About publishing reports

The Publish Reports feature is available with the Reports Module. The feature allows users to make reports available to a specific role in a specific organization or to an individual employee.

For example, the HR Administrator may publish an ad hoc report to Timekeepers in a specific organization. Timekeepers in other organizations would not have access to the report.

On the other hand, the HR Administrator may want to publish a report to a specific employee. In that case, no other employees would have access to the report.

Note:  Depending on your role, some of the options mentioned below may not be available.

Publishing reports

Publish a report to a role in an organization

  1. Click Reports > Publish Reports on the main menu. The Publish Reports page opens.

  2. Click Search for Report. The Select Report page opens.

  3. Click Select on the row that identifies the report. You return to the Publish Reports page and the report name displays near the top of the page.  

  4. Under the header that identifies the role, click Add Organization for <Role Name>. The Select Organization page opens.

  5. Click the check box on the row that identifies the organization(s), and then click Select Checked Organizations. You return to the Publish Reports page and a success message displays. The table under the role displays the organization(s) you selected.

Publish a report to an individual person

  1. Click Reports > Publish Reports on the main menu. The Publish Reports page opens.

  2. Click Search for Report. The Select Report page opens.

  3. Click Select on the row that identifies the report. You return to the Publish Reports page and the report name displays near the top of the page.  

  4. Under the header "Publish Reports to Individual Employee(s)" near the bottom of the page, click Add Employee(s). The Select User page opens.

  5. Click the check box on the row that identifies the employee(s), and then click Select Checked Users. You return to the Publish Reports page and a success message displays. The table under the Publish Reports to Individual Employee(s) header displays the employee(s) you selected.

Deleting published reports

You may remove (delete) reports so that they are no longer available to roles or individual users.

  1. Click Reports > Publish Reports on the main menu. The Publish Reports page opens.

  2. Click Search for Report. The Select Report page opens.

  3. Click Select on the row that identifies the report. You return to the Publish Reports page and the report name displays near the top of the page.  

  4. On the row that identifies the organization or individual employee, click Delete. A success message displays and the row is removed from the table.