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| {{IHRIS_Qualify_user_manual_index}}
| | #REDIRECT [[iHRIS:Run Reports (4.0.5)]] |
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| __TOC__
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| Report views for analyzing data entered in iHRIS are created by the Administrator or Manager for other users to access (see [[iHRIS:Create Reports|The Customized Report Builder]] for more information). Several predefined report views are included when iHRIS is installed.
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| | To access the reports, click <u>View Reports</u> in the main menu or left navigation menu. All of the saved report views are displayed. <br><br> Reports are organized by category depending on the type of data displayed. Pre-defined categories include Staff Reports, which display data culled from employee records; Position Reports, which display data about positions in the organization; Facility Reports, lists of offices and facilities; and Search, which enables the user to search employee records. (See [[iHRIS:Create Reports#Pre-defined_Report_Views_in_iHRIS_Manage|Pre-defined Report Views in iHRIS Manage]] for descriptions of the pre-defined reports included with iHRIS Manage.) || [[File:View_Reports.png|500px|500px]]
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| | To run a report, click its name. Most reports will initially display as a table. Change the sort order by clicking any column name. In most table reports, you can also click an employee's name, a position title or code, or a facility name to display the full record for that person, position or facility. || [[Image:Reports2.png|500px|500px]]
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| == Filtering Reports ==
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| | Under "Choose options to limit results" are filtering options to limit the data analyzed. The filters differ depending on the type of report selected. For example, some reports can be filtered by gender, so that only results for male or female health workers will be shown. Others can be filtered by geographical location or facility, to limit the analyzed data to a particular location. If no filters are selected, then the report will include all data entered in the system. Once you have selected filters and other settings for the report, click the <code>View</code> button to display the report with your selected changes. || [[Image:Reports3.png|500px|500px]]
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| == Charting Reports ==
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| | Table reports can be converted to charts. First, select the charting options by clicking <u>Options</u> under the <code>Chart</code> button. You can graph the data in pie chart, bar chart, column chart or scatter plot form. You must also select whether to chart one or two fields and which fields to display in the chart. || [[Image:Reports4.png|500px|500px]]
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| | Once the charting options are set, click the <code>Chart</code> button to display the report as a chart with the selected options. Move the mouse over the chart to display aggregated totals. Print a chart by clicking the <code>Print</code> option in the upper right corner. || [[Image:Reports5.png|500px|500px]]
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| == Exporting and Printing Reports ==
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| | Click the <code>Export</code> button to export the report data for use in Excel spreadsheets and other systems. The default is to export the data as a comma-separated values file suitable for importing into Excel. To export in tab-delimited or HTML format, click <u>Options</u> under the <code>Export</code> button. <br><br> Once you click <code>Export</code>, you will be prompted to save the file to a location on your computer. To import the data into a spreadsheet, open Excel and choose '''Get External Data'''. You must then choose the type of file you exported--comma- or tab-delimited--for Excel to display the data correctly. || [[Image:Reports6.png|500px|500px]]
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| | Finally, you can export the report as a formatted PDF file suitable for saving and printing by clicking the <code>Print</code> button. Click <u>Options</u> under the <code>Print</code> button to change the paper size and orientation. || [[Image:Reports7.png|500px|500px]]
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| {{IHRIS_Qualify_user_manual_index}}
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