How to access Equity group report

1. Go to Scheduling menu

2. Select the scheduling group for which you want to generate the group report, if you are a multi-group user with the required permissions.

3. Click the Equity report link in the top right corner of your Period List screen


4. Click the Report link to access the selections that will generate the equity report

5. Select the dates for which you want the report to be generate. It is also possible to select the dates directly via the dates in the list of available periods.

6. Click Continue to access the available equity counters for this report

7. Select the equity counters you want to include in the report. The list of available counters are those that are common to all dates selected and do not allow the transfer of previous values.

8. Click Export to excel to get the report