List of Master Reports

Navigation Path

Payroll Reports → List of Master

List of Master Page

URL

/payrole-reports/list-of-master

Page Description

• Generates master data lists in PDF format for various system entities
• Provides quick access to reference data reports
• Supports multiple master list types (City, Unit, Department, etc.)
• Opens generated reports in new tab as downloadable PDF
• Useful for data verification and audit purposes

1. Report Generation Selection Criteria

Page Title

Report Generation Selection Criteria

2. Report Type Selection

Report Type Field

Available Report Types

3. Action Buttons

Primary Actions

Button Behavior

View Button

• Function: Generate and display selected master list
• Action: Opens PDF report in new browser tab
• Requirements: Report Type must be selected
• Output: PDF document with master data list
• Features:
  • Viewable in browser
  • Downloadable
  • Printable
  • Multiple pages if data is large

Reset Button

• Function: Clear current selection
• Action: Resets Report Type dropdown to default state
• Use Case: Start over with new report selection

4. Generated PDF Report Format

PDF Header Information

PDF Table Structure

Common Table Format

Example: List Of Unit PDF Output

Table Columns:

• SN. - Serial Number
• Unit Code - Unique unit identifier
• Unit Name - Full unit/branch name

Sample Data:

1  UNT00007683       TATA TELE SERVICES, NOIDA
2  UNTPFS00008321    BLS INTERNATIONAL SERVICES LTD.
3  UNT004989         GOLDEN SPARROW KESSEL MALL, KURUKSHETRA
4  UNTPFS00008316    M/S.IBS SOFTWARE, SHANTINIKETAN, WHITEFIELD, BANGALORE
5  UNT00006601       ABB GLOBAL INDUSTRIES & SERVICES LTD. RAJAJI NAGAR

5. Report-Specific Details

List Of City

• Columns: SN, City Code, City Name
• Content: All cities where company operates
• Use: Location reference, employee assignment

List Of Unit

• Columns: SN, Unit Code, Unit Name
• Content: All branches/units/work locations
• Use: Unit assignment, reporting structure

List Of Department

• Columns: SN, Department Code, Department Name
• Content: All organizational departments
• Use: Department allocation, organizational structure

List Of Designation

• Columns: SN, Designation Code, Designation Name
• Content: All job titles/positions
• Use: Position assignment, hierarchy definition

List Of Nature

• Columns: SN, Nature Code, Nature Type
• Content: Employment types (Permanent, Contractual, Temporary, etc.)
• Use: Employment classification

List Of Grade

• Columns: SN, Grade Code, Grade Name
• Content: All salary grades
• Use: Compensation structure, grade assignment

List Of Bank

• Columns: SN, Bank Code, Bank Name, Branch, IFSC
• Content: All bank details for salary disbursement
• Use: Salary processing, bank account validation

List Of Religion

• Columns: SN, Religion Code, Religion Name
• Content: All religions in system
• Use: Employee demographic data

List Of Category

• Columns: SN, Category Code, Category Name
• Content: Employee categories (Management, Staff, Worker, etc.)
• Use: Employee classification, reporting

List Of Formula

• Columns: SN, Formula Code, Formula Name, Formula Expression
• Content: Salary calculation formulas
• Use: Salary computation reference

List Of Holidays

• Columns: SN, Holiday Name, Holiday Date, Holiday Type
• Content: All configured holidays
• Use: Attendance calculation, leave planning

List Of Heads

• Columns: SN, Head Code, Head Name, Head Type
• Content: All salary components (Basic, DA, HRA, etc.)
• Use: Salary structure reference

6. User Flow

Step-by-Step Process

1. Navigate to Page

   • Go to Payroll Reports → List of Master

2. Select Report Type

   • Click on "Report Type" dropdown
   • Browse through available options
   • Select desired master list type

3. Generate Report

   • Click "View" button
   • Wait for PDF generation (usually 1-2 seconds)

4. View PDF

   • PDF opens in new browser tab
   • Review the generated master list
   • Verify data accuracy

5. Download (Optional)

   • Click download icon in PDF viewer
   • Save PDF to local system
   • File name format: [ReportType]_[Date]_[Time].pdf

