Shared Report Definitions - Creating

Report does not Generate because no Shared Report Definitions have been created.  How do I create a Shared Report Definition?

• Payroll
• Financials
• State Reporting
• Shared Report Definitions

If a report uses Shared Report Definitions, a Shared Report Definition must be created and Included before the report can be Generated. 

Follow the steps below to create and use a Shared Report Definition (SRD):

1. Click Add
2. Enter a description for the Shared Report Definition. 
   1. Ex. ICESA Define
3. Continue to tab through the screen and define the report parameters
4. Click Accept to save the Shared Report Definition
5. Select Share the currently selected report definition with other users icon to the right of the Shared Report Definitions box
6. By default, your new SRD is Publicly Accessible, which means that anyone with menu access to the program will be able to see and Generate with your parameters.  Use the Department, Roles, and/or User ID tabs to extend maintenance permissions at a restricted level. 
   1. Tyler recommends granting Maintenance permissions by Role so necessary changes can be made in your absence.  Consider an IT Role, or the Role for your position, for example. 
7. Repeat Steps 1 through 6 as many times as necessary, if multiple Shared Report Definitions are required.

• Master Article - Shared Report Definitions