report center user guide - prismhr

Report Center User Guide

A guide to using and customizing Report CenterPrismHR 1.21.0

Copyright noticeThe information in this document is subject to change without notice. PrismHR shall notbe liable for any technical or editorial errors contained herein or for incidental orconsequential damages resulting from the performance, furnishing, or use of thispublication.

The software described in this document is furnished under license and may be used orcopied only in accordance with the terms of that license.

No part of this documentation may be reproduced or transmitted in any form or by anymeans, electronic or mechanical, including (but not limited to) photocopying, recording,scanning, or retrieval system, for any other than the purchaser’s personal use without theexpress written permission of PrismHR. The company data contained in the exampleswithin this document are fictitious and any resemblance to real people, places, orcompanies is purely coincidental.

PrismHR, HRPyramid, and HRPyramid Web Edition are trademarks of PrismHR. All otherbrand and product names are trademarks or registered trademarks of their respectiveowners.

© November 2020 by PrismHR. All rights reserved.

Table of Contents

Report Center User Guide 1

Copyright notice 2

Table of Contents 3

Chapter 1 Introduction 5

Chapter 2 Accessing Report Center 6

Service Providers 6

Managers 7

Chapter 3 Navigating the Home page 8

Filtering the list of reports 11

Searching 11

Using tags 11

Selecting clients 13

Selecting a client in PrismHR 13

Selecting clients in Report Center 13

Searching for specific clients 15

Previewing reports 16

Opening a report 17

Chapter 4 Grid reports 18

Configuring columns 19

Pinning a column 20

Moving a column 20

Resizing columns 21

Formatting a column 21

Grouping data 23

Table of Contents

Report Center User Guide © 2020 PrismHR 3

Viewing summary data 24

Aggregating data 24

Filtering data 27

Selecting columns 28

Fine tuning a filter 29

Sorting columns 32

Setting options 33

Displaying rows 33

Creating a pivot table 34

Chapter 5 Chart and map reports 36

Monthly Gross Wages report 36

Setting preferences 38

Worksite Locations report 39

Viewing the Location map 40

Viewing the Location State map 40

Chapter 6 Templated reports 42

Chapter 7 Exporting reports 44

Exporting grid reports 45

Exporting grid reports with groups and aggregates 45

Exporting chart reports 45

Exporting data in chart or map reports 46

Exporting custom reports 46

Exporting templated reports 46

Examples 47

Table of Contents


Chapter 1IntroductionReport Center is a centralized and consolidated reporting tool within PrismHR. Report Center comeswith many pre-defined reports that you can use as is or that you can quickly customize to meet thespecific requirements of your organization. You can also easily define the presentation of the outputand change it at any time as your requirements change.

Report access is role-based. Only the reports for which your role has access privileges are available inReport Center.

Before you can begin using Report Center, an administrator must grant you access to Report Centerand to any report to which members of your role require access. Report Center applies PrismHR userrole security. See the PrismHR System Administration documentation for details.

See your administrator if you need to change your access privileges.


Chapter 1 Introduction

Chapter 2Accessing Report CenterThe way you access Report Center depends on your user type.

Service ProvidersIf you are a service provider, you access Report Center using the PrismHR Dashboard.

To access Report Center from the Work Centers panel:

1. Open the PrismHR Dashboard.2. On the Work Centers panel, click Report Center in the Reporting section.


Chapter 2 Accessing Report Center

ManagersIf you are a manager, you access Report Center using Employee Portal.

To access Report Center from Employee Portal:

1. Open Employee Portal.2. In the menu list, select Report Center.


Chapter 2 Accessing Report Center

Chapter 3Navigating the Home pageOn the Home page, the list of reports shows only the reports to which your administrator has givenyou access.

l System reports come with Report Center and are pre-defined. You can temporarily configure asystem report based on your requirements.

l An administrator can modify a copy of a system report and save it as a new custom report. Anadministrator can also modify a custom report and save it as a new report. If the administratorshares a custom report with your role, that report is shown in your list of reports.

For both system and custom reports, any changes that you make to report formatting persist the nexttime you open the same report. However, the system does not permanently change the report.

The list of reports on your Home page may contain some or all of the following types of reports.Each report type is described in detail later in this guide.