6. Print (Optional)

   • Use browser print function
   • Configure print settings
   • Print or save as PDF

7. Generate Another Report

   • Close PDF tab
   • Return to List of Master page
   • Click "Reset" to clear selection
   • Select new report type
   • Repeat process

7. Validation Rules

8. Success/Error Messages

9. PDF Features

Viewer Capabilities

PDF Metadata

• File Format: PDF (Portable Document Format)
• Page Size: A4
• Orientation: Portrait
• Margins: Standard
• Font: System default (readable and professional)
• Colors: Header (blue), alternating row colors (white/gray)

10. Best Practices

For Users

1. Regular Data Verification

   • Generate master lists periodically
   • Verify data accuracy
   • Report discrepancies to admin

2. Data Export

   • Download important master lists
   • Keep local copies for reference
   • Use for offline verification

3. Report Selection

   • Choose appropriate report type for your need
   • Don't confuse similar report types
   • Read report title in PDF to confirm

4. PDF Management

   • Close PDF tabs after viewing to save memory
   • Organize downloaded PDFs with clear naming
   • Archive old versions periodically

5. Print Wisely

   • Preview before printing
   • Consider environmental impact
   • Use digital copies when possible

11. Common Use Cases

Data Verification

• Verify master data entries
• Check for duplicates
• Validate codes and names

Audit & Compliance

• Generate reports for auditors
• Maintain audit trail
• Compliance documentation

Reference & Training

• Training material for new users
• Quick reference for codes
• Understanding data structure

Data Analysis

• Export for further analysis
• Compare historical data
• Identify data patterns

System Integration

• Reference for API integration
• Data mapping for external systems
• Validation of imported data

12. Report Characteristics

Data Completeness

• Reports show all active records in the system
• Inactive/deleted records are not included
• Data is sorted by creation date or code

Data Accuracy

• Reports reflect real-time data
• No caching or delayed updates
• Generated fresh on each View click

Performance

• Small lists (< 100 records): Generate instantly
• Medium lists (100-1000 records): 1-2 seconds
• Large lists (> 1000 records): 2-5 seconds

13. Troubleshooting

View Button Not Working

• Cause: No report type selected
• Solution: Select a report type from dropdown

PDF Not Opening

• Cause: Browser popup blocker enabled
• Solution: Allow popups for this site in browser settings

Blank PDF Generated

• Cause: No data exists for selected master type
• Solution: Contact admin to add master data

PDF Download Fails

• Cause: Browser download restrictions
• Solution: Check browser download settings and permissions

Slow Report Generation

• Cause: Large dataset or server load
• Solution: Wait patiently or try during off-peak hours

Incorrect Data in PDF

• Cause: Master data needs updating
• Solution: Report to admin for data correction

14. Technical Details

Report Generation Process

1. User Selection: User selects report type
2. Validation: System validates selection and permissions
3. Data Retrieval: System fetches master data from database
4. PDF Generation: System generates PDF using data
5. Response: PDF returned as blob and opened in new tab

Security Features

• Access Control: Only authorized users can generate reports
• Data Protection: Sensitive data is masked if needed
• Audit Logging: All report generations are logged
• No Data Modification: Read-only view, cannot edit data

15. Related Pages

16. System Requirements

Browser Compatibility

• Chrome (recommended)
• Firefox
• Edge
• Safari

Browser Settings

• JavaScript enabled
• Popups allowed
• PDF viewer enabled (built-in or plugin)

Network Requirements

• Stable internet connection
• Access to company network/VPN
• Firewall allows PDF downloads

17. Notes

Important Considerations

• Reports are read-only and cannot be edited
• Generated PDFs are not saved on server (generated on-the-fly)
• Each view generates a new PDF with current data
• PDF filenames are auto-generated by browser
• Reports contain no sensitive salary/financial data, only master reference data
• All master lists are organization-wide, not filtered by user's access level (unless restricted by admin)

Data Privacy

• Master data is generally non-sensitive
• Contains organizational reference data only
• No employee personal information (except codes/names in some reports)
• Safe to share within organization for reference purposes

End of Documentation