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Included content depends on the Manager Access rights assigned by an administrator. The guide explains how to plan a report, configure template setup criteria and display options, and run reports with or without saving. It details the Content tab structure across Personal, Work, Time Off, Earnings, and Talent/Performance, including how historically tracked fields show changes within defined date ranges.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/editing-creating-and-filtering-report-templates-report-template-setup-guide/348484/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/editing-creating-and-filtering-report-templates-report-template-setup-guide/348484.png","ImageObject",442,249,{"name":88,"@type":89},"eBook King","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What determines what information you can include in a custom report template?","Question",{"text":108,"@type":109},"The information you can include depends on the Manager Access rights assigned to you by an administrative user.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What options are configured on the Templates Setup page?",{"text":113,"@type":109},"On the Templates Setup page, you select report criteria, content, and display options. 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The information you can include in your custom templates depends on the Manager Access rights assigned to you by an administrative user. To sort and search your template and report lists, you can apply filters.\u003Cbr>|  |\n| --- | --- |\n| Report Planning Steps\u003Cbr>Here are some questions to consider when creating a custom template.\u003Cbr>1. Briefly describe the goal of your report. What do you want to show?\u003Cbr>2. What name will you give the report?\u003Cbr>3. Which default template will you use as the basis for your report? Or will you start with a custom report?\u003Cbr>4. Do you want to filter the report to include only your direct reports or your entire down line?\u003Cbr>5. Which fields will you include in your report?\u003Cbr>6. How do you want to display the employees’ names in the report?\u003Cbr>7. How do you want to sort your data?\u003Cbr>The Templates Setup Page\u003Cbr>When you select the option to create a new report or template, or when you edit an existing template, the Templates Setup page displays. On this page, you select the report criteria, content, and display options. The options you select will answer the following questions:\u003Cbr>􀂃 Whose names should appear on the report?\u003Cbr>􀂃 What data should appear on the report?\u003Cbr>􀂃 How should the names display on the report?\u003Cbr>Elements and Descriptions\u003Cbr>The Templates Setup page contains a link, buttons, and tabs. The following table describes each element. Element Description Templates link Click to return to the Report Management page Save as\u003Cbr>Template button Click to open the Save as Template window. You can save a new template or overwrite an existing template. Save button Click to save your changes to the existing template.\u003Cbr>Note: This option is only available when editing an existing template. People tab Click to select the report criteria (who should appear on the report) . Content tab Click to select the report contents (the fields that display in the report) . Display tab Click to select the report display options (how the names display on the report) . Run Report button Click to run the report without saving the template. | The Templates Setup Page, Content Tab\u003Cbr>The Content tab contains five pages: Personal, Work, Time Off, Earnings, and Talent/Performance. You click the page you need and select the fields you want to include in your report. The report results will display all the fields selected on each of the five pages.\u003Cbr>\u003Cbr>Content Tab Pages and Descriptions\u003Cbr>The following table describes each Content tab page.\u003Cbr>Page Description Personal Select report fields related to personal identification and personal information. Work Select report fields related to general work information, status, job information, and corporate groups. Time Off Select report fields related to employee time off information such as accruals, time taken, balances, and projected carryover. Earnings Select report fields related to employee earningsand compensation action information. Talent/\u003Cbr>Performance Select report fields related to performance management and talent records (awards, education, licenses/certifications, prior work experience, professional affiliations, skills, and training) . |\n\nV06150977314HRB0609 1 © 2009 ADP, Inc.  \n\n| Historical Reports and the Work and Earnings Pages\u003Cbr>When running a historical report, the Work and Earnings pages will allow you to include historical data for effective-dated fields, such as job titles and earnings within a specified date range. Historical reports show all the changes made to the selected fields between two points in time.\u003Cbr>If you select historically tracked fields (indicated by a white H in a red square) on the Work and Earnings pages, you will display all changes made to those fields during the date ranges you specify. If you select other fields, you w","cbCaia0AHLdXgHJg","https://ap.wps.com/l/cbCaia0AHLdXgHJg","pdf",70842,"English","# Overview\n# Report Planning Steps\n# The Templates Setup Page\n## Elements and Descriptions\n# Content Tab\n## Content Tab Pages and Descriptions\n# Historical Reports and the Work and Earnings Pages\n# Editing a Report Template\n# Creating a New Report Template","[{\"question\":\"What determines what information you can include in a custom report template?\",\"answer\":\"The information you can include depends on the Manager Access rights assigned to you by an administrative user.\"},{\"question\":\"What options are configured on the Templates Setup page?\",\"answer\":\"On the Templates Setup page, you select report criteria, content, and display options. The selected options determine whose names appear, what data is shown, and how names display on the report.\"},{\"question\":\"How do historical reports handle Work and Earnings fields?\",\"answer\":\"Historical reports allow inclusion of historical data for effective-dated fields within a specified date range and show changes made between two points in time, especially for historically tracked fields.\"}]","Editing, Creating, and Filtering Report Templates - Report Template Setup Guide | PDF",1790073923]