Icon Report Type Description

System - Grid The data in grid reports is shown in rows and columns.The system provides many options for you to modifythe display of grid reports. For example, you can add,edit, or move columns.

System - Chart The data in chart reports is shown as a graph. You canview a different type of graph, select an interval for thegraph, select a field to separate the data, and specifyhow to stack the data.

System - Map A map report shows a Location (Google) map and aLocation State map. On the Location State map, thestates where clients are located are color coded.

System - Templated Unlike other types of reports, you configure templatedreports by entering parameters that produce a standardoutput. After you generate the report, you can group


Chapter 3 Navigating the Home page

Icon Report Type Description

the results. You can also export the results to PDFformat.

Custom - Grid These reports are listed if your administrator created acustom grid, chart, or map report and gave your roleaccess to it. The settings of the source system reportare used as the custom report's default view settings.

Any formatting changes that you make persist the nexttime you open the same report but the changes are notpermanently saved.

Custom - Chart

Custom - Map

You can view the report list in Card view or Compact view. You select the view in the header area.

To select Card view, click in the header area. Card view shows fewer reports per page thanCompact view. To help you determine what information may be available in each report, reportdescriptions identify default fields and the source of the data (for example, data from: payrollvoucher records). Each category is shown as a separate heading for the reports assigned to it.



To select Compact view, click in the header area. Compact view is intended for users who arealready familiar with the reports and just want to see as many as possible at once. It does not showreport descriptions. Categories and tags are shown in separate columns.

In both Card and Compact view, you have the following options:

• Use the breadcrumb bar to show where the current page fits into the site hierarchy and navigatebetween levels. For instance, if you start on Benefits Adjustment Report and jump directly toWorksite Locations, the breadcrumb shows Home >Worksite Locations.

• Change the client selected in PrismHR or select additional clients in Report Center. See Selectingclients.

• Use the Search box to enter text for finding reports. See Searching.• Use the Tags list to filter the list by predefined tags. See Using tags.

• Click to preview a report. See Previewing reports.• Open a report. See Opening a report.



Filtering the list of reportsYou can filter the list of reports shown on the Home page either by searching or by selecting tags.

SearchingYou can search for reports by entering text in the Search box on the home page. Searches are caseinsensitive for partial or full matches in the report name or description. For example, searching for taxpresents a list of reports where the word tax appears anywhere in the report name or description.

In the following example, the search results include reports whose names or descriptions include theword "tax."

Using tagsTags enable you to narrow the list of reports specifically to reports that contain one or more tags thatyour administrator defined for them. The selected tags are color-coded based on the color youradministrator selected for them.



In card view each card displays the tags associated with the report.

In compact view, tags are displayed in columns.



To filter the list of reports by tags:

• In the Tags list, click the arrow and select the tags associated with the reports to display. Bydefault, All is selected.

Selecting clientsWhen you launch Report Center, the client selected in the PrismHR Home page is selected by defaultin Report Center but you can delete it or select additional clients in Report Center.

Selecting a client in PrismHRYou can select only a single client in PrismHR. This client is selected by default in PrismHR but youcan delete it or select additional clients in Report Center.

To change the selected client in PrismHR:

1. Click the client name in the header bar.

The Search All Companies page opens.2. Select a company using the following techniques:

• Scroll through the list by selecting a row, navigating to the previous or next page, or going toa specific page.

• If you need to filter the list of companies enter a Company ID, Company Name, Legal Name,Telephone, P/R, or Current Status and then click Refine.

3. Close the Search All Companies page. The selected client is shown in the header bar.

Selecting clients in Report CenterThe Client Selector is shown on the Report Center Home page and on all reports. Your PrismHR userroles determine which clients are available in the Client Selector. The client selected in the PrismHRHome page is selected by default but you can change the client selection by clicking (Expand) todisplay the list of clients and search for specific clients. The client selection persists to other reportsin Report Center until changed. Searching is case insensitive.

When you select clients and then search for more clients, the original clients remain selected even ifyou can’t see them.

You can specify whether to list all clients, active clients, or inactive clients.



For Active clients, the client name is followed by the Client ID.

