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 select a report in the system. This is where you tell the program 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 that you would like to report on. 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 next to the Show Employee Filtering to filter employees.

If you would like to narrow down the list of available employees by the default department that they are assigned to, click on the icon next to the Show Departments header, and select the desired departments from the tree-directory that appears.
Your employees appear in the Unselected box. To filter this box by the first letter of employee last names, click on the appropriate letter at the bottom of the selection box.
In the Unselected box, highlight the employees that you would like to include in the report. Hold down the {CTRL} or {SHIFT} key on you keyboard to select multiple employees. Click on the icon. The highlighted employees are moved to the Selected box.
Remove employees from the report by highlighting them in the Selected box and clicking on the icon.
Use the Quick Search box to search for a specific employee by name, ID or card number.

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 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.

The Paging Amount field allows you to view how many employees to put on a single page. It is recommended that you use the "All" setting.
Use the Sort by fields to select how the information on the report will be sorted. Two sort levels can be specified. Select Group By to group the report data based on the sort specification.
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

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.

Print Options

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.
Click on [PRINT TO PDF] to generate a PDF file from the report.
Click on the [FAVORITES] icon to create a Report Favorite based on the report settings.