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Custom Reporting Training
For internal use only 2
Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Create a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 3
Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Create a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 4
Features
• Available to Administrators only for this release• Ability to create custom reports and save for later use• Create custom charts, calculations, filters, styles, etc…• Export out to:
o CSVo PDFo Excelo Wordo Rich Text Formato XMLo Open Office
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Create a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 6
Getting To Custom Reporting
For internal use only 7
Getting To Custom Reporting
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Create a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 9
Layout Familiarity
For internal use only 10
Layout Familiarity
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Creating a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 12
Creating Custom Report
• Data Sources• Fields• Summary• Charts• Filters• Report Style
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Creating a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 14
Creating Custom Report - Fields
• First select the Data Source o Defines what you want to report off of
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Creating Custom Report - Fields
• It’s time to define fields• Depending on the field type, will allow you different options• Fields can be grouped together
o VG = Visual Grouping which will separate the data out to different tables
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Creating Custom Report - Fields
• Sort defines the sort order• A defines which type of calculation will occur with the previous
field• Function defines how to group, sum, counts, minimum, maximum• Format defines how to display the information depending on the
field type• Move fields around to arrange the order by drag-n-drop
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Creating Custom Report - Fields
• Numeric Fieldso Do calculations using the A
checkbox such as addition, subtraction, division, multiplication
o Other functions Count Maximum Minimum Group
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Creating Custom Report - Fields
• String Fieldso Concatenate (combine fields)
using the A checkboxo Other functions
Count Maximum Minimum Group
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Creating Custom Report - Fields
• Date Fieldso Many different options under functiono Calculations
Count Minimum Maximum Number of Days Old Average of how many Days Old Total the number of Days Old
o Grouping can be done in many different ways By Day By Month Name (abbreviated version as well By Day of Week By Date By Year & Month (abbreviated version as well) By Week By Year & Quarter
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Creating Custom Report - Fields
• The fields section can include pivot tables• Additional fields can be added to the pivot table
by selecting the insert row• Pivot tables can also calculate totals for sub totals
at the bottom of the report and side totals to the right of the report
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Creating a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 22
Creating Custom Report - Charts
• Can add up to two charts to a report• Many different chart types
o Trendo Pieo Ploto Baro Funnel
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Creating Custom Report - Charts
• Trend chart allows you to plot values against dates
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Creating Custom Report - Charts
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Creating Custom Report - Charts
• Pie charto Show as 3Do Show as regular Pie chart or Donut
charto Explode largest sliceo Combine the lowest percentage
(defined by you)
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Creating Custom Report - Charts
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Creating Custom Report - Charts
• Ploto Can leave as a plot or connect to
make a line
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Creating Custom Report - Charts
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Creating Custom Report - Charts
• Bar Grapho Optional to include a lineo Change to a horizontal grapho Show a paretoo Stack values
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Creating Custom Report - Charts
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Creating a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 32
Creating Custom Report - Filters
• Create filters to remove unwanted information for the data set• Variety of types of filters• Dates can be filtered by date ranges• Also can include conditional filter logic
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Agenda
• Features• Getting to Custom Reporting• Layout Familiarity• Creating a Custom Report
o Adding Fieldso Adding Chartso Adding Filterso Changing Report Style
• Upcoming Webinars
For internal use only 34
Creating Custom Report - Styles
• Let the report be formatted with your color scheme
• Change the order of the charts, tables, etc…• Change page layout • Change the visual group style• Change the number of records per page
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Creating Custom Report - Filters
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Upcoming 6.2 Training
• 6.2 Schedule Module Enhancements Training Webinaro May 23: 10:00 am cdto Register at
http://www2.epaysystems.com/scheduling
Call Support at 877-800-3729
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Upcoming EducationCompliance Webinar Series with Seyfarth Shaw LLP
• Preparing for the Affordable Care Act (ObamaCare). May 22: 12:00 cst
• Reduce Costs with Pay Cards. June 19: 10:00cst
• California Wage & Hour Labor Law--Avoiding Common Pitfalls with a Distributed Workforce. June 26: 12:00 cst
• How to Avoid Costly Wage & Hour Pitfalls for Healthcare Employers with a Distributed Workforce. Sept 25: 12:00 cst
• How to Avoid Costly Wage & Hour Pitfalls for Employers in the Hospitality Industry. Nov 6: 12:00 cst
Register at www.EPAYsystems.com
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Customer Follow Contest!
• Follow what is going on at EPAY Systems on Twitter and/or LinkedIn and be entered for a chance to win a new iPad Mini!
• Learn more at http://www.epaysystems.com/customer-social-media-contest/
Connect with EPAY:o LinkedIn – follow our company page at
EPAY Systemso Twitter -- @EPAYsystems
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