Inactive clients are shown in italics and the client name is followed by the Client ID and a Status icon.If you hover over the Status icon, a tooltip displays the complete status.

• T - Terminated• C - Cancel Pending• P - Pending• I - Inactive

If you hover over the Client Selector, a tooltip displays a list of the selected clients.



Searching for specific clientsYou can find specific clients by entering text in the Client Selector Search box. Searches are caseinsensitive.

Click Select all or Clear all to select or clear all matching clients. You can also select or clear clientsindividually.



Previewing reportsBy previewing reports, you can quickly see what they contain without opening each one individually.

To preview a report, map, or chart:

1. On the Home page, locate the report.

2. Select (Preview) next to the report. The preview overlays the list of reports.

Example

The following example shows a preview of the Employee Census report.



Opening a reportThe list of reports shows only the reports to which you have been given access. See your systemadministrator if you have questions or need access to additional reports. You can open a report fromthe Report Center Home page or from within another report that you have open.

To open a report from the Home page:

1. Launch Report Center.2. Scroll through the list (or search) and click the report icon or report name.

To open a report from within another open report:

1. Click to expand the existing report title:

2. Scroll through the list and select the report. Type ahead search is also available.



Chapter 4Grid reportsThe data in grid reports is shown in rows and columns. The system provides many options for you tocustomize grid reports. For example, you can add, edit, or move columns. The system saves anychanges that you make to report formatting and shows them the next time you open the samereport.

In the following image, numbers identify various components of grid reports. Each component isdescribed following the image.


Chapter 4 Grid reports

Identifier Area Description

1 Client Selector Provides a list of clients from which you can make aselection. See Selecting clients.

2 Report Name Displays the name of the open report and enables youto select a different report. See Opening a report.

3 Toolbar Enables you to select a function to perform or tospecify preferences for displaying reports.

4 Search box Lets you search for text by which the report will befiltered. See Filtering data.

5 Filter bar Displays filters that are currently active on the report.

6 Group bar Displays groups that are currently applied to the report.See Grouping data.

7 Summary only toggle Toggles between displaying or hiding summaryinformation only. See Viewing summary data,

8 Group information Displays group information. This column appears onlywhen Summary only view is disabled.

9 Sort sequence Indicates that the column is sorted in ascending (uparrow) or descending (down arrow) order. See Sortingcolumns.

10 Column headers Displays the selected fields as column headings. Youcan also access a shortcut menu by clicking the columnheader menu ( ) for a column. See Configuringcolumns

Configuring columnsYou can select the fields that appear as columns on a report from a list of available fields. Each reportcomes with a set of columns that are shown by default. Open the Columns list to see whetheradditional columns are available.

To select columns:

1. Open a report.

2. Click (Columns) in the toolbar.3. Use the check boxes to select or clear columns individually or click Select all or Clear all.



4. To search for particular columns, type all or part of the column name in the Search box. In thesearch results, you can select or clear individual columns or all columns. Selected columns remainselected even if they are currently not visible in the search results. Searches are case insensitive.

Pinning a columnYou can pin a column to fix it in place and prevent it from scrolling out of view.

To pin a column:

1. Click the column header menu and then select Pin.2. Select one of the following options:

• Pin Left - Pins the column to the leftmost position.• Pin Right - Pins the column to the rightmost position.• No Pin - Unpins the column. If you move a pinned column, the system automatically unpins it.

Moving a columnYou can move a column either by dragging it to a new location or by selecting Move from thecolumn header menu.

To move a column by dragging:

1. Click the column header. The cursor changes to a drag icon.



2. Drag the column to the position you want.

To move a column using the column header menu:

1. Click the column header menu and then selectMove.2. Select one of the following options:

• To the beginning - Moves the column to the beginning of the report.• To the end - Moves the column to the end of the report.• To after column - Displays a list of available columns from which you can select the column

after which the column will be inserted.

Resizing columnsYou can resize one or more columns. For example, you can change the width of columns toaccommodate the width of the data they contain.

To resize columns:

Open a column header menu and then select one of the following options:

• Autosize all columns - Automatically resizes all columns.• Autosize this column - Automatically resizes the selected column.• Lock column width - Locks the current width of the column. You cannot resize a locked

column.• Unlock column width - Unlocks the current width of the column. so that it can be resized.

