millennium 3 report writer - mpay software add l hdd values together millennium 3 report writer 17....

Millennium 3 Report WriterMillennium 3 Report Writer

Creating a New Report

Bridget McCreaSenior Support Representative

Dennis P. DonohueDirector of Client Services

MPAY, [email protected] ext. 400

MPAY, [email protected] ext. 291

M3 Report WriterM3 Report Writer2008 User Conference

Powerful internal report writer

Can be used for most of your reporting needs

Access to almost all the data in M3Access to almost all the data in M3

Can display current, MTD, QTD, and YTD values for any code or code group

Can easily create most types of output filesy yp p

Millennium 3 Report Writer 2

Writing a ReportWriting a Report2008 User Conference

Six Steps to Creating a Report:Step 1 — Create a blank report

Step 2 — Enter a title

Step 3 — Select the report type

Step 4— Enter the needed fieldsStep 4 — Enter the needed fields

Step 5 — Setup filters

Step 6 — Create groups/sorts


Step 1 Step 1 –– Create a Blank ReportCreate a Blank Report2008 User Conference

To create a new report, do the following:Go to the reporting area in M3

Right‐click inside the list of reports and selectNew > Millennium Report Writer

A new report appears in the list

Right‐click on the new report and select Edit Report


Step 2 Step 2 –– Enter a TitleEnter a Title2008 User Conference

On the Setup tab, enter text in the Report Title (and l b l ) f ldoptional Sub Title) field

The title will be displayed in the list of available reports


Step 3 Step 3 –– Select the Report TypeSelect the Report Type2008 User Conference

The report type determines what M3 will display as the detail items on your reportas the detail items on your reportMillennium will show one line per detail item

“For example, if you choose the “Employee List” report type, Millennium displays one line per employee


Step 3 Step 3 –– Select the Report TypeSelect the Report Type (cont)(cont)

2008 User Conference

Controls the report data to which you have accessYou’ll be allowed to use all data for the items you select and all items above it

Each report type will select the database tables relevant to that report type




For example, if the report is based on “Employee Taxes” you will have access to employee taxes

C

Taxes , you will have access to employee taxes, employee, and company information

Company

EmployeesDeduction

SetupEarnings

SetupTax

Setup

EmployeeTaxes

EmployeeFringe

EmployeePaychecks




Some of the types that you will use frequently are:Company List

Display basic company setup information

Employee ListDisplay basic employee information

Employee PaychecksDisplay check register style information

Employee RatesDisplay information about employee rates of pay




The default report type is Employee List

If you wish to change it, select the correct report type for your report, and press the Reset Field Selection Treebutton to update the list of available fieldsbutton to update the list of available fields


Step 4 Step 4 –– Enter Report FieldsEnter Report Fields2008 User Conference

Select the Fields tab in the report writer and enter all of the items you want displayed on your reportp y y pEach “field” creates a column in your report


Step 4 Step 4 –– Enter Report Fields Enter Report Fields (cont)(cont)


You can enter several (4) different types of data into the fields columnfields column.

(Static fields, Data fields, Simple formulas, Special Payroll formulas)

Fixed or Static ValuesFixed or Static ValuesIf you need a fixed value to appear on your report simply enter that value in the fields column.• The value must be enclosed in quotes.

This can be used for entering a plan ID or record identifier onto a 401k output file.Examples:• “100”• “ML71”


• “DOG”



Example of a Fixed (or Static) Field:




Data FieldsData FieldsYou can enter values from your database by selecting them from the list of available fields.The list will show different tables based on the Report Type that you selected.on the Report Type that you selected.




To add a particular value to theTo add a particular value to the report, double‐click on it or click the Add button.Special sections for current pay information & M/Q/YTD pay information are located under theee {Employee Fields} list.




Use this field to display current deduction amount.

Use this field to display the current hours or dollar amounts associated with a specific earning code.

Use this to display current tax amounts, taxable wages or capped wagestaxable wages, or capped wages.




