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Client Server: Run A Configuration Report

Run a Configuration Report

1) From the Reports drop-down, select Configuration

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2) In the Options tab, select the information fields desired for the report. 

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3) In the Department Filter tab, select the desired departments. 

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4) Select Print Preview

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5) To transfer the information to Excel, select 'Send to RTF' and save it in a dedicated folder. 

6) To open this file, open a blank file in Excel and then search for the saved RTF file. 

 

Employee Report

1) Select Reports, then Employee information, then General

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2) Select the following options in the Employees tab:

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3) In the 'Selected Fields' tab, choose applicable fields with employee information, and select 'Add' to move it into the Selected Fields box. 

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4) Go to Print Preview to view the information. 

5) To transfer the information to Excel, select 'Send to RTF' and save it in a dedicated folder. 

6) To open this file, open a blank file in Excel and then search for the saved RTF file. 

 

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