You can also double-click a column heading divider and then drag it to resize a column.

Formatting a columnYou can choose various ways to format a column. The options that are available depend on whetherthe column contains text, a number, or a date.

To format a text column:

1. Click the column header menu for a text column and then select Format.

Select this option To define this

Alignment Left, Center, or Right alignment.




Style Bold, Italics, or Underline style.

Width A custom width and unit (pixels or characters) for the column.

CSS The stylesheet to use to format the column.

2. Click Apply to save your changes, Cancel to cancel your changes, or Use Default to revert to thedefault settings.

To format a number column:

1. Click the column header menu for a number column and then select Number options.


Special style The special style to use for numbers: None (the default), Bytes,or Percentage.

Decimal Places The number of digits to show to the right of the decimal point.The default value is 2.

Negative Values How to display negative numbers. Select an option from the list.

Use thousands separator Whether to use a thousands separator (such as a comma).

Sample A preview of the selected number options.

2. Click Apply to save your changes, Cancel to cancel your changes, or Use Default to revert to thedefault settings.

To format a date column:

1. Click the column header menu for a date column and then select Date options. The systemdisplays a list of available options.

2. Make a selection from the list.3. Click Apply to save your changes, Cancel to cancel your changes, or Use Default to revert to the

default settings.



Grouping dataYou can create groups to group rows together based on the value in a specific column, and thenprovide subtotals and other aggregates. For example, a benefits administrator can see all clients whohave a specific carrier grouped together, with subtotals for each carrier. Groups are the first impliedsorts. Each group is shown in the group bar for the report. The system displays totals for currencyfields and subtotals for those fields if you add a group. Grouping in Interactive Reports is similar to“sort” in the PrismHR standard on demand reports. Both functions group data together by a singlefield, with headers and totals.

After you create at least one group, you can create additional groups from the group bar. You canremove a group by clearing the check box in the Group toolbar menu or by clicking the X to the rightof the group name in the group bar.

In the following example, data is grouped by Client Name, Employee Name, and Deduction Code.

To create a group using the toolbar:

1. On the toolbar, click (Group).2. Select the columns to include in the group. You can find specific columns by entering text in the

Search box. A column does not need to be visible in the report to be available for grouping.

You can ungroup a grouped column by clearing the check box or by clicking the X to the right of thegroup name in the group area.

To create a group from the group bar:

1. Create at least one group.2. In the Group bar, click Add Group and select the columns to group. You can find specific columns

by entering text in the Search box.



To create a group from an existing column:

• Open the column header menu and select Group.

To expand groups:

• Click the first level group and continue expanding sub-groups.

Viewing summary dataWhen a group is applied to a report, a Summary only option is available to the right of the grouptoolbar. It displays groups and aggregates and hides all other fields from the display.

A summary view of columns with aggregates provides a more concise view of the data by hiding anycolumns that do not contain aggregates. The setting toggles between viewing and hiding columnswith aggregates.

Aggregating dataUsing aggregates, you can combine data in various ways. For example, a report can contain aggregatevalues such as average, count, distinct count, maximum, minimum, and total for any numeric orcurrency value. You can create aggregates only for columns that are currently visible on the report.

To aggregate data from the toolbar:

1. On the toolbar, click (Aggregate) and select a column. Each column is listed with an icon thatindicates its data type.

2. Select a column and then select an aggregation option.

To aggregate data from a column:

• Open the column header menu, click Aggregates, and select an aggregation option.

Each column is listed with an icon that indicates its data type. The aggregate options that areavailable depend on the data type of the selected column.



Data type Icon Option Description

Text Count The number of rows that contain a value for thecolumn. For example, if a report contains 402 rowswith a value for EE ID, the count is 402.

Distinct The number of distinct (or unique) values for thecolumn. For example, if a report contains only 7distinct (unique) EE ID values, the distinct count is 7.

Currency or Number Total The total of all values in the column.

Average The average of the values shown in the column.

Max The highest value out of all those in the column.

Min The lowest value out of all those in the column.

Count The number of rows that contain a value for thecolumn. For example, if a report contains 300 rowswith a value for Age, the count is 300.

