Cloud Payroll - Reports : How to design report to sort by employee name: Difference between revisions

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Latest revision as of 03:57, 27 April 2020

Question : How to design report to sort by employee name for bank credit report.

Solution :

For example, Bank Credit Report.

1) Go to Reports > Payroll Report > Filter report type to Bank Credit Report . Then click on Design button.

2) Click on the Detail1

3) On the right-hand side, expand Data and expand Sort Field.

Click on + button to add new sort field.

4) Select sort by EmployeeName and set it to be sorted ascending or descending (click on arrow up/down).

5) Then you can save this report as another format. Click on the following button and then click on Save As button to save to new report name.

6) Return to preview report page and click on refresh button then you will see the new report name.

7) Select that report, filter payroll month then click on Preview.

Bank credit report now will sort by employee name.

By : Aisyah 190222, Lay Swan 190321, P190322

Updated by : Aisyah 200327, Azirah 200414, P200423

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@@ Line 3: / Line 3: @@
-<u><b>Answer :</b></u>
+<u><b>Solution :</b></u>
+For example, <b>Bank Credit Report. </b>
-)	<span style='color:red'>Preview</span> the bank credit report and click on <span style='color:red'>designer</span> button.
+)	Go to <span style='color:red'>Reports > Payroll Report > Filter report type to Bank Credit Report</span> . Then click on <span style='color:red'>Design</span> button.
-[[File:Sorting2.png]]
+[[File:Sort2_2.png | 1000px]]
 )	Click on the <span style='color:red'>Detail1</span>
-[[File:Sorting3.png]]
+[[File:Sort3_2.png | 1000px]]
@@ Line 18: / Line 20: @@
 Click on <span style='color:red'>+ button</span> to <span style='color:red'>add new sort field</span>.
-[[File:Sorting4.png]]
+[[File:Sort4.png]]
-)	Select sort by <span style='color:red'>EmployeeName</span> and set it to be sorted <span style='color:red'>ascending</span> or <span style='color:red'>descending</span>.
+)	Select sort by <span style='color:red'>EmployeeName</span> and set it to be sorted <span style='color:red'>ascending</span> or <span style='color:red'>descending</span>  (click on arrow up/down).
-[[File:Sorting5.png]]
+[[File:Sort5.png]]
 )	Then you can <span style='color:red'>save</span> this report as another format. Click on the following button and then click on <span style='color:red'>Save As</span> button to save to new report name.
-[[File:Sorting6.png]]
+[[File:Sort6.png]]
+[[File:Sort7.png]]
-)	Return to the preview report page and you will see the new report name.<br/><br/>
-<span style='color:red'>Select</span> that report, <span style='color:red'>filter payroll month</span> then click on <span style='color:red'>Preview</span>.
+)	Return to preview report page and click on refresh button then you will see the new report name.<br/><br/>
-[[File:Sorting7.png]]
+[[File:Sort8_2.png | 1000px]]
-)	Bank credit report now will sort by employee name.
+)	<span style='color:red'>Select</span> that report, <span style='color:red'>filter payroll month</span> then click on <span style='color:red'>Preview</span>.
-[[File:Sorting8.png]]
+[[File:Sort9_2.png | 1000px]]
+Bank credit report now will sort by employee name.
+[[File:Sort10.png | 800px]]
 By : Aisyah 190222, Lay Swan 190321, P190322
+<b>Updated by : Aisyah 200327, Azirah 200414, P200423</b>