Published Reports
The Report Management - Published Reports page lists the reports that have been published for your organization. From here you can edit, copy, or delete certain published reports as well as edit the display options. You can also access Report Studio to create or edit a report design.
Note: You create published reports from the Report Management - Unpublished Reports page. For more information, see Unpublished Reports
To access the Report Management - Published Report page:
From the Main Menu, select Administration > Application Setup > Common Setup > Published Reports.
The Published Reports page lists the following information for each published report:
- Report Name
- Description
- Label
- Output Formats — PDF, XSLX, Interactive, or CSV
- Category — The domain name, such as Timekeeping, Scheduler
- Report Data Object Name — The name of the Report Data Object (RDO) that was used to create the report
- Type — The type of report dictates whether or not you can copy or edit the report:
- Standard — Domain-specific reports that are shipped with the product. You can edit or copy these reports.
- Standard -Read Only — Domain-specific reports that are shipped with the product. You cannot edit or change these reports.
- Custom — Reports that were designed specifically for your organization. You can edit or change these reports.
- Custom - Read Only — Reports that were designed specifically for your organization. You cannot edit or change these reports.
For more information about report types, see Work with standard and custom reports.
The report editing page displays the name, description, label, and default output type as well as its domain category and selectable parameters. You may be able to edit the report based on the report type. You can edit the display options for all types of reports.
- Select a report and click tap Edit
. - In the edit window, change the following information as necessary:
- Report Name — Change the name of the report and select one of the following:
- Save changes everywhere that the name entity is used.
- Save as a new named entity.
- Description — (Optional) Change the description.
- Label — (Optional) Change the name that is displayed in the user's list of published reports.
Default output type — Select from:
Category — Change the category 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 Data Object Name — Displays the RDO of the original report. To change the RDO, click tap Edit
then make the necessary changes. Report Parameters — The parameters appear when the user runs a report. 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
Note:- Hide the TimeFrame parameter as an option when someone publishes a payroll-based custom report that runs only for the Pay Period time frame. Select the TimeFrame parameter. In Display, select False. Click Tap Apply.
- Hide the TimeFrame parameter as an option when someone publishes a report that uses only one RDO that is a WorkUnit Pay Period Productivity type, and if a Symbolic TimePeriod is configured for the RDO. Select the TimeFrame parameter. In Display, select False. Click Tap Apply.
- Change the Parameter Label of any target parameter to Targets when someone publishes a report that uses an RDO that is configured to have a target column. Example: Change Pay Period Fixed Paid Hours Target to Targets.
- Report Name — Change the name of the report and select one of the following:
- When you finish, click tap Save.
- Select a report and click Edit
. - In the Save as new Published Report page, select Save as a new named entity and enter a new report name.
- Modify the copied report as needed.
Note: You cannot delete a standard report.
- From the Report Management - Published Report page, select a report and click Delete
. - Review the warning and, if you still want to delete the report, click Yes.
- Select a report and click Create Design
. - Report Studio opens in a new tab. From here you can edit the report. See Design and administer reports for more information.