Distinct The number of distinct (or unique) values for thecolumn. For example, if a report contains 300 rowswith a value for date but 100 people are age 25, 100are age 35, and 100 are age 45, the distinct count is3.

Date Max The highest value out of all those in the column.

Min The lowest value out of all those in the column.

Count The number of rows that contain a value for thecolumn. For example, if a report contains 30 rowswith a value for Start Date, the count is 30.

Distinct Count The number of distinct (or unique) values for thecolumn. For example, if a report contains 30 rowswith a value for Start Date, but half of theemployees have a start date of January 1 and theothers have a start date of February 1, the distinctcount is 2.



Examples

In the following example, aggregates are applied to two columns.

Column Aggregation Option Value

Amount Billed Total $64,313.68

Employee Name Distinct 6

In the following example, aggregates are applied to three columns.

Column Aggregation Option Value

Employee Name Distinct 25

Deduction Code Distinct 10

Deduction Amount Max $319.44

Min -$355.00

Total $9,877.92



Filtering dataBy creating filters, you can narrow the scope of the information displayed in a report to your specificrequirements. Filtering reduces the number of rows displayed. For example, in a report related toBenefits, you may want to narrow down the report to see only rows related to medical plans (and notdental, vision, and other plans). You can fine tune filters to display very specific information. The filteroptions vary depending on the type of data in the column.

Filters are cumulative and applied in order. They act like a funnel where each successive filter furthernarrows down the results of the previous filters. For instance, if one filter is already applied and youapply a distinct filter as your second filter, the list displays only the distinct values remaining after youapply the first filter, not all of the values in the entire data set.

Filters are shown in the filter bar of the report. Some reports have filters applied by default.

You can filter the data on a report in the following ways:

• Enter search text• Filter based on the values in one or more columns

After you create a filter, you have more advanced options for fine tuning it. See Fine tuning a filter.



Searching is case-sensitive. As you type, the system filters the result list to contain only the charactersthat you enter. The system filters the report and adds the filter to the filter bar.

To create a filter by entering search text:

1. In Search all report fields, type the text you want to find and then click (Search) or pressEnter on the keyboard. The system adds the filter to the filter bar and filters the report to yourspecification.

2. If you want to specify match criteria, click the filter in the filter bar. The Filter by Query Stringdisplays your query text.

3. Click (Options) >Match behavior and specify the conditions for finding data. This option isavailable only for text searches.• Match exact words• Starts with value• Contains the value (default)

Selecting columnsAnother way to create a filter is by selecting a column.

To create a filter by selecting column values:

1. In the filter bar, click the Filter icon.

2. Select a column from the list. The filtering panel opens automatically.



Fine tuning a filterYou can fine tune a filter that is shown in the filter bar.

1. In the filter bar, click the filter. The filtering panel opens and displays the default values for theselected data type. The filtering panel opens automatically if you are creating a filter by selectinga column.

2. Select the information to display.

The options that are available depend on the data type. The following table describes the options foreach data type.

Data type Options

Text • Distinct values - This is the default. The system displays a list of all distinctvalues in the report with selection check boxes. You can select one or morevalues to show only rows that contain those values in the selected column.

• Like -Use '*' to match any character sequence. Use '?' to match a single letteror number.

• Enter value - Displays an Enter value box where you can specify the values tofind. Click + and - to add and delete rows.

• Is Empty - Displays rows where the value is empty.• Is Not Empty - Displays rows where the value is not empty.• Sort - Provides options to sort by count or by distinct values.

Currency • Number range - Displays Range boxes where you can enter the minimum andmaximum values to find. This is the default.

• Number range slider - Display a slider where you can enter the minimum andmaximum values to find.

• Enter value - Displays an Enter value box where you can specify the exactvalues to find. Click + and - to add and delete rows.

• Is Empty - Displays rows where the value is empty.• Is Not Empty - Displays rows where the value is not empty.



Data type Options

Date • Date range - Displays From and To areas where you can either type thebeginning and ending dates for the range or select them by clicking thecalendar. This is the default.

• Distinct values - Displays only exact matches. The system displays a list fromwhich you can select check boxes.

