Running the Workforce Count Reports

You run the Workforce Count Report and the Workforce Count Report (Spread Sheet Version) from the Submit Request window.

arrow icon   To run the workforce count reports:

  1. In the Name field, select either the Workforce Count Report or the Workforce Count Report (Spread Sheet Version). Choose the spreadsheet version if you want to open the report in a spreadsheet format.

  2. Enter the Parameters field to open the Parameters window.

  3. Set the date from which the report begins to search.

  4. Set the date until which the report searches.

    Note: The Start Date and End Date you specify must fall within one version of the organization hierarchy on which you want to report.

  5. Select the organization hierarchy on which you want to report.

  6. Enter the top organization.

  7. Select the roll up. If yes, all organization values will be rolled up to the parent organization.

  8. Select the budget type for the report.

  9. Select yes, if you want to include the top organization entered at step 6.

    If you set the Top Organization parameter to yes, headcount information for the top organization is included in a separate row in the report.

  10. Select the assignment type to include in the report.

  11. Choose the OK button.

  12. Choose the Submit button to run the report.

    The reports display headcount information for the parent organization and all the organizations below it in the organization hierarchy. You can choose to run the Workforce Count Report for an entire hierarchy, or from a selected parent organization within the hierarchy.