How to View or Generate a Report

Here's a detailed user guide on how to generate a report

1. Access the Desired Module

• From the main menu, navigate to the module that contains the data you want to generate a report for. For example, if you want to generate a report for employee information, go to the "Human Resources" module.
  
  

2.  Open the Reports Section

• On the module's main page, look for the "Other Reports" option or "Key Reports"
• Click on it to access the list of available reports for that module.

 3. Choose the Report Type

• In the Reports section, you will find various report types specific to the module.
• Identify the report type that corresponds to the information you need. For example, if you want to generate a report for employee information, look for a report named "Employee Information" or similar.

 4. Set Report Parameters

• Once you have chosen the report type, click on the report name to open it.
• In the report parameters section, you may have various options to customize the report.
• Set the parameters according to your requirements. This may include selecting filters, specifying date ranges, or choosing specific fields to include in the report.

 5. Run the Report

• After setting the report parameters, click on the "Run" or "Generate" button to generate the report.
• Lemonade will process the report based on the selected parameters and display the results on the screen.

 6. Review and Export the Report (Optional)

• Take a moment to review the generated report on the screen.
• If you need to export the report for further analysis or sharing, look for an export option such as "Download," "Export to Excel/CSV," or similar.
• Click on the export option to save the report in the desired format.