Organize data in a simple table

1. From the Main Menu, select Administration > Application Setup.
2. From the Setup page, select Common Setup > Unpublished Reports. The Report Management - Unpublished Reports page opens.
3. Click Tap Create . Report Studio opens in a new tab with the report template displayed.
4. If no report data objects are listed:
   1. Click Tap the layout pane (the block labeled Select and drag item to insert the available data). The Select Data glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item. opens. Note that Data Objects is the only option available.
   2. In the Select Data glance, select the applicable report data objects from the Available Data box and move them to the Selected Data box. When finished, click tap OK. The selected data object are now listed in the Data column on the left side of the screen.
   3. If you need to change the listed data objects, click tap Manage Data .
   4. To change the order of the data objects click tap the Data Set Order arrow or select Data > Manage Data from the tool bar.
   3. To review the possible columns, expand the applicable report data object and then expand the corresponding BaseDataSet.

To create a table:

1. Select Insert > Table > Table to open Table Builder.
2. Table Builder contains two tabs: Data and Filter.
2. From the Data tab:
   1. Expand the Use Data From drop-down list and select the desired report data object. You can only select one report data object.
   2. Expand the report data object to display the possible columns.
   3. Hold down the Ctrl key and select the columns to include in the table and then click the right arrow to move them to the Current Column Selections box. You can change the order of the columns by using the up and down arrows.
   4. Note: The Current Measure Selections box is used for summary tables. See Organize data in a summary table for more information about using this box.
3. To narrow down the selected data, select the Filter tab.
   1. Click Add Filter.
   2. Select the data object in the Filter By drop-down list.
   3. Add a condition and value.
   4. Click OK.
3. Click OK in Table Builder. The table displays in the report.
4. Right-click anywhere in the table and select Properties.
5. In the Properties panel, give the table a name, make any applicable formatting edits, then click Apply and Close.
6. If the report contains multiple tables, repeat steps 1—5 for each table.

When finished defining the tables, select Save and View , then do the following:

1. In the Save As box, enter the file name and description of the report, then click OK. The Parameters glance opens.
2. In the Parameters glance, provide the applicable information for the selected parameters for the report.
3. Time Frame

   • Start Date — Enter the time frame start date.
   • End Date — Enter the time frame end date.
4. Hyperfind Selector

   • Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). — Expand the drop-down list and select one of the following:
   • Note: The numbers at the end of each Hyperfind listed are the Hyperfind IDs used in Report Studio.

   • Hyperfind Displayed in Product	Used By		Description
     	Employee Reports	Business Structure Reports
     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. - 1	x		Finds all active employees in the manager's employee group and/or business structure within the specified time period.
     All Home and Transferred In - 2	x		Finds all employees in the manager's employee group and/or business structure as well as those who have been transferred into the manager's group.
     Employee with leave cases - 2	x		Finds all active employees in the manager's employee group within the specified time period with leave cases.
     All Home and Scheduled Job - 3	x		Finds all employees in the manager's employee group and/or business structure, as well as those with jobs scheduled in the manager's business structure.
     Employee with all statuses - 3	x		Finds employees with all status such as Active, Inactive, and Terminated.
     All Home and Transferred In* - 4	x		This optimized, non-editable query (denoted by the asterisk) finds all employees in the manager's employee group and/or business structure, as well as those who have transferred the manager's group.
     All Home and Scheduled Job* - 6	x		This optimized, non-editable query (denoted by the asterisk) finds all employees in the manager's employee group and/or business structure, as well as those with jobs scheduled in to the manager's group.
     All Home and Eligible - 7	x		Finds all employees in the manager's employee group as well as those who are eligible to work in the manager's employee group.
     Eligible but Not Home - 9	x		Finds all employees who are eligible to work in the manager's employee group.
     All Home Location - 5001	x	x	This is the only Hyperfind used by business-structure- based reports in addition to employee-based reports.

   • HyperFindSelector_peopleIds
   • HyperFindSelector_locationIds
   • HyperFindSelector_orgIds
5. Show Chart

   In the Manage Parameters glance, select Yes or No to show a chart.

6. CSV_Export_Table_name

   Because only one table per report can output as CSV, enter the table name to export. If you do not enter a table name, the first table in the report that contains more than one column is used as a default and is exported to CSV.

   Note: Although CSV output can save considerable rendering time for reports that use simple tables, do not use CSV output for highly formatted tables.

7. CSV_Export_Column_Names_Order

   Enter the names of the columns (in the correct order) that need to be exported in CSV. Separate each name with a semicolon (;). If you do not define any columns, all columns are exported to CSV.

   If there are hidden columns in the report, do not enter the hidden columns name so they are not exported to CSV output.

   Note: Although CSV output can save considerable rendering time for reports that use simple tables, do not use CSV output for highly formatted tables.

   When finished, click OK. A preview of the report opens.

3. When finished designing the report, go to Unpublished Reports , click Refresh , and view the report. You can then publish the report.

If you need to modify the parameters, return to the report design and modify it as needed. For example, you may need to add CSV ouput manually to older custom tables.

To change the parameters, select Data > Manage Parameters. The Manage Parameters box displays all available parameters.

Select one of the following parameters and click Edit Parameters. If you need to delete a column, select the parameter and click Delete Parameter .