CREATING A PAYROLL LOANS REPORT Course

P AYROLL L OANS R EPORT Getting started

P AYROLL C OST C ENTRE R EPORT Give the report a name

P AYROLL C OST C ENTRE R EPORT Start building the report by clicking on the SQL button

P AYROLL C OST C ENTRE R EPORT Now select Build SQL

P AYROLL C OST C ENTRE R EPORT Select the tables that you want on the right, and drag them onto the main area

P AYROLL C OST C ENTRE R EPORT Link the location and employee code by clicking on one field, holding down the mouse, and dragging to the matching field Double click on each link to choose link type

P AYROLL C OST C ENTRE R EPORT Choose extra fields and tables, and any conditions you need on the data. See it build up the expression for you at the bottom

P AYROLL C OST C ENTRE R EPORT Click on File | Exit Say Yes, to Paste in SQL Click on View SQL Click on File | Exit Say Yes, to Paste in SQL Click on View SQL

P AYROLL C OST C ENTRE R EPORT We need to format this information. Look at the dates and the amounts in particular.

P AYROLL C OST C ENTRE R EPORT Close the report Copy the SQL statement select copy it with Ctrl-C past it into a Word document, as an insurance in case you stuff up the next step Click on Build SQL Close the report Copy the SQL statement select copy it with Ctrl-C past it into a Word document, as an insurance in case you stuff up the next step Click on Build SQL

P AYROLL C OST C ENTRE R EPORT This is the data, formatted

P AYROLL C OST C ENTRE R EPORT The functions used were: Trim to get rid of spaces AccessDate to format the date properly CDbl to convert the test number into a number we can manipulate We also used Alias names to make our data more understandable We put on conditions: Record transaction type not “S” as we don’t want our standard pays showing Transaction type not “B” (banking) or “T” (Tax) The functions used were: Trim to get rid of spaces AccessDate to format the date properly CDbl to convert the test number into a number we can manipulate We also used Alias names to make our data more understandable We put on conditions: Record transaction type not “S” as we don’t want our standard pays showing Transaction type not “B” (banking) or “T” (Tax)

P AYROLL C OST C ENTRE R EPORT Click on Save, then on the Fields button

P AYROLL C OST C ENTRE R EPORT Drag and drop your fields onto the detail line

P AYROLL C OST C ENTRE R EPORT Choose the design button, then drag and drop labels above all your columns

P AYROLL C OST C ENTRE R EPORT Double click on each heading, type in what you want, and then format each heading

P AYROLL C OST C ENTRE R EPORT If we want to drill down to the employee masterfile from a gadget, we need to add this to the employee code heading: Code If we want to drill down to the employee masterfile from a gadget, we need to add this to the employee code heading: Code

P AYROLL C OST C ENTRE R EPORT Click on the Reports Properties button and select for this to be a Dashboard Gadget. Then OK, Save and close the report.

P AYROLL C OST C ENTRE R EPORT Sign on to Attaché as Supervisor, click on the My Accounts Tab. Select the yellow screw to choose a gadget.

P AYROLL C OST C ENTRE R EPORT Select the gadget that was just created.

P AYROLL C OST C ENTRE R EPORT Type in a caption, save, then close the gadget properties box.

P AYROLL C OST C ENTRE R EPORT Type in a caption, save, then close the gadget properties box.

P AYROLL C OST C ENTRE R EPORT Right click on the gadget bar, and select Full Screen View.

P AYROLL C OST C ENTRE R EPORT Not so hard to do after all!