PA PIMS Report - Create File

Use the PA PIMS Report - Reports page to specify the report criteria and create the report file.

1. On the PA PIMS Report - Employee Information page, select Reports.

2. Select the Report Criteria and Additional Criteria. In the Report Date field, select the date used in the Load Date field on the PA PIMS Report - PIMS Load page.

3. Create a hard copy of the report to verify data before you create the electronic file:

   1. Select Hard Copy Report.

   2. Select Accept.

4. Select a Destination:

   • Select File to create the report in .rpt format. The default file name is pims.rpt. You can change the default file name.

   • Select Screen to download the report in .pdf format. The default file name is pims_<#####>.pdf.

   • Select Excel to download the report in .xls format. Select the required Excel Options. The default file name is pimsrpt<####_#####>.xlsx.

     • Select OK.

       • Download the .rpt file from the View Files page.

       • Save the .pdf or .xls file.
         For more information about the Print option, refer to Print Reports.

5. Navigate to the folder containing the report file.

6. Inspect the file. Refer to Maintain data and update it if necessary.

7. Repeat these steps until all the required data is included.

8. Create the electronic file:

   1. Select Staff Template File or Staff Assignment File.

   2. Select Accept, and then OK.

   3. Download the .csv file from the View Files page..

The default file names are:

• Staff Template File: <Administrative Unit Number>_staff_snapshot_<YYYYMMDDhhmm>.csv

• Staff Assignment File: <Administrative Unit Number>_staff_assignment_<YYYYMMDDhhmm>.csv

For detailed information about the report’s file layout, refer to PA PIMS Report - File Layouts and Data Mapping.

Follow the State's submission procedures.