Creating a PIM report, please follow the steps below

Navigate to the PIM Report screen by clicking PIM > Reports >PIM Reports, click on the Add button and use the information below to fill in the required information

  • Name: This is the unique name for the report
  • Save Button: Click this button to save the report
  • Cancel Button: Click this button to cancel the report creation process
  • Clear Button: Click this button to clear all entries and start from the scratch

 

Report source section

  • Select Source: This contains a list of information sources from which you can extract data, select the relevant data source from the
  • Select Fields: This contains data fields extracted from the selected data source, select the relevant field from the list
  • Add Button: Click on this button to add the selected field. Note, you can add as many fields as you want by selecting the appropriate report source and field and then clicking the Add button
  • Display: This field shows you all the fields add in the order in which they will be displayed on the report
  • Remove Button: Select a field from the Display field and click this button to remove it
  • Move Up Button: Select a field from the Display field and click this button to move that field up in the display
  • Move Down Button: Select a field from the Display field and click this button to move that field down in the display

 

Report Filters

  • Filters: This contains data fields extracted from the selected data source by which the report will be filtered; select the relevant field from the list. Note The fields shown in the list depends on the currently selected data source, change the data source to the relevant one if the required field is not on the list
  • Criteria Operation: This is the operation that will be performed on the filter criteria as described below
    • Date Fields
      • Single Date: The report will return results where the selected field matches the date entered in the Criteria field
      • Date Range: The report will return results where the selected field falls between the From date and To date entered
      • Relative Date: The report will return results where the selected field falls within the relative date entered
    • Text Fields
      • Equal: The report will return results where the selected field equals the text entered in the Criteria field
      • Not Equal: The report will return results where the selected field does not equal the text entered in the Criteria field
      • Like: The report will return results where the selected field contains the text entered in the Criteria field
    • Number Fields
      • Equals: The report will return results where the selected field equals the number entered in the Criteria field
      • Not Equals: The report will return results where the selected field does not equal the number entered in the Criteria field
      • Less Than: The report will return results where the selected field is less than the number entered in the Criteria field
      • Greater Than: The report will return results where the selected field is greater than the number entered in the Criteria field
      • Less than or Equal: The report will return results where the selected field is less than or equals the number entered in the Criteria field
      • Greater than or Equal: The report will return results where the selected field is greater than or equals the number entered in the Criteria field
    • Yes / No Fields
      • Equals: The report will return results where the selected field is yes or no depending on what is entered in the Criteria field
    • Criteria: This is the criteria with which you want to filter the selected field and depending on the type of field selected, you will be able to enter your criteria or select on from the list
    • Add Button: Click on this button to add the selected Note, you can add as many filters as you want by selecting the appropriate report field and then clicking the Add button
    • Criteria List: This field contains the list of all filters added
    • Remove Button: Select a filter and click this button to remove it from the list
  • Order By: This contains the list of fields already added to the report (see report source section), select a field from the list by which the report results will be ordered
  • Include: This determines the scope of employees to be returned in the reports as explained below
    • Current Employees: The report will only return results for current employees
    • Past Employees: The report will only return results for past employees
    • All Employees: The report will return results for both current and past employees

                  BizsoftHRM Administrator