Adding Custom Reports

– Administrator function –

Any custom reports you create can be added to the Reports list in Cority so users can access them. For information about setting up a custom report, refer to the Cority System Guide.

To add a custom report to the Reports list:

  1. In the Administrator menu, click Custom Reports.

  2. Click New.

  3. Follow the instructions at the top of the form to define the parameters that you want to appear when a user selects this report.

  4. If you included the Multiple Job Position Supervisor filter, you can enable the Multiple Job Position Filter so that such supervisors can only see active records (that is, they cannot see records for employees who are no longer working for them).

  5. When you have completed all relevant fields, click Save.

The report appears in the Reports list, associated with the module selected. For more information, see Generating Standard Reports.