Employee Reports

Procura® Health Management Systems

Contact Procura / Corporate Office: / 1112 Fort St., Suite 600
Victoria BC,
Canada, V8V3K8
Phone: 1.877.776.2872
FAX: 250.380.1866

Software version / Procura 8.0
Documentation version / 8.0
Last Update Date / 2014-07-23

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Develus Systems Inc.

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Table of Contents

Table of Contents

Employee Reports 1

Introducing Reports 1

To Create a Template for a Report 2

Printing, Previewing & Saving Reports 4

The Report Setup Window 4

To Print a Report 5

To Preview a Report 6

To Save a Report 8

To View a Saved Report 10

Environment Options 12

Introducing the Environment Options Window 12

The Workstation Options Tab 13

To Define Reporting Options 15

Employee Listing Report 17

The Employee Listing Report Form 17

Employee Listing Report List of Options 18

To Prepare an Employee Listing Report 20

Employee Additional Information Report 21

The Employee Additional Information Report Form 21

Employee Additional Information Report List of Options 22

To Prepare an Employee Additional Information Report 23

Employee Dated Notes Report 24

The Employee Dated Notes Report Form 24

Employee Dated Notes Report List of Options 25

To Prepare an Employee Dated Notes Report 26

Employee Mailing Labels Report 28

The Employee Mailing Labels Report Form 28

Employee Mailing Labels Report List of Options 29

To Prepare an Employee Mailing Labels Report 30

HR Documents Report 31

The HR Documents Report Form 31

HR Documents Report List of Options 32

To Prepare a HR Document Report 34

Managing Custom Reports 36

Introducing Report Explorer 36

To View Your Custom Report Files 37

Appendices 39

Reports Access Rights 39

Mailing Labels Report MS Word Avery Standard Label Dimensions 42

i

Employee Reports

Employee Reports

Introducing Reports

There is a variety of Report forms you can use to produce reports of the information stored in your Procura database. Each form contains some common features that enable you to customize your reports. Reports can be accessed through the Reports menu. You also have access to reports from various locations on the Procura ribbon.

The settings you choose on any of the forms are retained, and then activated automatically the next time you open the form. You can also store the settings you use most often in a template. Templates can then be applied to activate those settings, but do not prevent you from configuring them further. You can create report templates for your own use or for use by all of the Procura users in your organization.

Template (the template that contains the current report settings) (once selected the following 4 buttons become available)
(enables you to save the current settings as a template)
(enables you to edit the name and description of the selected template, or change the template to another type)
(resets all settings on the form to those saved in the selected template)
(enables you to delete the selected template from the drop-down box so it can no longer be used)
Print (enables you to print or preview the report using the configured settings)
Env. Options (opens the Environment Options window so you can configure your working environment)

Reports | Report_Template.htm

To Create a Template for a Report

  1. On the Reports tab, click the applicable Reports button, and then select, from the menu, the report you want to work with. The applicable Report form displays.
  1. Click the button. If a confirmation window displays, select Add new report template and click OK. The applicable Report Template window displays.

  1. In the Name textbox, type a name for your template.
  1. If you want your template to be available for use by all Procura users, select Global from the Type drop-down box. Otherwise, if you only want your template to be available to you, select Private.
  1. Click OK to return to the Report form.
  1. In the remaining sections of the form, activate the report settings that you want to be active whenever the template is later applied to the report.
  1. Click the button. A confirmation window displays.
  1. Select Update current report template.
  1. Click Yes to confirm.
  2. If you want to apply a different template to your report, select it from the Template drop-down box.
  1. Make any desired changes in the remaining sections of the form.
  2. If you want to undo any settings you have made, and then re-apply the original settings that are stored in the template, click the button.

Reports | To_Save_a_Template.htm

Printing, Previewing & Saving Reports

The Report Setup Window

Once you have prepared a report of your Procura database information, you can use the Report Setup window to print, preview or save it. This window can be accessed directly from any of the Report forms.

Reports | The_Report_Setup_Window.htm

To Print a Report

  1. On the Reports or Management tab, click the applicable Reports button, and then select, from the menu, the report you want to work with. The applicable Report form displays.
  2. If you want to apply a template to the report, select the template from the Template drop-down box.
  3. Make any desired changes in the remaining sections of the form.
  4. Click Print. The Report Setup window displays.

  1. Click Printer.
  1. From the Printer drop-down box, select the printer on which you want to print your report.
  1. If you want to configure the printer, use the Properties button.
  1. In the Copies textbox, type the number of copies you want to print.
  1. If you want your printout to be collate, click the Collate checkbox.
  1. If you want your report printed on both sides of the paper, click the Duplex checkbox.
  1. Click Print.

Reports | To_Print_a_Report.htm

To Preview a Report

  1. On the Reports or Management tab, click the applicable Reports button, and then select, from the menu, the report you want to work with. The applicable Report form displays.
  2. If you want to apply a template to the report, select the template from the Template drop-down box.
  3. Make any desired changes in the remaining sections of the form.
  4. Click Print. The Report Setup window displays.

  1. Click Preview. The report displays in the Report Viewer form.

  1. To move from page to page in the report, use the buttons.
  1. To move to a specific page, type the number of the page in the Page textbox; or enter CTRL+G.
  1. To zoom in on the current page, click the button.
  1. To zoom out of the current page, click the button.
  1. To reduce the size of the display so the page fits the length of the window, click the button; or enter CTRL+F.
  1. To reduce the size of the display so the page fits the width of the window, click the button; or enter CTRL+W.
  1. To use a specific percentage to zoom in on the current page, type the percentage in the Zoom textbox.
  1. To save the report, use thebutton; or enter CTRL+S.
  1. To print the report, use the button; or enter CTRL+P.

Reports | To_Preview_a_Report.htm

To Save a Report

  1. On the Reports or Management tab, click the applicable Reports button, and then select, from the menu, the report you want to work with. The applicable Report form displays.
  2. If you want to apply a template to the report, select the template from the Template drop-down box.
  3. Make any desired changes in the remaining sections of the form.
  4. Click Print. The Report Setup window displays.
  1. Click Save To File.
  1. Click the button. The Save As window displays.
  1. Browse for the location in which you want to save your file.
  1. In the File name drop-down box, type a name for your file.
  1. Click Save to return to the Report Setup window.
  1. From the Format drop-down box, select the format in which you want to save your file.
  1. Click Save to return to the Reports form.

Reports | To_Save_a_Report.htm

To View a Saved Report

  1. On the Reports or Management tab, click View Saved Report . The Open Report File window displays.
  1. Browse for your saved report file, and then click Open. The report displays in the Report Viewer form.
  1. To move from page to page in the report, use the buttons; or use the B, P, N, and E keys.
  1. To move to a specific page, type the number of the page in the Page textbox; or enter CTRL+G.
  1. To zoom in on the current page, click the button; or press W.
  1. To zoom out of the current page, click the button; or press F.
  1. To reduce the size of the display so the page fits the length of the window, click the button; or enter CTRL+F.
  1. To reduce the size of the display so the page fits the width of the window, click the button; or enter CTRL+W.
  1. To use a specific percentage to zoom in on the current page, type the percentage in the Zoom textbox.
  1. To save the report, use thebutton; or enter CTRL+S.
  1. To print the report, use the button; or enter CTRL+P.

Reports | To_View_a_Saved_Report.htm