• Date relative to now - Displays boxes where you can specify a date relative tothe current date. You select Past or Next, enter the number, and select a unit(days, weeks, months, or years). For example, if the current date is January 1and you specify Next 30 days, the system finds all rows with a date of January30.

• Date keyword - Displays an area where you can specify a date using keywords

such as YESTERDAY or MONTH_END. Click (Help) for a complete list ofvalid keywords, modifiers, date formats, and examples.

• Is Empty - Displays rows where the value is empty.• Is Not Empty - Displays rows where the value is not empty.



Text filter example

Date filter example

Numeric filter example



Report example

In the following example, the report data is filtered by Pay Date, Pay Code, and Pay Amount.

Sorting columnsReport Center provides many ways for you to sort the columns in your reports. Sorting toggles oneor more columns between ascending and descending order. An arrow is shown in the columnheading to indicate the direction of the sort.

To sort a column:

• Open the column header menu and click Sort.

To specify the sort sequence:

• Open the column header menu and click Sort > Sort ascending or Sort descending.

To sort by multiple columns:

• Shift+click each column header.

A number in the column header indicates the sequence for the sort. The system assigns sequencenumbers based on the order in which you select columns for sorting. After you assign the firstsort sequence, you can sort additional columns by opening the column header menu and clickingSort > Add sort ascending or Add Sort descending.



To remove sorting for a column:

• Open the column header menu and click Sort > Remove sort.

In the following example, the report is first sorted by Client Name, then by Pay Date, and finally byEmployee Name. If you remove sorting from the Pay Date column, the Employee Name columnsequence changes to 2. The sort sequence for a column does not change if you move it to anotherlocation.

Setting optionsYou can set the following preferences for displaying reports:

• Whether to show the database name (field alias) under the column heading.• Whether to revert to the default settings for a report.

To show or hide the field alias:

• In the toolbar, click (Options) > Show field alias or Hide field alias. The option togglesbetween showing and hiding the database column name under the column heading. The defaultoption is to hide the field alias.

To clear the user settings:

• In the toolbar, click (Options) > Clear user settings. The options revert to their default settings.

Displaying rowsThe footer area for each grid report shows the number of rows displayed.

To select the number of rows to show:

1. Click the row option shown in the footer area at the bottom of the grid. The default setting isShow all rows. A list of available options opens.

2. Select one of the following options:



• Show all rows (default) - Displays all rows so that you can scroll continuously through thereport without waiting for the next page to load.

• <number of> rows per page - Displays rows in pages of 50, 100, 500, 1,000, or 10,000, basedon the selected setting. Pagination controls are provided at the bottom of the page tonavigate through the pages.

Creating a pivot tableUnlike a static report, a pivot table provides an interactive view of your data that lets you look at thesame data from many different perspectives. You can group data into categories, break down datainto years and months, and filter data to include or exclude categories. You can transform rows intocolumns and columns into rows. And, best of all, you don't need to write formulas or start over everytime you want to organize or summarize the data in a different way.

To enter pivot mode or return to your last pivot:

• On the toolbar, click (Pivot View).

To exit pivot mode:

• Click (Grid View). Pivots are saved when you exit.



In Pivot mode, you have the following options.

• Export the pivot to a CSV file.• Select rows, columns, and values.• Start over by clearing the current settings.

If you click (Settings), you have additional options. You may need to hide the preview to seethem.

• Select a layout: Tree, Tabular, or Tabular with subtotals.• Choose how columns are ordered: Values descending, Values ascending, Group headers

ascending, Group headers ascending.• Enable drill-down to view data.• Select an option for displaying aggregates: Total, Average, Minimum, Maximum, Count. Distinct

count.• Change the default column header.• Select options for formatting numbers and setting color ranges.• Limit the number of rows and columns.• Display or hide a preview of your selections.



Chapter 5Chart and map reportsThis section describes the chart and map reports.

Monthly GrossWages reportThe Monthly Gross Wages Report shows the total gross wages for a client over a specified daterange. The default is 12 months, filtered by month and year.


Chapter 5 Chart and map reports

The following procedures use a bar graph as an example but you can also use them with other typesof graphs.

To display a tooltip showing the total gross wages for the selected month:

• Click a bar to display a tooltip that shows the gross wages.

