v7 FreeBalance Help

The Position Report is designed to generate all position records in the organization.

To GENERATE the Open Position Report, follow the steps below:

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The Position Report includes the following filter criteria available for the report:

• Active: If checked, the position is available.
• Category: The Category (optional) can be selected using the Lookup icon , and Find icon  to retrieve the Category. Refer to Position Category for more information.
• Position: The Position (optional) can be selected using the Lookup icon , and Find icon  to retrieve the Position. Refer to Generic Position for more information.
• Report To: Report to (optional) can be selected using the Lookup icon , and Find icon  to retrieve the reporting destination. Refer to Generic Position for more information.
• Comments: Enter any additional information about the position if required.
• Group By: Select a Group By value from the drop-down menu.
• Report Type: Select a Report Type value from the drop-down menu.

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