This guide will show you how to check in a report in HR, when you want to save Excel formatting in the template.

Contents

• Introduction
• Saving an Excel file
• Checking in a report
   

Introduction

It's not necessary to check in your Ciphr report in the same session as when you started working on it. Ie you can commence work on a report design and resume it at any time, Ciphr HR will remember that the report is checked out and you can check it in when you have finished the design.

• Go to Reporting/Reports > Report Admin > Report Designer
• Select the report you wish to check in
• Click Check in

Saving an Excel file

• Once you have completed your edits and formatting in Excel, you will need to save a copy locally
• Make sure you do not change the file name, this is the version history that HR will remember. You may find the file name has the name of the report at the beginning and a mix of letters and numbers at the end.

Checking in the report

• Log into HR
• Go to Reporting/Reports > Report Admin > Report Designer
• Find your report from the list of existing reports, the report will be 'checked out' in your name

• Select the title of the report and you will be taken to the editing page. You will be able to select the 'check in' option

• Select the 'Browse' button and select the file you have saved
• Click Update

• If you or a colleague checked out a report and want to abandon your changes or are unable to check it in you can use the Undo check out option