Personnel Advance Report
The Personnel Advance Report provides a detailed list of approved advances within a specified date range. Using this screen, you can collectively view all personnel who have received advances and the details of these advances within the selected date range.
Advance Table Definitions
- Personnel Name: Name of the personnel who received the advance.
- Per. Code: Personnel code.
- Level 1-4: Information about the personnel's department/position hierarchy.
- Advance Type: Type of advance received by the personnel.
- Number of Advances: Number of advance records for the specified personnel within the selected date range.
- Total Advance: Total amount of advances for the specified personnel within the selected date range.
Advance Table Filter Options
You can filter the Advance List by clicking the Filter button in the upper right corner of the table and using the filter options.
- Personnel Position: Used to select a specific personnel position. This field filters the entry/exit records of the personnel in the selected position.
- Group Pack 1, Group Pack 2, Group Pack 3: Used to filter personnel by specific groups. These groups are predefined according to the organizational structure and allow personnel to be listed by specific group categories.
- Start Date: Specifies the start date of the advances to be listed.
- End Date: Specifies the end date of the advances to be listed.
After selecting the desired criteria from the filter options, click the Filter button to update the list based on the selected filter criteria.
Select Columns to Display: Click the icon in the upper right corner of the table to choose which columns to display.
Column Filters: Each column header has a search field underneath it. Enter text or numbers here to filter based on the specific column.
Export Advance Table to Excel
Use the Excel Export function to save the displayed advance table as an Excel file on your computer. Follow these steps:
- List the information you want to export in the Advance Table.
- Click the Excel Export button.
- Select the location on your computer where you want to save the file from the window that opens.
- Click the Save button.