Special Payroll FormulasRW allows you to enter a formula in place of a fieldUsed to provide special text formatting or can be used

dd l hto add values together




For example, the following formula is used to display the employees name in the format last, first:p y ,ee.lastName + “, “ + ee.firstName

The following formula will add the current regular and overtime earnings together:overtime earnings together:ee.Current("E","Reg").amount + ee.Current("E","OT").amount




Special Payroll Formulas can use most VB ffunctions

Text Formatting FunctionsDisplay only the first letter of the middle name

Left( ee.middlename,1)

Display checkbox values as “Y” or “No”

replace (replace(ee.owner, "1", "Y"), "0", "N")




Date Formatting FunctionsCh d t f t f 01/03/2006 t J 3 2006Change date format from 01/03/2006 to January 3, 2006

Monthname (Month(ee.hiredate), False) + " " + Cstr(Day(ee.hiredate)) + ", " + Cstr(Year(ee.hiredate))

Math FunctionsDi id b ifi # (10)Divide a rate by a specific # (10)

EDed.rate / 10


Step 4 Step 4 –– Formatting FeaturesFormatting Features2008 User Conference

HeadingThe heading that will appear at the top of each data column on the report. This will automatically populate when using the field selection tool. Modify as needed.

Len

(Length) – use to specify the number of characters to display for each column. This will automatically populate when using the field selection tool. Modify as needed. Note: If the value is changed or left at zero, the column will not display on the report.

DecSpecify the number of decimal places to display for number fields such as rate and pay amounts.

L/RUse to select text justification.

L/RL=column will align on the left. R=column will align on the right.

FillThis field is used to enter a character that will be used to fill in any extra space in the field.

Show 0Controls how number fields are displayed when the value is 0.

If the box is checked, zeros are displayed.


Step 4 Step 4 –– Formatting Features Formatting Features (cont)(cont)


Total This setting is used to specify which number fields are included in subtotals and in report totals. If the box is checked, the field will be displayed on the total lines.

No (Punct) This field is used to remove all punctuation from the field before it is displayed. Especially helpful for removing dashes from SSNs and phone numbers.

No (periods) This field will remove all decimal points/periods from fields if checked.No (periods)

No (commas) This field will remove all commas from fields if checked.

Overpunch This setting is used to convert number fields to an overpunch format. The overpunch format replaces the last digit in a field with a character that is based on the value of the last digit and on the sign (positive or negative) of the number.

Uppercase This setting will convert the field to uppercase if checked.


Step 4 Step 4 –– Enter Report FieldsEnter Report Fields (cont)(cont)


Not all formatting options will work for every output destinationoutput destination

L/ Show Upper

FORMAT Field Heading Length Decimal R Fill Zeroes Total No Punct No Periods No Commas Overpunch case

CSV Y N Y Y Y Y Y N Y Y Y Y Y

PDF Y Y Y* Y Y N Y Y** Y Y Y N Y

PNF(same as PDF) Y Y Y* Y Y N Y Y** Y Y Y N Y)

TSV Y N Y Y Y Y Y N Y Y Y Y Y

TXT Y N Y Y Y Y Y N Y Y Y Y Y

* In measurement, not characters** Subtotals as well


Step 5 Step 5 –– Setting FiltersSetting Filters2008 User Conference

Filters are used to control the data that is displayed on the reportdisplayed on the report

The filter types you can create are based on the yp yReport type selected

The most common filtering error occurs when the filter is entered on the wrong tab


Step 5 Step 5 –– Setting Filters Setting Filters (cont)(cont)


For example:You are creating an Employee Direct Deposit typeYou are creating an Employee Direct Deposit type report.You are given the ability to create Company Filters, E l Fil d Di D FilEmployee Filters, and DirDep Filters:




All filters are created the same way regardless of the type of filter you are creatingthe type of filter you are creating

Filters have 4 partsFilters have 4 partsFieldCompValueAnd/OR




FieldThis is a field from the database

CompThis is used to specify how the Field is compared to the value

ValueValueThis is the value that is being compared to the database field

And/ORThis is used if you have multiple filters If you use AND, all of the filter conditions must be met for the data to displayIf you use OR, any one of the filter conditions must be met for the data to displayAND filters must be used before OR filters


Company Filter ExamplesCompany Filter Examples2008 User Conference

Shows all companies, except ABC:

h l l dShows only companies located in MA or CA:


