Employee list report

The Employee list report provides a convenient way to obtain a list of your employees. This report also provides a way to show optional information about your employees.

In the report, you can select the employee ID to drill down to the Employee information page.

To find the Employee list report, go to Expenses > All > Reports > Employee list.

Customize and run

Before running the report, you can select the subset of employees and types of items to include as well as specify how you want the report to appear.

To customize and run a report:

1. To set the report to show results for a specific list of employees, select the From Employee and To Employee drop-down boxes, and then select the name of the employees you want the report to cover.
2. Set the filters to get the specific data you want.

   Filters enable you to include or exclude specific types of data in the report, such as vendor and location. As a general rule, to get fewer and more precise results in your report, set more filters. For details, see Setting Report Filters.

3. Format the report.

   Format options will vary from report to report. Generally, you can set the layout of the report and/or arrange how to group and display the data contained in the report.

4. Type a title, subtitle, and footer text for your report.

Report filters

You can leave the filter fields blank, which is the same as specifying "All," or you can enter values that subset the list so it's more focused. You can continue to modify the filter criteria and other settings until you are satisfied with the results. However, note that you must select View or another output option each time you change the settings.

To set filters to refine your report results:

1. To set the report to show results for a specific list of employees, select the From Employee and To Employee drop-down box, and then select the name of the employees you want the report to cover.
2. For multi-entity shared organizations, you can choose additional filters as described in the following table.

The following table describes each item in the Filters section of this report settings page:

Filter Box	Notes
From Employee and To Employee	Use these fields only if you wish to filter your report to obtain a subset. These fields are additive. For example, if you choose an employee type, the report is restricted to only those employees who have been assigned that employee type. Then, if you choose a range of employees, the report contains only those employees of that employee type who also fall into the range you specified. Similar logic applies to the From Employee and To Employee fields. These allow you to specify a single employee, or a range of employees.
The following features are available only for multi-entity shared organizations. Choose the appropriate combination to filter employees by location and/or department. Columns are displayed in the report for location and department.
Location/Department	If you use departments and/or locations, you can filter on them by selecting the appropriate combinations in their respective fields. You can also select pre-defined groups of departments and locations. For example, say you select the group ENG, which includes hardware and software engineering along with the QA department. The report will include the data for those departments only. In multi-entity shared organizations, location groups also include entities.
Individual Reports	If this checkbox is not selected, the data is summed in a single report. However, if you select the Individual Reports checkbox, each department or location combination has its own report. The order you shuffle the groups determines the order in which their pages are printed. Due to their potentially large size, reports with departments and locations on individual pages can be run offline only. When you select Individual reports, all of the individual reports are contained in a single report or Excel workbook.
Prompt on Run	If you select prompts, you'll need to enter a location, department and/or time period when you run the report.

Formatting

Use this section to specify the format and sort order of the report.

To format this report:

1. To choose the employee information that you want to include in the report, select the checkboxes for the optional fields. The information for all these optional fields is entered through the Employee Information page Expenses > All > and select the Add (circle) sign beside Employees or select Employees and choose the employee to edit.

Filter Box	Notes
SSN	Select this checkbox if you want a column to added to the report.
Location and Department	This option displays columns for location and department.
Employee Type	The employee type is the category to which you have assigned the employee in the Additional Information tab of the Employee Information page. Employee types are created on the Employee Type Information page via Expenses > All > Employees > Types and select Types.
Title and Date of Birth	Select any of these checkboxes if you need this optional information.
Address	Employee contact information is entered in the Contact List tab of the Employee Information page, and is then stored in a centralized contact "Rolodex" accessed via Company > All > Users & Contacts > Contacts.
Default Currency	You will see this field if your company uses foreign transaction currencies. Select this checkbox to include a column that shows what default currency, if any, is assigned to the employees.

2. To sort the report results, select the Sort By drop-down box, and then select the category to sort by: employee ID, employee name, start date, and so on. The default is employee ID.
3. Choose the line format for your report: Multi-line or Single Line.

Line Format	Notes
Multi-line	Choose Multi-line if you wish your report displayed in a more vertical fashion with the information organized below each employee name.
Single Line	The Single Line formatting option produces a wide report than contains only one line per employee. This format is useful for exporting employee data to a CSV file, which can then be used as a CSV employee import after you have made adjustments to the list. All the options need to be selected if you want to use the exported file in the import process.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

1. Enter the title in the Report title 1 box.

   • This title displays in large type at the top of the page, directly under your company name.
   • You can enter over any default name that Intacct might have automatically supplied in this field.

2. Enter the subtitle in the Report title 2 box.

   This subtitle displays in smaller type, directly beneath the main title.

3. Enter the footer text in the Footer text box. Footer text displays at the bottom center of the report.

When outputting to PDF, Standard reports automatically include the Created on timestamp and page number at the bottom of the page.