v7 FreeBalance Help

Overview

This report shows the Establishment (Employee Position) Hierarchy.

To GENERATE this report, follow the steps below: 

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The Performance Monitoring Form Report includes the following filter criteria available for the report:

• Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Institution unit. If selected, the report will include the selected Institution unit. Refer to Instituitons  for more information.
• Employee Position -  Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit. Refer to Employee Position  for more information.

If all filter criteria are left blank, all Institutions and Employee Positions will be included in the Report, as well as the Institutions and Employee Positions 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.