To drill down to more detail:

Double-click a bar, select Drilldown by, and select an option.

To view data:

1. Double-click a bar and select View data.

2. If necessary, click (Download) to export the data to CSV, Excel, or PDF formats. See Exportingreports for details.

3. To close the window, click (Close)



Setting preferencesA Chart Preferences toolbar is shown at the bottom of each report so that you can select options forhow the chart is displayed.

To view a different type of chart:

1. In the Chart Preferences toolbar, click (Change chart type).2. Select a type of chart: Column, Bar, Area, Line, Spline, Area Spline,

To select a different interval for the chart:

1. In the Chart Preferences toolbar, click (Interval).2. Select the interval: Year, Quarter, Quarter of Year, Month, Month of Year, Week, Week of Year, Day,

Day, of Week, Hour, Minute, Second.

To select a field by which to separate the data:

1. In the Chart Preferences toolbar, click (Change series).2. Select a field by which to split the chart. For example, if you select Employee Name, the chart will

show the data for each employee in a separate color.

To specify how to stack the data:

• In the Chart Preferences toolbar, (Change stack). This option appears only when you have asplit applied.

• Select a stack option for the data: None, Percent, Normal.



Worksite Locations reportThe Worksite Locations report shows a Location (Google) map and a Location State map. On theLocation State map, the states where clients are located are color coded. The following options areavailable for both maps:

To view a map full screen

• Click , (Full screen). This expands the map to take up the full page and hides the other map. To

exit from Full screen display, click (Small).

To zoom in or zoom out

• Click + (Zoom in) or - (Zoom out).



Viewing the Location mapThe Location (Google) map provides the standard Google map options.

To show worksite markers:

• On the Location map, click (Change marker type) and selectMarkers.

The map shows the worksite location markers. The markers for locations with multiple worksites showthe number of worksites. If you click a multiple worksite marker, the map zooms to display individualworksite markers. If you click an individual worksite marker, a shortcut menu provides the followingoptions:

• View details opens a window that shows details about the client.

• View map opens street view. You can also open street view by dragging (Pegman) to a

location on the map.

To set the zoom ratio for the Location map:

• Click (Zoom) and move the slider up or down. This option applies only to the Location map.

Viewing the Location State mapThe following options are available for the Location State map.

To view the number of worksites in a particular state:

• On the Location State map, hover over the state. A tooltip displays the number of worksites inthat state.



To view data about the clients in a selected area:

1. On the Location State map, click the state and select View data. The following example showsonly a partial report. Many additional columns are available by scrolling,.

2. If necessary, click (Download) to export the data to CSV, Excel, or PDF formats. See Exportingreports for details.

3. To close the window, click (Close).

To show worksite markers:

• Click the state and select View map. The Location map opens and shows the markers for theselected state.

To view details about a specific client:

1. On the Location State map, click the state and select View map. The Location map opens showingthe markers.

2. If necessary, click a multiple worksite marker to show individual worksite markers.3. Click an individual worksite marker and select View details.



Chapter 6Templated reportsYou define the output of templated reports by entering parameters that produce a standard output.You can run templated reports for only a single client at a time. Columns and aggregates are pre-defined. After you generate the report, you can change the parameters, group the results, or exportthe results to PDF format.

This topic uses the Gross-To-Net Register as an example of a templated report. Parameters may varyslightly from one report to another but some parameters are common to most reports.

To run the Gross-To-Net Register templated report:

1. On the Home page, open the report. The Set Report Parameters dialog box opens.2. Specify the parameters for the report.

Parameter Description

Client The client selected in the global client selector is selected bydefault. If multiple clients are selected in the global clientselector, the first one selected in shown. To search for a differentclient, expand the Client list and search for a different client.Terminated clients are shown in italics and followed by a T.

Payroll or Date Range To generate the report based on a specific payroll, enter thepayroll number.

To generate the report based on a date range, select the daterange from the popup calendar.

Field to Use as EmployeeUnique Identifier

Select the field to use as the unique identifier for each employee:

• The employee ID that is defined in PrismHR• The employee number that the worksite manager assigns.• The employee clock number defined by the time clock.


