Belina PayrollHR includes a function that allows you to print, email or save various reports in Excel, Word or PDF format.
To setup the 'Standard Reports' function:
•Go to the 'View', then 'Standard Reports' menu options
•Use the 'Defaults' button if you are setting up a number of reports it will be useful to set up some default values to come through automatically
Tick to have the report immediately print to printer |
|
Tick to have the report immediately emailed |
|
Email format |
Use the dropdown menu to select 'PDF', 'Spreadsheet' or 'Word' format for the Emailed report |
Email Address |
Enter the email address/es to which the reports are to be emailed |
Save to File |
Tick whether to have the report saved to file |
File Format |
Use the dropdown menu to select 'PDF', 'Spreadsheet' or 'Word' format for the saved report |
Destination Folder |
Use the elipsis button to select the destination folder into which saved reports are to be filed |
To add a report to the Standard Reports listing:
•Press the 'Insert' button to add a new report
•A list of available reports is displayed
•Click in the checkboxes to add new reports to the list, these will come through already setup with the default values recorded in the steps above.
•Press the 'Change' button to change/ update the default values that came through automatically
To print all the reports that have been setup simply press 'Process.
This will:
•Print the number of copies required,
•email the reports in the format selected to the various recipients
•export the reports in the format selected to the location specified.