Choose a report and check its results

Choose a report by the question you need to answer. A position report explains staffing; a budget report explains planned spending; a compensation report explains employee cost. Their totals are related, but they are not interchangeable.

Run the first position report

This exercise works in both editions after creating and approving the position and assigning Avery in lessons 4 through 6. No budget, salary, or workforce plan is needed. You need the report’s viewing permissions, plus the matching export permissions to download its file.

1. Open Reports and choose Position Control Snapshot.
2. Set Effective date to January 1, 2027.
3. Choose Outpatient Services and Patient Services Coordinator where the department and job-code filters are offered.
4. Select an offered format and run the report.
5. Wait for Completed, then open the result.
6. Find the course position and compare its row with the position page for January 1.

The position should show 1 approved FTE, 1 assigned FTE, and no vacancy. If other positions share its job code, use their names or position numbers to distinguish the rows.

Check the financial reports

Workforce Planning only, with the report’s financial permissions. Position control learners continue to download and keep the result from their position report.

Run Labor Budget Snapshot and Actual Compensation Snapshot for the same date and filters. After applying the main 5% raise, the course position should show:

Check $75,600 + $8,400 + $0 = $84,000. If you run before applying the raise, employee cost is $72,000 and the remaining amount is $12,000. Give saved reports names or notes that distinguish those stages.

Run the matching Calculation Detail report to explain the selected rate and each benefit. Readiness reports identify missing information; use the separate Snapshot to review money totals.

Download and keep the result

Choose the offered CSV, Excel (.xlsx), or On-screen summary format. A CSV or Excel download requires export permission as well as access to the information. Open the downloaded file and confirm the report name, date, position, and staffing numbers. For a financial report, also check its amounts. An export is a saved result, not an import template.

Generated reports have an expiry date. When a report expires, run it again if you need a new result. The new run uses information available for that run and may differ from the earlier file.

Practice the report families

Work through the numbered exercises in the reference articles. Each report has its own question, required filters, prepared records, and expected check. Use the separate staffing or administration practice organization for changes that would alter the main course.

1. Position and setup reports.
2. Budget and compensation reports, for Workforce Planning.
3. Workforce plan reports, for Workforce Planning.
4. Access and activity reports.

For staffing and cost requirements, also review the workforce-rule reports in Position and setup reports. These use saved rule checks, so their results stay tied to the information that was checked.

The compensation-ownership report is conditional on an enabled HR connection and the required permissions. Its exercise includes a prepared review for learners without that feature; it does not ask them to search for an unavailable report.

Handle an incomplete or failed result

If a report is waiting or running, follow its progress. If it fails, read the error before retrying. If it finishes with Needs setup, open the missing-information details. A Provisional subtotal contains only the available amounts, so do not present it as the complete organization cost.

For a mismatch, first compare dates, departments, and what each row represents. Use Report totals do not match before assuming the arithmetic is wrong. For a report you cannot open or finish, follow Report is not ready or unavailable.

Continue to practice imports.