In the Track Changes panel, can generate two types of reports to view the changes made to your chart:
Excel reports, for summarizing changes to a chart, and comparing different versions of a chart.
PAN (personnel action notice) to show changes made to one or more persons, and gather approval and other information from colleagues.
There are two types of comparison reports you can use to summarize the changes made to your chart:
Change Summary Report, which lists the effective changes made to the chart. Changes can be grouped by Type of Change or Employee.
Side by Side Comparison Report, which lists the changes made to the chart with both the old and new values. This report provides an overview of the data changes, and provides the opportunity to perform calculations for numeric fields in the report.
Note: You can generate a Side by Side Comparison report using Microsoft Word's Mail Merge tool. See Creating Side by Side Comparison Reports Using Mail Merge for more information.
To generate an Excel report:
1 On the Track Changes toolbar, click the Excel Report button . The Change Report dialog opens.
2 Select the Report Type you want to generate.
3 Select the options for your generated report:
For Change Summary reports, you can choose to include comments, and whether to group changes by Employee (which creates a list of employees) or Change Type (which creates a list by how the entry was altered - deleted, modified, and the like).
For Side by Side Comparison reports, you can choose to include comments, totals for numeric fields, and whether to show only changed numeric values.
4 Click the Select Fields tab.
5 From the Available fields list, click to select the fields you wish to compare, and click the Add button to add them to the Fields to compare list.
6 Click OK.
7 Browse to the location to save your report, rename it if needed, and click Save. A status bar appears, showing the progress of the report generation.
When your report has been generated, you can open it in Excel (or another CSV editor) and edit as needed.
A PAN (personnel action notice) report is a document that lists the changes made to selected personnel, along with other information, with areas for verification, comments and approval by other colleagues.
To generate a PAN report:
1 On the Track Changes toolbar, click the PAN Report button . The Personnel Action Notice dialog opens.
2 Click the Select Employees tab. From the Available Employee Records list, click to select the employees for whom you want to generate a PAN report, and click the Add button to add them to the Selected Employee Records list.
If needed, check the Show unchanged employee records box. This option prints the employee records for all employees included in your chart, including those with unchanged data.
3 Click the Configure PAN tab to configure the text and layout of the PAN report. See Configuring PAN Reports for information on using this tab.
4 Click OK.
5 Browse to the location to save your report, rename it if needed, and click Save.
When your report has been generated, it opens in your default document reader (such as Microsoft Word).
The Configure PAN tab allows you to configure your PAN report, and export or import Microsoft Word-compatible report templates.
To view the Configure PAN options, click the PAN Report button on the Track Changes toolbar, and click the Configure PAN tab. You can now modify the PAN report settings.
In the Templates info section of the Configure PAN tab, there is a list of all available transaction types (All Transactions, New Hires, Separations, Transfers, Changes or Validation) you can include in your report.
The Last Imported column shows the last date a template was applied to a report of that transaction type:
If a transaction type is using the default template, "Default" appears in the column.
Dates marked with an asterisk* have inherited a transaction from the All Transaction type.
Exporting a Template
You can export a .doc or .docx version of your report, to use with Microsoft Word.
Note: The exported report includes only the transaction type selected in the Templates info section of the tab.
To export a Microsoft Word-compatible version of the PAN report:
1 In the Configure PAN tab, click the Export button. The Save As dialog opens.
2 Browse to the location on your computer where you want to save your report.
3 In the File Name text box, type a name for your report.
4 Click Save. Your report is opened in Microsoft Word. You can now edit and save it as needed.
Importing a Template
You can upload a .doc or .docx file to use as a template for your PAN report. The imported report template is applied to the transaction type selected in the Templates info section of the tab.
Note: The imported report template is applied to the transaction type selected in the Templates info section of the tab.
To import a Microsoft Word template:
1 In the Configure PAN tab, click the Import button. The Open dialog opens.
2 Browse to the template document on your computer.
3 Click the .doc or .docx you want to import, and click Open. Note that the Last Imported date is updated for that transaction type.
4 Click OK. The Save PAN Report dialog opens.
5 Browse to the location on your computer where you want to save your report.
6 In the File Name text box, type a name for your report.
7 Click Save. The report opens in Microsoft Word.
Restoring Default Settings
You can re-apply the standard OrgPlus PAN Report settings by clicking the Restore to Default button.