Unpublished Reports

When you create a report, it is unpublished. Before managers can access the report, you must publish it. When you publish a report, you add a number of display options that are used when users run reports. After you publish the report, you must add it to a Report Data Access Profile and assign it in a manager's People Information record.

From the Report Management - Unpublished Report page:

  1. Select a report and click tap Publish. .
  2. In the New Published Report window, provide the following information:
    • Report Name — Enter the name of the report
    • Description — (Optional) Enter a description.
    • Label — (Optional) Enter the name that is displayed in the user's list of published reports.
    • Default output type — Select from:
    1. PDF
    2. Excel
    3. Interactive
    4. CSV
    • Currency Displayed As — Select Logged-in User or Employee Assigned
    • Category — Select the category or domain of the published report. The category is used to organize the published reports. For example, if you are publishing a Time Detail report, it should probably be organized within the Timekeeping category.
    • If necessary, you can publish the report in more than one category.
    • Report parameters — Although the parameter list cannot be modified, you can modify the parameter label and whether or not it is mandatory or displayed to the user.
    • To change a parameter, select it, click tap Edit then make the necessary changes.
  3. Click Save.

By default, when you publish a report, it can be accessed by the All Reports data access profile. See Reports data access profiles for more information.

Note: By default, only the person who created an unpublished report can delete it. If you did not create the unpublished report, you must publish it and then delete the published version.

  1. From the Report Management - Unpublished Report page, select a report and click tap Delete .
  2. Review the warning and, if you still want to delete the report, click tap Yes
  1. From the Report Management - Unpublished Report page, select a report and clicktap Edit .
  2. Report Studio opens in a new tab. From here you can edit the report. See Design and administer reports for more information.

Report Studio is the framework in which you design reports. To access it:

  1. From the Report Management - Unpublished Report page, select a report and click tap Create .
  2. Report Studio opens in a new tab. From here you can edit the report. See Design and administer reports for more information.