Chapter 6 Templated reports

3. Click Run Report. The system displays the report and provides a toolbar that you can use toperform the following functions:• Click Parameters to change the parameters for the report. The system quickly reruns the

report with the new parameters.• Click Export to export the report to PDF format. See Exporting reports for details.

The following example shows part of a report.


Chapter 6 Templated reports

Chapter 7Exporting reportsReport Center provides many options for exporting the data in your reports.

• You can export grid reports, including those in Summary only view, to CSV, PDF, or Excel formats.In Pivot view, you can export to CSV only.

• You can export chart reports to PNG, HTML, JPEG, or PDF formats.• The export options for custom reports depend on the type of system report on which they are

based.• You can export templated reports to PDF format.• When you select View data in charts or maps, you can export that data to CSV, Excel, and PDF

formats

You also have various options for formatting the exported report. The formatting options that areavailable depend on the report type:

• When exporting to CSV or PDF, the Apply formatting option is available to apply the configuredtype formatting options from the grid. When this option is selected, certain number options cancause numbers to appear as strings. When cleared, dates are strings in ISO-8601 standard format(for example, 2014-05-17T17:00:00.000Z).

• When exporting to Excel, the Format dates for recognition in Excel option is available. Whenthis option is selected, the system ignores grid formatting and attempts to format dates so thatExcel recognizes them (values are in UTC format). When the option is cleared, dates are stringsformatted as they appear in the grid.

Note: Although the data exported has security restrictions, the file itself does not. Depending onwhere you choose to store the exported files, exporting data may result in the creation ofadditional temporary and permanent files on your computer. If the exported files contain sensitivedata, people may be able to see and access exported reports and data that they don't have accessto in Report Center. Contact your system administrator with any questions regarding the propersafeguarding of sensitive information.


Chapter 7 Exporting reports

Exporting grid reportsYou can export grid reports (including those in Summary only view) to CSV, Excel, or PDF format. InPivot view, you can export to CSV only.

To export a grid report:

1. Open the report and click (Export) in the toolbar.2. Select the output format.

• If necessary, change the file name that the system supplies.• If you select CSV or PDF, specify whether to apply formatting.• If you select Excel, specify whether to format dates for recognition in Excel, and enter the

worksheet name.3. Click EXPORT. The system converts the report and saves it in your Downloads folder (or you may

be prompted for the download location). You can click CANCEL to cancel the export.

Exporting grid reports with groups and aggregatesYou have the following options for exporting grid reports that include groups and aggregates:

• If the report contains no groups, the system exports detail data.• If the report contains groups and aggregates, the system exports it with all groups expanded and

shows the aggregate type stacked under each group.• If the report is in Summary only view and it contains groups and aggregates, the system exports

summary data only and shows each aggregate in its own column. See Viewing summary data.

Exporting chart reportsYou can export charts to PNG, HTML, JPEG, and SVG formats. When you select View data in charts,you can export that data to CSV, Excel, and PDF formats.

To export a chart report:

1. Open the report and click (Export) in the toolbar.2. Select the output format. The system converts the report and saves it in your Downloads folder

(or you may be prompted for the download location).



Exporting data in chart or map reportsWhen you select View data in charts or maps, you can export that data to CSV, Excel, and PDF formats.

To export the data in a chart or map report:

1. Double-click a bar (or other data point) in the chart and click (Export).2. Select the output format.

• If necessary, change the file name that the system supplies.• If you select CSV or PDF, specify whether to apply formatting.• If you select Excel, specify whether to format dates for recognition in Excel, and enter the

worksheet name.3. Click EXPORT. The system converts the report and saves it in your Downloads folder (or you may

be prompted for the download location). You can click CANCEL to cancel the export.

Exporting custom reportsYou can export a custom grid, map, or chart report to PDF, XLS, or CSV format. The available formatsdepend on whether it is based on a grid, chart, or map report.

To export a custom report:



Exporting templated reportsYou can export a templated report to PDF format.

To export a templated report:





ExamplesThe following example shows part of a report with groups and aggregates that was exported to Excelwith Summary only enabled.



The following example shows part of a report that was exported to PDF with Summary only disabled.Aggregate subtotals are stacked under each group.



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