CREATING A PAYROLL LOANS REPORT Course 2011004. P AYROLL L OANS R EPORT Getting started

CREATING A PAYROLL LOANS REPORT

Course 2011004

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TGetting started

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TGive the report a name

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TStart building the report by clicking on the SQL button

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TNow select Build SQL

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TSelect the tables that you want on the right, and drag them onto the main area

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TLink the location and employee code by clicking on one field, holding down the mouse, and dragging to the matching field

Double click on each link to choose link type

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TChoose extra fields and tables, and any conditions you need on the data. See it build up the expression for you at the bottom

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• Click on File | Exit

• Say Yes, to Paste in SQL

• Click on View SQL

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TWe need to format this information. Look at the dates and the amounts in particular.

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• Close the report

• Copy the SQL statement • select • copy it with Ctrl-C• past it into a Word document,

as an insurance in case you stuff up the next step

• Click on Build SQL

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TThis is the data, formatted

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The functions used were:

• Trim to get rid of spaces• AccessDate to format the date properly• CDbl to convert the test number into a number we can manipulate

We also used Alias names to make our data more understandable

We put on conditions:

• Record transaction type not “S” as we don’t want our standard pays showing

• Transaction type not “B” (banking) or “T” (Tax)

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TClick on Save, then on the Fields button

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TDrag and drop your fields onto the detail line

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TChoose the design button, then drag and drop labels above all your columns

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TDouble click on each heading, type in what you want, and then format each heading

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If we want to drill down to the employee masterfile from a gadget, we need to add this to the employee code heading:

Code<Employee=FullCode>

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TClick on the Reports Properties button and select for this to be a Dashboard Gadget. Then OK, Save and close the report.

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TSign on to Attaché as Supervisor, click on the My Accounts Tab. Select the yellow screw to choose a gadget.

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TSelect the gadget that was just created.

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TType in a caption, save, then close the gadget properties box.

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TType in a caption, save, then close the gadget properties box.

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TRight click on the gadget bar, and select Full Screen View.

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Not so hard to do after all!