v7 FreeBalance Help

The Departure Reason report is designed to generate a list of reasons for departures with the ability to request the data in various combinations for statistical purposes.

To GENERATE a Departure Reason Report, follow the steps below: 

Navigation 

The Departure Reason Report includes the following filter criteria available for the report:

- Group By - Select a Group By value from the drop-down menu

- Start Date - Start Date of the Employee Position (optional parameter) that can be selected by using the calendar icon

- To Date - To Date of the Employee Position (optional parameter) that can be selected by using the calendar icon

- To enter the Departure Reason, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Departure Reason list, then select the Departure Reason

- To enter the Institution, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Institution list, then select the Institution

- Comments - Enter comments related to the Generation of the report

- Sort By - Click the ,  ,,  icons to add and remove filter criteria to / from the selected list and click the , , ,  icons to move the items in the selected list up and down to put them in the desired order of appearance

- Sort the Departure Reason and Departure Date by the preferred ascending and descending order using the red arrow icon

If all filter criteria are left blank, all Departure Reasons, Institutions, Comments, Start Dates and To Dates will be included in the Report, as well as the Departure Reasons and Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and  icons.