Reports 2000 is part of the Financial 2000 package and was developed at the request of our CECC members for an ad hoc reporting tool that could be used to manipulate data according to the desired result versus the "canned" reports that were previously available. It is a web-based reporting application that is designed to retrieve and compile data derived from a system or multiple systems, and allows the user to control the report content and design.

The ultimate goal is for all the business systems to be included in the Financial 2000 package and to utilize this application as the reporting mechanism. At the present time, it is available for use with Magic, Position Control 2000 and Credentials Online. Accounts Lookup, Accounts Payable, Vendors, Fixed Assets, Purchasing and Stores are currently in development and/or testing.

Reports 2000 is divided into screens and sub-screens intended to lead the user through the report building process, and for ease in changing report parameters. The following guide will familiarize you with the various features of this application and the options that are available.

Importing and Exporting report templates in Reports 2000

Importing and exporting Report 2000 templates allows users to create and share reports templates with other CECC Members. Importing and exporting is a process that takes report template information and is saved as a text file. Once this file is saved it can be used to import into other districts using the Import/Export process. Special security is needed to use the Import/Export feature and this is usually reserved for your County Administrator.

If you would like a copy of the instructions on how to use the Import/Export feature or if you create a new report that you would like added to this website, please e-mail the pc2000_helpdesk@sbcss.k12.ca.us for more information.

The following report templates have been created and may be imported into your district's list of shared reports.

TB Expiration Report
The TB Expiration Report is design to provide a list of employees that will need to have a new TB test performed. Typically the results of this report can be exported and used in a mail merge to notify the employee that the will need a new TB test. The fields included in this report are:

• Name
• Position Description
• Hire Date
• TB Expiration Date
• Location

The filter on this report is selecting active employees in positions that have a TB expiration date within a specified date range. An advanced filter is provided to prompt the range of TB Expiration dates to include.

Download the TB Expiration Report template - right click and choose "Save Target As"

Employee Directory Report
The Employee Directory Report includes the following fields for active employees in positions:

• Location
• Name
• Position Description
• Address
• Home Phone
• Work Phone
• Department
  

Download the Employee Directory Report template - right click and choose "Save Target As"

Blank Address Information Report
The Blank Address Information Report is used as an audit tool to identify any Employee Attribute record that may be missing information in the following fields:

• Street
• City
• State
• Zip

The report filter included in this report will extract active employees as well as employees that have terminated within the current Fiscal Year. An advanced filter is provided to prompt the range of termination dates to include. This report is usually run in the December timeframe to identify any employees that may not receive their W-2 information.

Download the Blank Address Information Report template - right click and choose "Save Target As"

For more information on this application please refer to the manual by accessing it either on the .net main menu in the Financial 2000 application or by clicking on the link below to download from SharePoint. You will need a user name and password to access the link. For login information please call (909) 386-2700.

Application Manuals on SharePoint