: This option allows you to view the month-wise report of the compensation items mapped to the employees.
• Natural Account View: This option allows you to view the transaction-level data for Natural accounts and know the amount budgeted for each employee.
• GL Account View: This option gives information on the compensation for an employee divided across budget entities.
• GL Account Detail View: This view gives a report on GL Account Detail data for Workforce Budgeting.
  Note:

  You can select multiple budget entities from the Budget Entity field on the Report View pages.
  
  
  
  

Employee Report

This option appears in the More menu only after selecting one employee record.

The following are the different views available in Employee Report:

• Compensation View: This option allows you to view the month-wise report of the compensation items mapped to selected employees.
• Natural View: This option allows you to view the transaction-level data for Natural accounts and know the amount budgeted for the selected employee.
• GL Account View: This option gives information on the compensation for the selected employee divided across budget entities.
  
  
  
• There are three options on the top-right corner of the Employee report screen to export this report.
  
  
• Export to Excel: This option enables you to download the report in the Excel sheet.
• Print Setup: This option enables you to configure the settings for printing the report. On clicking this, the Print Settings screen appears where you can select the output options and adjust layout preferences. Click Print once you're done.
• Print: This option enables you to print the employee report.

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