User Info & Selector Sections to filter reports

Using selectors or filters to view data targeted to your needs

Each selectable report uses selectors or filters that allow report creators to view data that is targeted to their specific needs. Most selectable reports will contain two sections by which the report creator can select specific users or a group of users falling within a particular scope. In some reports, timeframes can also be selected.

User Info Section

Below is a typical User Info section from a Performance management Report and a listing of the key selectors. Textboxes allow for a free form entry of data, while dropdown boxes allow for a selection from a prepopulated list. Date related functions usually may be associated with a popup calendar (depending on web browser). Entering multiple selections will use an “AND” search, that is only conditions meeting all selected criteria will be exhibited.

• • First Name – Textbox Selector to enter user first name.
  • Middle Name – Textbox Selector to enter user middle name.
  • Last Name – Textbox Selector to enter user last name.
  • Employee ID – Textbox Selector to enter user’s employee ID.
  • Employment type – Allows for a prepopulated selection of employee type (e.g. Full Time, Part Time).
  • State – A dropdown populated with each of the fifty states
  • Any Date – Radio button selection of either All Dates or a Date Range (in conjunction with Start Date and End Date fields)
  • Start Date – A calendar popup will enable selection of the start of a date range
  • End Date – A calendar popup will enable selection of the end of a date range

 
For example: If selecting First Name = “John”, Start Date = “01/01/2015” and End Date = “12/31/2015” will provide a report for all users named “John” with specific data between “01/01/2015” and “12/31/ 2015” only. If the first name is Bob, their data will not be selected and if the data is before “01/01/2015” or after “12/31/ 2015” it will not be selected.

Selector Section

The lower section of most selectable reports is the Selector section in which the report creator can usually select among groups of users (e.g. job position) and Availability within the organization (e.g. Accounting Department). Below is a typical selector section from a Performance management Report and a listing of the key selectors.

These selectors will use an “OR” search within the selector (for example if “Manager” and “Supervisor” Job classes are selected, users who match either job class and have data will be shown, but an “AND” search between selectors (If selecting “Manager’ Job class and “Accounting Department” in the Availability tree, then the selection only applies to those who are both Managers and in the Accounting Department” 

• The Job Class, Job Code and Job Position selectors allow the creator to specify a particular job class / codes / positions or groups of job classes / job codes / job positions to include in the report. Job Class, Job Code and Job Position information is usually provided by the company’s HR system and associated with individual users and updated within the LMS as part of the User Import service which runs daily.
  • By clicking the Add button to the specific selector, the system will launch the Lookup list for the selected item in a new popup window. Here, creators will be able to search and select Job Classes, Job Codes or Job Positions which can be added one at a time or in multiple selections (by using the check box) then pressing the Add Job (Class, Code, Position) button. 
    
  • Once Job Classes, Job Codes and / or Job Positions are added they will appear in the corresponding selector textbox window. They may be removed by first highlighting the specific Job Classes, Job Codes and / or Job Positions to remove and clicking the Remove or Remove All button.
    
• Availability Selector uses a tree structure and usually represents some type of company organization chart, allows the creator to specify which parts of the organization to include in the report. The Availability tree is automatically built based upon data imported into the LMS as part of the User Import service which runs daily. The definitions are usually established as part of the initial LMS installation and deployment process (Please contact your project manager if changes to the Availability tree structure are required).

• • Multiple selections can be made by selecting multiple checkboxes.
  • The tree structure is recursive, that is, if a higher level of the tree is selected; all lower levels in the direct line will be included in the scope, as well.
  • Items can be deselected by simply clicking again to remove the checkbox.