Anniversary/Birthday Report

Use this report to print a list of employee birthdays,  length of service, and hire dates.

Report Criteria

The Report Criteria screen opens when you click on the report from the main "Reports" section of the software. This is where you tell the system what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Date Range fields to enter the range of days for which you would like to view employee hires. Click on the icons to select the dates from a calendar.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon to exclude employees. This setting includes four selection boxes. Two each for "Department," and "Employee." Any department or employee listed in the Invisible box will not be included on the report. Select the desired departments/employees and use the arrow icons to move them to the Visible section of the screen.
  Note: By default, all employees are included on the report. Use Quick Search to search for specific employees by first and last name, card number or employee ID.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to display data on a specific Month of hire or Supervisor only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Note: Report output varies depending on the report criteria and filters selected.

• The Name column displays the employee's first, middle and last name. Nickname is also displayed, if applicable.

• The ID specified for the employee in the system is displayed in the ID column.

• The employee's card number is displayed in the Card column.

• The employee's default department level is displayed in the Department column.

• The Supervisor column displays the supervisor that the employee is assigned to.

• The employee's date of birth is displayed in the Birthday column.

• The Age column displays the employee's current age.

• The Hire Date column displays the employee's date of hire.

• The Years of Service column displays the number of years since the employee's hire.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file. Click on the [PRINT] icon to print the report.