Run reports

You run reports from the Reports Library. From the Main Menu , select Dataviews A configurable tool for analysing data and taking actions on a group of employees or an organisation. & Reports > Report Library.

  1. From the Report Library, click tap Run Report .
  2. In the Select Report panel, select a category.
  3. Select a report and then click tap Select.
  4. Enter the applicable report parameters for the selected report. Note that many of the parameters are specific to the report you are running, but the following parameters are common to most reports:

    5. When you clicktap Select Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). , the Locations & Hyperfinds panel opens. Here you can select from:

    Locations

    All Home A query that returns a list of employees associated with a manager's employee group. All Home finds people who are active employees or active users as of today. 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 Locations —All employees whose primary job is in the manager's organisation group as well as employees who have a shift in the manager's organisation group for the time period loaded.

    Ad Hoc — If you have access to create Hyperfinds, your personal ad hoc searches are listed here.

    All Home — All employees whose primary job is in the manager's employee group

    All Home and Eligible — All employees whose primary job is in the manager's employee group as well as employees who are eligible to transfer into 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.

    All Home and Schedule Job Transfers* — The asterisk denotes that this option is an optimised version of All Home and Scheduled Job Transfers

    Eligible But Not Home — Employees who are eligible to transfer into the manager's employee group, but are not members of the group.

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

    If you have access, this opens the Hyperfind Editor so you can create a custom Hyperfind.

    If you have access, this opens the Select Locations glance (also known as a contextual call-out) Provides information and actions in a dialogue box for an item on the screen when the user right-clicks or taps the item., so you can select a location.

  5. Note: You can run or schedule large reports (up to 10K employees or locations) using any of the report output types. However, consider using CSV instead of Excel for large reports. CSV output can save considerable rendering time.
  6. Click Tap Run Report. One of the following messages appears:
  7. In Progress. Report is running.
  8. Success. This report may take a long time, we will notify its progress.
    9. Note: If you receive the "long time" message, the report is listed in the Upcoming Reports section of the Report Library page as well as on the Reporting Jobs page. When the report is completed, an email notification is sent you.
  9. When the report finishes, the following success message appears. Click Tap OK to open the report.
  10. The report is completed
  11. If there are errors, the following error message appears. Correct the error and run the report again.
  12. The report failed

You can run reports directly from the Report Library or you can select a subset of employees in a Dataview or application page and use the GoTo control to navigate to the Report Library. When you run a report after using the GoTo control, the report provides the Previously Selected Employee(s) Hyperfind option, which enables the report to return data only for the employees selected on the Dataview or application page. There are, however, some exceptions:

  • The following standard reports only pass the timeframe context from the original application. They do not pass the Hyperfind context:
    • Location Schedule – Weekly
    • Location Schedule Detail – Weekly
  • The following standard report do not pass any context (timeframe or Hyperfind) from the original application. You must set the context before you run the report.
    • Audit Report
    • People Audit Report
    • Security Report

Custom employee reports use the Hyperfind and timeframe selectors and also support the passing of context.

When you run a large custom report directly from the Run Reports page (also called an ad hoc report), the system automatically sends ad hoc report requests to the more efficient scheduling engine based on a sizing algorithm.

Note: This feature can be turned off and reports can also be configured to go to the scheduling engine regardless of the size of the results set. Contact your service representative.

The basics of the sizing algorithm are:

  • Calculate the size of a report by multiplying either:
    • Employees * Days
    • Employees * Locations (for example, business structure organisations and sub-organisations included in the report)
  • Default system settings use the following threshold values for each sizing factors:
    • 15 days
    • 600 employees
    • 1000 locations

By default, all custom reports use the sizing algorithm to determine whether an ad hoc report is executed by the ad hoc report engine or is sent to the scheduling engine due to its size. Standard reports do not use the sizing algorithm.

Note: If you need to change these defaults, contact your service representative.

If the report is scheduled, the status on the Run Reports page is Submitted and the following message appears in the panel:

Success. This report may take a long time, we will notify its progress.

The report is listed in the Upcoming Reports section of the Report Library page as well as on the Reporting Jobs page. While the report is running, it is listed in the In Progress section of the Report Library page. When the report is completed, the user who submitted the report receives an email notification that the report is completed and is ready to be viewed. The email includes the report name, status, error details, job name, scheduling details, and run as well as a one-click navigation link to the completed report on the Report Library page.

 

To access the slide-out panels if you are using an NVDA screen reader:

  • If you are using NVDA in focus mode, press Tab to progress through the edit fields, combo boxes, and buttons within the panel.
  • Interacting with content in browse mode using NVDA will read additional read-only content within slide-out panels.
  • Press space to activate buttons, use arrows to select radio buttons or check boxes, and press space to expand combo boxes .
  • If space does not open a combo box, press Enter to expand the drop down.
  • Press Tab to access the options list within the combo box and press Enter to select and collapse.
  • Press the Apply button to confirm selections that may open additional slide-out panels .
  • Press Cancel, Close, or Escape to exit slide-out panels.
  • Note: Interacting with content in browse mode using NVDA will read additional read-only content within slide-out panels.
  • If space does not open a combo box, press Enter to expand the drop down.