Run reports

You run reports from the Reports Library. From the Main Menu , select Dataviews & 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:
    Timeframe
    • Previous Pay Period
    • Current Pay Period
    • Next Pay Period
    • Previous Schedule Period
    • Current Schedule Period
    • Next Schedule Period
    • Next Schedule Period + 1
      • Displays the timeframe corresponding to two Schedule Periods in the future. For example, if your default Schedule Period is configured as Weekly, Next Schedule Period + 1 displays the Schedule Period two weeks out from the Current Schedule Period.
    • Next Schedule Period + 2
      • Displays the timeframe corresponding to three Schedule Periods in the future. For example, if your default Schedule Period is configured as Weekly, Next Schedule Period + 2 displays the Schedule Period three weeks out from the Current Schedule Period.
    • Week to Date
    • Month to Date
    • Last Week
    • Yesterday
    • Tomorrow
    • Yesterday, Today, Tomorrow
    • Yesterday plus 6 Days
    • Last 30 Days
    • Current Week
    • Last 90 Days
    Hyperfind

    When you click tap 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 employees with a primary labor category assignment that is part of the manager’s employee group.

    The employees are currently active employees or active users.

    All Home and Scheduled Job Transfers — Finds:

    • Employees in your employee group or organizational group to whom you have access.
    • Employees in your employee group or organizational group 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 your employee group or organizational group.

    All Home and Transferred In — Finds:

    • Employees in your home account or organizational group who worked in the specified job or account during the time specified in the search.
    • Employees who transferred into the specified labor category and employees who worked this category as their primary labor category.
    • Employees whose primary job or labor category is different, but who transferred into the specified labor category or organizational job during the specified time period.

    All Home and Transferred-in to both labor category and location — Finds both of the following:

    • All employees in the manager’s home location (defined using an employee group)

    AND

    • Employees who have transferred into the manager's assigned labor categories (as defined in an employee group) and the manager's assigned locations (also as defined in an employee group) in the same worked span.
    Note:

    The following setting in System Configuration > System Settings > Global Settings determines which one of the "All Home and Transferred-in Hyperfinds" displays:

    global.hyperfind.display.inclusiveExclusive.filter.switch — Controls the visibility of two standard "All Home and transferred-in" Hyperfinds. Select one of the following:

    • Transferred-into Jobs "OR" Labor Categories (inclusive) — The All Home and Transferred-in to both labor category and location Hyperfind will not be visible. Additionally, the Exclusive transferred-In filters will not be visible in the Time management category when you access Hyperfind filters in the Hyperfind Editor
    • Transferred into Jobs "AND" Labor Categories (exclusive) — The All Home and Transferred-in Hyperfind will not be visible. Additionally, the Inclusive transferred-In filters will not be visible in the Time Management category when you access Hyperfind filters in the Hyperfind Editor.
    • ALL — Both the All home and transferred in AND the All Home and Transferred-in to both labor category and location Hyperfinds will be visible. Both the Exclusive AND Inclusive Transferred-In filters will be visible in the Time Management category when you access Hyperfind filters in the Hyperfind Editor.

    For more information, see Hyperfind queries.

    Output format
    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.
  5. Click Tap Run Report.
    One of the following messages appears:

    In Progress. Report is running.

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

    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.
  6. When the report finishes, the following success message appears. Click Tap OK to open the report. The report is completed

    If there are errors, the following error message appears. Correct the error and run the report again.

    The report failed

Run reports from a Dataview or application page

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 reports 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.

Run large custom reports

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 UKG 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 organizations and sub-organizations 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 UKG 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.

Accessibility note

  • If you are using the keyboard or screen reader in focus mode, press Tab to progress through the edit fields, combo boxes, and buttons within the slider.
  • Press space to activate buttons, use arrows to select radio buttons or check boxes, and press space or Enter to expand combo boxes.
  • Press Tab to access the options list within the combo box containing a Search field and press Enter to select and collapse.
  • Press the Apply button to confirm selections that may open additional sliders.
  • Press the Cancel or Close button, or press Esc, to exit sliders.
    Note: Interacting with content in browse mode using NVDA will read additional read-only content within sliders.
    Note: If invalid date is entered in input fields, there may be errors that are announced, or the focus will remain in the field until you enter correctly formatted data.