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      Creating a New Basic Report

      Creating a New Basic Report Help for Administrators. Create a wide variety of built-in or custom reports.


      There are three different ways you can create a basic report in TLC:

      1. Create a snapshot report

      TLC takes a ‘snapshot’ of the last screen you viewed immediately before selecting the Reports function and presents this screen as a new ‘report’ that can be saved for future use. Use this ability, in combination with TLC’s filter capabilities to create your report.

      • Access TLC’s function (i.e., Employees, Schedules, Library, or Competencies) and the screen (e.g., Employees > Positions) that contains the information that you want to appear on the report.

      • Select Reports from the Admin menu. The information you just viewed is displayed on the Reports screen.

      • Use the Filters to reduce the data to just the information that you need.

      • Click Save on the toolbar to save the information as a report template.

      • Enter a name for the new template, then click Update. Your new report template will be added to TLC’s Basic Reports drop-down list.

      2. Edit an existing TLC Report (SQL Query)

      TLC’s reports are SQL queries run against your database to extract specific data.

      To create a report based on an existing one, do the following:

      • Select Reports from the Admin menu. The information you just viewed is displayed on the Reports screen.

      • Select the existing report from TLC’s Basic Reports drop-down list.

      • When the report information appears, click Edit on the toolbar. The View/Edit SQL screen appears.

      • Change the SQL to query for the information you want to appear in your report, then click Finish.

      • Click Save on the toolbar and assign the new report a different name (otherwise, you will change the existing report).

      • Click Update to save your new report. Your new report will be added to the TLC Basic Reports drop-down list.

      3. Create a new TLC Report (SQL Query)

      TLC gives you the ability to run SQL queries against your database to generate a specific report.

      This method of creating a report requires SQL technical knowledge and access.

      • Select Reports from the Admin menu.

      • Click New on the toolbar. The View/Edit SQL screen appears.

      • Enter the query that will form your report, click Finish.

      • Click Save on the toolbar, then when prompted, enter a name for your report.

      • Click Update to save your new report. Your new report will be added to TLC drop-down list.