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Report Management System
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Report Management System
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Features added to RMS
The following features have been added to RMS:
Added “Employee Address Label” Paginated Report
A new paginated report named “Employee Address Label’ has been added to RMS.
Report Name | Employee Address Label | |
Report Type | Paginated | |
Report Description | This report provides the addresses of employees paid within the given date range in Avery 5160 template. | |
Report Parameters | Parameters | Description |
Check Date From | Date Picker to select the Check Date from (Mandatory) | |
Check Date To | Date Picker to select the Check Date to (mandatory) | |
Employee Status | Multiselect the contact status | |
Added “Contact Address Label” Paginated Report
A new paginated report named “Contact Address Label’ has been added to RMS.
Report Name | Contact Address Label | |
Report Type | Paginated | |
Report Description | This report provides the addresses of contact in the given date range for the Avery 5160 template. | |
Report Parameters | Parameters | Description |
Check Date From | Date Picker to select the Check Date from (Required) | |
Check Date To | Date Picker to select the Check Date to (Required) | |
Contact Status | Multiselect the status of the contact. | |
Addition of Payment Reference Column:
A new Payment Reference column has been added to the Customer AR Payment Report. This enhancement allows users to easily access the reference of a payment within the report, improving the ability to track and verify payment information.
Create “Date Type” Spreadsheet report
A new spreadsheet named “Date Type” has been added to RMS. The report consist of the following details:
Report Name | Date Type | |
Report Type | Spreadsheet | |
Report Description | This report provides detailed information about various entities and their associated date types. | |
Report Parameters | Parameters | Description |
Date Type | Select the Date Type (Non-Mandatory) | |
Date From | Select the Date from and To using the Date Picker (Non-Mandatory) | |
Date To | Select the Date from Date Picker (Non-Mandatory) | |
Entity ID | Enter the ID of any entity (Non-Mandatory) | |
Entity Type | Enter the Type of entity you want to search. (Non-Mandatory) multi-select. | |
Employment History Transfer
During the employee merge process, employment history details will now be moved from the bad record to the good record. This enhancement ensures that users can access complete employment details within the good record, providing a comprehensive view of an employee's history.
Addition of Payment Date Column
A new “Payment Date” column has been added to the Cash Receipt Report. This enhancement allows users to easily access the payment date of an invoice within the report, improving the ability to track and analyze payment information.
Removal of Estimated Gross Profit Lines:
The "Estimated Gross Profit" and "Estimated Gross Profit Per hour" lines have been removed from the Audit Log Report. This update simplifies the report by excluding these specific lines, ensuring a more focused and relevant audit log for users.
Company Logo in Person resume Available [RMS]
The company logo will now be displayed at the top of a Person Resume. ‘Company Logo’ parameter is set to Show by default. However, the option is also made available at the “Show” parameter incase the users doesn’t want it seen.
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