Employee Filter ExamplesEmployee Filter Examples2008 User Conference

Shows all Active and Full time employeestime employees

Shows all employees inShows all employees in cc1=100 or 200

Shows all Active employees located in cc1=100 or 200


Step 5 Step 5 –– Setting FiltersSetting Filters (cont)(cont)


Pressing the Advanced link allows you to edit the filter free‐formYou can directly edit the filter and make it as complex as you wishOnce you go into Advanced you must delete the filterOnce you go into Advanced, you must delete the filter before you can go back into the normal filtering mode


Step 6 Step 6 –– Create Groups/SortsCreate Groups/Sorts2008 User Conference

The sorts table is used to create groups with b l ll l h d fsubtotals as well as to control the sort order of

data within a groupSorting is based on the first field entered, then the second, and so on for all fields specified

To create groups and sorts, simple add the field from the field selection tree or type it in


Sorting ExamplesSorting Examples2008 User Conference

Sorted by Employee State

A record count is displayed after each state

You can add page breaks using the Break After and Break Before check boxesAfter and Break Before check boxes


Sorting Examples Sorting Examples (cont)(cont)


Adding page breaks would result in a 5‐page report: one for each branch and a “Total” pagereport: one for each branch and a Total page

Sorted by Employee ID and subtotals by yBranch (ee.cc1)


Report OrientationReport Orientation2008 User Conference

To control the report orientation (landscape vs. portrait), right‐click on the report from one of the Reporting areas of M3, select Properties, and click on the Print Options tab.


Output OptionsOutput Options2008 User Conference

Right‐click on the report, select Properties, and select the Output tab.

S l t th i tSelect the appropriate Destination option if you wish to create a file or e‐mail the report.

If you choose the E‐mailoption, simply enter the recipient’s e‐mail address.

When creating a file, be sure the specified directory is available to your process server. If you use a specific file name, that file will be overwritten each time the report is run.


M3 Report WriterM3 Report Writer2008 User Conference

RW cannot be used if you need data from 2 “sister” tables on the same report; for example:tables on the same report; for example:

Employee Fringe AND Employee Tax Setup

Company Earning Setup AND Company Deduction Setup

Company EE’s

Employee Tax SetupCompany Deduction Setup

DeductionsSetup

EarningsSetup

Tax Setup EEPaychecks

EETaxes

EE Fringe


M3 Report Writer M3 Report Writer (cont)(cont)


M3 Report can not:Create “fancy” formatting

Boxes, shading, fonts, color, etc.

R i f iReport on system setup informationReport on individual pay detail (EPayHistDetail) itemsitems.Labor Distribution reporting is not availableChange marginsChange margins


Other Points of InterestOther Points of Interest

Use Code Groups instead of lengthy formulas.


Use taxable wage values to calculate employer tax amounts.

When adding text fields, always enter a Len value (b th d f lt i )(because the default is zero).


Other Points of Interest Other Points of Interest (cont)(cont)

Column headers comply to the Len value and will tr ncate if longer than the Len al e


truncate if longer than the Len value.

Preview the report as you build it. Adjust your setup as necessary.

You can remove the column headers as necessary.


Review: Order of SetupReview: Order of Setup

Choose report type (What type of report do I need?)


need?)

Add desired data fields > Preview > AdjustEnsure all necessary data in included and formatted correctly.

Use formulas to merge names, address, amount fields.

Landscape / Portrait

Add Sort options > Preview > AdjustIs report in the proper order?p p p


Review: Order of Setup Review: Order of Setup (cont)(cont)

Add Eject Options > Preview > Adjust2008 User Conference

One recipient or many?

Add Filtering Options > Preview > AdjustDoes the report include too many employees?

Export or PrintExport or PrintRight click report and review Output tab.


Additional InformationAdditional Information

Knowledge Base Article 753 is a centralized f ll h


repository for all things Report Writer.

Topics range from “Report Writer 101” through p g p gAdvanced Topics and Troubleshooting.

C t i i ifi t t f l f d dContains a significant set of examples of advanced file formatting options. This section is very helpful h b ildi t fil f twhen building export files formats.



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millennium 3 report writer - mpay software add l hdd values together millennium 3 report writer 17....

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