This document provides an overview and agenda for a custom reporting training. It describes how to create custom reports by adding fields, charts, filters, and customizing styles. Administrators can create and save custom reports with various export options. Upcoming webinars on new features and compliance topics are also advertised.

1. Custom Reporting
Training
For internal use only

2. Agenda
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•
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Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
2

3. Agenda
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•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
3

4. Features
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•
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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 CSV
o PDF
o Excel
o Word
o Rich Text Format
o XML
o Open Office
For internal use only
4

5. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
5

6. Getting To Custom Reporting
For internal use only
6

7. Getting To Custom Reporting
For internal use only
7

8. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
8

9. Layout Familiarity
For internal use only
9

10. Layout Familiarity
For internal use only
10

11. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
11

12. Creating Custom Report
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Data Sources
Fields
Summary
Charts
Filters
Report Style
For internal use only
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13. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
13

14. Creating Custom Report Fields
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First select the Data Source
o Defines what you want to report off of
For internal use only
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15. Creating Custom Report Fields
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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
For internal use only
15

16. Creating Custom Report Fields
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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
For internal use only
16

17. Creating Custom Report Fields
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Numeric Fields
o Do calculations using the A
checkbox such as
addition, subtraction, division, multipli
cation
o Other functions




Count
Maximum
Minimum
Group
For internal use only
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18. Creating Custom Report Fields
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String Fields
o Concatenate (combine fields) using
the A checkbox
o Other functions




Count
Maximum
Minimum
Group
For internal use only
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19. Creating Custom Report Fields
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Date Fields
o Many different options under function
o 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
For internal use only
19

20. Creating Custom Report Fields
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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
For internal use only
20

21. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
21

22. Creating Custom Report Charts
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•
For internal use only
Can add up to two charts to a report
Many different chart types
o Trend
o Pie
o Plot
o Bar
o Funnel
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23. Creating Custom Report Charts
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For internal use only
Trend chart allows you to plot values
against dates
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24. Creating Custom Report Charts
For internal use only
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25. Creating Custom Report Charts
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Pie chart
o Show as 3D
o Show as regular Pie chart or Donut chart
o Explode largest slice
o Combine the lowest percentage (defined by
you)
For internal use only
25

26. Creating Custom Report Charts
For internal use only
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27. Creating Custom Report Charts
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Plot
o Can leave as a plot or connect to make
a line
For internal use only
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28. Creating Custom Report Charts
For internal use only
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29. Creating Custom Report Charts
•
For internal use only
Bar Graph
o Optional to include a line
o Change to a horizontal graph
o Show a pareto
o Stack values
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30. Creating Custom Report Charts
For internal use only
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31. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
31

32. Creating Custom Report Filters
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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
For internal use only
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33. Agenda
•
•
•
•
•
Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
33

34. Creating Custom Report Styles
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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
For internal use only
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35. Creating Custom Report Filters
For internal use only
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36. Upcoming 6.2 Training
• 6.2 Schedule Module Enhancements Training
Webinar
o May 23: 10:00 am cdt
o Register at
http://www2.epaysystems.com/scheduling
Call Support at 877-800-3729
For internal use only
36

37. Upcoming Education
Compliance 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
For internal use only
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38. 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/customersocial-media-contest/
Connect with EPAY:
o LinkedIn – follow our company
page at EPAY Systems
o Twitter -- @EPAYsystems
For internal use only
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39. For internal use only
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