Reports widget

Karishma Updated by Karishma

It is possible to add a Reports widget (generated using the Reports Generator) to tabs, which will allow Employees to see a selected Report on their Dashboard (in Grid format), and also Run the Report in the desired format by clicking on the Report widget to open it up. See Run a Report for more details.

 

To do this, locate Report in the list of available widgets and drag and drop it onto the tab, in the location which you want it to appear in. When first added to a tab, the Report widget will look like this:   

  • Modify widget - choose which Report you want to display and set the desired parameters

 

  • Remove widget - remove the Report widget from the tab

 

  • Public URL - display the widget on an intranet web page. For this to work, your T&A site must be configured to support Windows Authentication.      See Also .

 

Select Modify widget, which will take you to the following page:

 

 

On the left-hand side of the page there are two options:

 

  • Cancel - to cancel any modifications made to the Report Widget

 

  • Submit - to save and submit any changes made to the Report Widget

Note: any changes made at this point can be edited again at a later date by returning to the Modify widget page.

  • Employee selection source - this field allows you to determine whose Reports will be visible in the widget; just the employees', the whole group the employee belongs to, or every employee that this Report holds data for

 

  • Report - allows you to select the desired Report from a drop-down list. After populating this field, depending on which Report has been selected, 2 extra fields may be visible on the page

 

  • Style - changes the colour of the widget, as an example, selecting Danger will make the widget appear red

 

  • Height - determines the size of the widget on the page (vertically). If the widget is too small to display all of its content, a scroll-bar will be added to the right of the widget

 

  • Title - allows you to choose a title for the widget

 

On the main page, to begin with, there are 5 fields to interact with:

Note: Employees will only see the Report of their own data on their dashboard, whilst Supervisors will see the Report data for whichever option has been selected in the Employee selection source field.

Some Reports prompt for a Date Range after being selected (in the example above, Absence Hours). If a date range is required, the following two fields will appear on the page:

 

 

  • Date range - provides you with a drop-down box, with which you can choose the period of time to see Reports for. The following options are available:
    • Dates from Report - A Report may contain an explicit date to use as default, this setting will use that date
    • Current Day - will show the data for the current day
    • Current Week - will show the data for the current week
    • Current Month - will show the data for the current month
    • Current Year - will show the data for the current year
    • Specific Dates - provides you with a date picker in order to select a specific date range
    • Offset - allows you to select specific days to show the data for
    • Period - allows you to select the data for a specific period
  • Report dates to be used if report sent now - this field shows the precise date range the Report will be shown for, depending on what was selected above.

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