Reports Preferences

Create Preferences

User can create and edit Preferences to modify the way reports are structured and displayed.

Steps to Create Preferences

Step 1: Navigate to the Reports Section

1. Log in to MSS Web.
   
2. In the left sidebar menu, click on Reports to access the Report Center.
   
3. In the Report Center, expand the relevant category (e.g., Time and Attendance).
   
4. Click on the desired report type, such as Pay Period Summary.
   

Step2: Access the Preferences Section

1. Goto the Preferences section as highlighted in the below screenshot.
   
2. The default preference is labeled as Original.
   
   
   

   

   
   

Step 3: Customize the Preferences: Modify any of the following settings:

• • Grouping Options: Add or delete Group (e.g., Department, Employee, Grand Totals).
    
  • Show Fields: Choose to display specific data fields.
    
  • Time Category Group: Define which categories of time to include.
    
  • Exclude Time Category Group: Remove unwanted categories from the total.
    

Step 4: Create Preference

Once all modifications are made, click the “+” button next to the original preference name.

Step 5: Save Preference
On the dialog, provide a new preference name and user can toggle the options- Set as default and Shared. Click on “Save” to save a new preference.

NOTE:

1. User can make changes to Original preference to export the report. However, user cannot edit/save the settings of original preference.
   
2. Options under Preferences section are completely depending on the selection of the report type. Each report type has their own set of options under preferences.
   
3. When “Set as Default” toggle is enabled while saving a new preference, a newly created preference will be selected for the preferred report by-default. Otherwise, Original will be the default one.
   

Edit Preference

Step 1: Navigate to the Reports Section

1. Log in to MSS Web.
   
2. In the left sidebar menu, click on Reports to access the Report Center.
   
3. In the Report Center, expand the relevant category (e.g., Time and Attendance).
   
4. Click on the desired report type, such as Pay Period Summary.
   

Step2: Access the Preferences Section

1. Goto the Preferences section as highlighted in the below screenshot.
   
2. The default preference is labeled as Original unless user created one is set to default.
   
3. In the Preferences section, select the preference you want to edit from the dropdown list.
   

Step 3: Modify the Preference

1. Adjust the Show Fields option to display relevant data.
   
2. Modify the grouping structure by adding or removing groups (e.g., Department, Employee). Click on the trash bin icon in case user wants to delete the group.
   
3. User can enable/disable the toggle states of – Set as default and Shared
   

Step 4: Save the Updated Preference

Click on the Save button (highlighted as in above screenshot) to save your modifications to an existing user-defined preference.

NOTE:

1. The available fields and groups for modification depend entirely on the selected report. Each report has its own unique set of data within the Preferences section.
   
2. User cannot edit the name of the user-defined preference.
   

Users can modify the Original preference to export a report, but they cannot save or edit its settings. As a result, the “Save” button is hidden for the Original preference.

Delete Preference

Step 1: Navigate to the Reports Section

1. Log in to MSS Web.
   
2. In the left sidebar menu, click on Reports to access the Report Center.
   
3. In the Report Center, expand the relevant category (e.g., Time and Attendance).
   
4. Click on the desired report type, such as Pay Period Summary.
   

Step2: Select the Preference to delete

1. Goto the Preferences section as highlighted in the below screenshot.
   
2. The default preference is labeled as Original unless user created one is set to default.
   
3. In the Preferences section, select the preference you want to delete from the dropdown list.
   

Step 3: Click the Delete Button

1. Next to the preference name, you will see a trash bin icon
   
2. Click on the trash bin icon to delete the selected preference.
   

Step 4: Confirm the Deletion

1. A confirmation message will appear to ensure that you want to delete the preference.
   
2. Click on button “Delete” to delete the preference.
   

NOTE: The “Original” preference cannot be deleted. Users can modify it but cannot remove it.