{"id":6481,"date":"2025-04-24T14:36:01","date_gmt":"2025-04-24T14:36:01","guid":{"rendered":"\/agile\/?post_type=ht_kb&p=6481"},"modified":"2025-04-24T14:38:42","modified_gmt":"2025-04-24T14:38:42","slug":"reports-preferences","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/reports-preferences\/","title":{"rendered":"Reports Preferences"},"content":{"rendered":"\n

Create Preferences<\/h2>\n\n\n\n

\n User can create and edit Preferences to modify the way reports are structured and displayed.\n<\/p>\n\n\n\n

\n Steps to Create Preferences\n<\/p>\n\n\n\n

Step 1: Navigate to the Reports Section<\/strong>\n<\/p>\n\n\n\n

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

    Step2: Access the Preferences Section<\/strong>\n<\/p>\n\n\n\n

      \n
    1. Goto the Preferences section as highlighted in the below screenshot.
      <\/li>\n\n\n\n
    2. The default preference is labeled as Original<\/strong>.


      \"A<\/figure>
      <\/li>\n<\/ol>\n\n\n\n

      Step 3: Customize the Preferences: <\/strong>Modify any of the following settings:\n<\/p>\n\n\n\n

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

          Step 4: Create Preference<\/strong>\n<\/p>\n\n\n\n

          \n Once all modifications are made, click the \u201c+\u201d<\/strong> button next to the original<\/strong> preference name.\n
          \n \"A\n<\/p>\n\n\n\n

          Step 5: Save Preference
          <\/strong>\n On the dialog, provide a new preference name and user can toggle the options- Set as default and Shared. Click on \u201cSave<\/strong>\u201d to save a new preference.\n<\/p>\n\n\n\n

          \"A<\/figure>\n\n\n\n

          <\/p>\n\n\n\n

          NOTE: <\/em><\/strong>\n<\/p>\n\n\n\n

            \n
          1. User can make changes to Original preference to export the report. However, user cannot edit\/save the settings of original preference.<\/em><\/strong>
            <\/li>\n\n\n\n
          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.<\/em><\/strong>
            <\/li>\n\n\n\n
          3. When \u201cSet as Default\u201d 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.<\/em><\/strong>
            <\/li>\n<\/ol>\n\n\n\n

            Edit Preference<\/h2>\n\n\n\n

            Step 1: Navigate to the Reports Section<\/strong>\n<\/p>\n\n\n\n

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

              Step2: Access the Preferences Section<\/strong>\n<\/p>\n\n\n\n

                \n
              1. Goto the Preferences section as highlighted in the below screenshot.
                <\/li>\n\n\n\n
              2. The default preference is labeled as Original<\/strong> unless user created one is set to default.
                <\/li>\n\n\n\n
              3. In the Preferences<\/strong> section, select the preference you want to edit from the dropdown list.
                <\/li>\n<\/ol>\n\n\n\n
                \"A<\/figure>\n\n\n\n

                <\/p>\n\n\n\n

                Step 3: Modify the Preference<\/strong>\n<\/p>\n\n\n\n

                  \n
                1. Adjust the Show Fields<\/strong> option to display relevant data.
                  <\/li>\n\n\n\n
                2. Modify the grouping structure by adding or removing groups (e.g., Department, Employee). Click on the trash bin icon<\/strong> in case user wants to delete the group.
                  <\/li>\n\n\n\n
                3. User can enable\/disable the toggle states of \u2013 Set as default and Shared
                  <\/li>\n<\/ol>\n\n\n\n
                  \"A<\/figure>\n\n\n\n

                  <\/p>\n\n\n\n

                  Step 4: Save the Updated Preference<\/strong>\n<\/p>\n\n\n\n

                  \n
                  \n Click on the Save<\/strong> button (highlighted as in above screenshot) to save your modifications to an existing user-defined preference.\n<\/p>\n\n\n\n

                  NOTE: <\/em><\/strong>\n<\/p>\n\n\n\n

                    \n
                  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. <\/em><\/strong>
                    <\/li>\n\n\n\n
                  2. User cannot edit the name of the user-defined preference.<\/em><\/strong>
                    <\/li>\n<\/ol>\n\n\n\n

                    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.<\/em><\/strong>\n<\/p>\n\n\n\n

                    <\/p>\n\n\n\n

                    Delete Preference<\/h2>\n\n\n\n

                    Step 1: Navigate to the Reports Section<\/strong>\n<\/p>\n\n\n\n

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

                      Step2: Select the Preference to delete<\/strong>\n<\/p>\n\n\n\n

                        \n
                      1. Goto the Preferences section as highlighted in the below screenshot.
                        <\/li>\n\n\n\n
                      2. The default preference is labeled as Original<\/strong> unless user created one is set to default.
                        <\/li>\n\n\n\n
                      3. In the Preferences<\/strong> section, select the preference you want to delete from the dropdown list.
                        <\/li>\n<\/ol>\n\n\n\n
                        \"A<\/figure>\n\n\n\n

                        <\/p>\n\n\n\n

                        Step 3: Click the Delete Button<\/strong>\n<\/p>\n\n\n\n

                          \n
                        1. Next to the preference name, you will see a trash bin icon<\/strong>
                          <\/li>\n\n\n\n
                        2. Click on the trash bin icon<\/strong> to delete the selected preference.
                          <\/li>\n<\/ol>\n\n\n\n
                          \"A<\/figure>\n\n\n\n

                          <\/p>\n\n\n\n

                          Step 4: Confirm the Deletion<\/strong>\n<\/p>\n\n\n\n

                            \n
                          1. A confirmation message will appear to ensure that you want to delete the preference.
                            <\/li>\n\n\n\n
                          2. Click on button \u201cDelete\u201d to delete the preference.
                            <\/li>\n<\/ol>\n\n\n\n
                            \"A<\/figure>\n\n\n\n

                            <\/p>\n\n\n\n

                            NOTE: The “Original” preference cannot be deleted. Users can modify it but cannot remove it.<\/em><\/strong>\n<\/p>\n","protected":false},"excerpt":{"rendered":"

                            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 Step2: Access the Preferences Section Step 3: Customize the Preferences: Modify any of the following settings: Step 4: Create Preference Once all…<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[274],"ht-kb-tag":[116,275],"class_list":["post-6481","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports","ht_kb_tag-mss","ht_kb_tag-reports"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6481","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=6481"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6481\/revisions"}],"predecessor-version":[{"id":6498,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6481\/revisions\/6498"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6481"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6481"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}