Using interactive reports

Work with an interactive report

With interactive viewer, you can customize reports based on your needs and preferences. You can do the following on reports containing up to 200 pages:

• Change the width of columns and move and remove columns to improve presentation or change the order of data in a report.
• Sort data in a column in ascending or descending order
• Organize data columns into groups and create computed columns.
• Create aggregate data such as sums, standard deviations, rankings, and differences.
• Change group and column headers and customize pagination in a multipage report by defining page breaks before or after groups.
• Hide columns as well as report elements and hide duplicate data rows in a column, or a group.
• Create calculations to count elements or provide more complex financial data over time.

A report or report element often provides more information than you need. You can display specific rows of a report by using a filter. For example, instead of listing all employees, you can create a filter to list only the employees for a particular week or a specific region.

In interactive viewer, select and right-click an area in the report. The context menu varies depending on the type of content selected. Access Help in Workforce Dimensions and search on interactive reports for more details on using some of the context menu items.

Options include the following:

Run an interactive report

1. Access the Main Menu > Dataviews & Reports > Report Library and click the Run Report icon.
2. In the Select Report panel, select a category to display the list of reports that you can run.
3. Select a report and click Select.
4. In the selected report panel, enter the applicable report parameters. Note that many of the parameters are specific to the report you are running, but the following parameters are common to most reports:

Timeframe

• • Previous, Current, or Next Pay Period
  • Previous, Current, or Next Schedule Period
  • Week to Date
  • Last Week
  • Yesterday
  • Yesterday, Today, Tomorrow
  • Yesterday plus 6 Days
  • Last 30 Days
  • Current Week
  • Last 90 Days

You can also click Select Range and select the start and end date. Note that the range must be under 365 days.

Hyperfind

• • When you click Select Hyperfind, the Locations & Hyperfinds panel opens. Here you can select from:
    • Locations
      • All Home Locations — Finds current employees assigned to locations to which the manager has access. The manager can also see any employees in his or her employee group.
    • Hyperfinds
      • All Home — Finds active employees who are part of the manager’s employee group.
      • All Home and Scheduled Job Transfers — Finds:
        • Employees in the manager's employee group or business structure to whom he or she has access.
        • Employees in the manager's employee group or business structure whose account or primary job is the assigned account or job during the time specified in the search.
        • Employees whose account or primary job is different, but who are scheduled to transfer into the manager's employee group or business structure.

Note: The query with an asterisk — All Home and Scheduled Job Transfers* — is an optimized version of All Home and Scheduled Job Transfers.

• • • • Employee with Leave Cases — Finds employees in the manager's employee group who have active leave cases.

Output format

• • Select Interactive

5. Click Run Report. The following message appears:

 In Progress. Report is running.

6. When the report finished, the following success message appears. Click OK to open the report.
7. In interactive viewer, select and right-click an area in the report. Select options from the context menu to personalize the report.