1. In the Human Resources menu, click Advanced Report.

This navigates to the Advanced Reports screen, where a User search module displays along with More Search Options, as well as a list of available user tabs that can be opened to display the categorized user fields.

2. Enter the employee's name, user ID number, or EIN in the User Search text box.

3. Click More Search Options to use the options that will define a specific subset of users for the Advanced Report. The More Search Options button allows you to specify who you need to pull into the report.

a. As shown in the image, select Name, Username & Profile to define the employees by name, username, and/or profile. You can also select from User Fields.

In the search shown, only employees who have the Teacher Profile will be pulled into the report.

b. Click the More Search Options pull-down to select as many search filters as needed. In the example shown, W4 Information > W4 Status has also been selected.

c. To remove a filter, click the black minus sign (delete button).

d. Some filters will allow you to duplicate the data. Click the black plus sign(add on) to duplicate the filter and filter by different data.

4. Click the floppy disk save icon to save the search including all filters so you can easily run the search again.

a. In the pop-up window, enter the name of the search, then click OK to save.

b. Once saved, the name of the saved search displays in the top right corner. Click the trash can icon to delete the saved search.

c. If you have applied changes to the search, click the floppy disk save icon to either save a new search or override the existing search parameters.

i. If saving new parameters, update the name of the search, then click Save Copy to save the search as a new search. Click Save & Overwrite to overwrite the original search parameters and overwrite the saved search.

All saved searches display in the More Search Options pull-down in Saved Searches.

5. In the User Search, to use the original search screen, click Use Legacy Search.

6. Select the Include Parents check box to include parent profiles in your search.

7. Select the Include Inactive check box to include users who do not have an active enrollment record.

8. Select the Only Show Most Recent Enrollment check box for the most recent enrollment determined by start date, then end date, and finally by user_enrollment id. When this option is selected:

• A new user with no profiles assigned (enrolled) at all will not display because there is no enrollment to show.
• If a user has multiple profiles at one school, it will return the most recent enrollment at that school (there will be one record row for that user).
• If a user has profiles at multiple schools, it will return the most recent enrollment at each school (there will be one record row for that user at each school).

9. Click Hide Filters to hide all the filters including hard-coded filters such as Search All Schools, and added filters such as Test History from the screen. Clicking Hide Filters will not delete the application of the filters when your search is conducted, it only hides them from the screen.

a. Click Show Filters to displays all filters again.

All of the tabs located on the Employee screen are listed in the Available Fields section. Per each category/screen, there is a pull-down, which contains all corresponding fields. Note: The Available Felids listed are based on Profile permissions; therefore, the options may vary.

10. Upon locating the fields/information you’d like to display in your report, you can drag and drop any of the blue boxes into the Fields to include in Report section. You also have the option to simply click on the green plus sign in order to add the field.

11. Select as many fields as you would like displayed in your report. Once all fields have been selected, you can rearrange the fields to determine how the information will be displayed in the generated report by dragging and dropping. You also have the ability to delete any selections made by clicking on the red X.

12. Click Run Report when all of the parameters have been set to run the Advanced Report.

1. Once the report has been run, click Modify Report at the top left of the screen to return to the previous screen and modify the parameters of the Advanced Report.

2. If you’ve selected employee names to display in your report, click on the user to open the Employee screen in a new tab.

3. The results of an Advanced Report can be filtered to display a specific set of data from the results when you click the Filter button to the right of the screen.

a. The field columns in the report will appear as options in the Filter Rules pull-down. To filter the Advanced Reports results, select the field, condition, and criteria by which to filter. In the example shown, the report is being filtered by employees' whose experience length is less or equal to two years.

b. Click Add Rule to add another filter rule.

c. Filter Rules can be deleted by clicking the corresponding Remove button to the left of the Rule.

d. Once the Filter Rules have been set, click the Run Filter button to filter the report results.

e. All Filter Rules can be cleared by clicking the Clear Rules button.

4. Click Only Display Records with Errors to view all data errors found within the results.

Notice that a red box marks errors. These errors can be corrected directly from the Advanced Report screen. All fields underlined in blue or containing a calendar icon can be modified.

a. When finished click Save to update any corrected data and/or select Show All Records, which takes the place of the Only Show Records with Errors button.

5. The Include users without log records in '{$field_name}' check box only displays when a logging field is included on the report. When selected, all users who match the search results will display, regardless of whether or not they have a log record. If this check box is left cleared, only users who have a log record will display in the report. To apply changes once the check box is selected, click Go.

6. You can also use the Search text box to find any kind of information that is housed with the report. Since W4 Status was pulled into this report, you could search for a specific status, such as Married. Type directly into the Search text box then press Enter.

1. To save the report, click Create Report at the bottom of the screen.

2. Clicking Create Report navigates to the Saved Reports screen where you can title and save the report. Enter a Report Title, and click OK.

3. As explained, once the report is saved, it will be accessible from the Reports menu where you can run it at any time. As shown in the image, you can click directly on the report under My Reports or click on Saved Reports to edit the report and run it from this screen. You can also publish the report for other users from the Saved Reports screen.

4. From the Saved Reports screen, you can Run the report or Delete the report.

To publish the report, select the Profiles that should have access from the Allowed Profiles pull-down. This information will save automatically. Note: The option to publish is based on profile permissions.

5. To view all reports that have been published and made accessible to you by other users, click on the Published Reports tab. Note: Depending on your profile permissions, you may or may not be able to edit Published Reports data.

6. To make changes to a saved report, run the report, then click Modify Report. Make any necessary changes and click Run Report.

To save changes, select the Create Report button.

a. To save the report with changes made in place of the original report, select Save & Overwrite.

To keep the original report as is and save the change as a new report, select Save as New Report Instead.

Click Cancel to exit and return to the advanced report.

Use the Filter text box located at the top of each pull-down for a quick search. Begin typing the name or number of the desired field.

To export data to an Excel spreadsheet, click on the floppy disk icon.

Click the headers to sort data. Click once for ascending results; click twice for descending results. In the image shown, results have been sorted by clicking on Last, First M once; therefore, the listed users start with A.

To make the report full screen, click on the expansion icon (four arrows) next to the Search text box. Once in full screen mode, click the icon again to exit full screen.

To export report data to an Excel spreadsheet, click on the Excel icon in the Export section.

To print data, click on the Printer icon in the Export section.

Click Filters to further breakdown data.

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for more filtering options.