Using Report Center

To assign administrator permissions for Report Center, use Action Search→Manage Permission Roles→Administrator Permissions→Manage Dashboards/Reports:

• Report Center
• Share Reports to Groups and Roles
• View All Schedules
• Schedule Reports to FTP Destination

To assign User permissions for Report Center, Action Search→Manage Permission Roles. Select the following permissions, under User Permissions→Reports Permission:

• Report Center
• Schedule Reports

• Report Table - This report was previously known as AdHoc Reports. This report allows you to create custom reports and share them across the organization. Allows Single, Multi, and Cross Domain reports. Multi and Cross Domains allow users to create a report from different modules.
• Report Custom - This report is AdHoc with a custom template.
• Report Canvas - This feature used to be known as the Online Report Designer. Allows you to build free-form reports by dragging and dropping report components such as tables or charts onto a canvas.
• Tiles and Dashboards - These reports allows you to build new analytic tiles using a simple wizard. You can combine tiles into dashboards and make tiles available to the home page and mobile devices. There are no standard dashboards for Compensation.

Here’s how to create a report table:

1. Navigate to Reporting→Report Center
2. Select New to create a new report
3. Select Report-table
4. Select how you want to structure your report:
   • Select Single Domain to generate a report on one report domain (for example, Compensation Planning).
   • Select Multi/Cross Domain to generate a report that contains multiple domains (for example, Compensation planning + Compensation Eligibility + Job Information). Multi domain will generate a spreadsheet with separate tabs for each domain while Cross Domain will consolidate the information from all domains in one tab.
   • For Data Set, select the template source of the report. When using multi data set, you can add multiple templates.
   Note

   Promotion-based information may be added to these reports as well. For EC-enabled templates promotion data is exported from EC. Non-EC customers will generate this data from job selector fields within the compensation worksheet.

5. In the General Info tab, enter the report name
6. In the People tab, select the reporting scope. Use Team View as Team reporting type when defining people scope so that only managers can see data in the report. When other filters is used, the viewer with RBP role assigned can access a particular domain for a specific target population.
7. View the Data Set tab, which refers to the compensation plan data source.
8. Select Columns or compensation fields you want to include in the result.

   Select Enable Distinct to avoid duplicate entries in the output.

9. Configure Data Types is optional. You can modify the data output for Date, Time, and Picklist fields.
   • Data Type Configuration - Select either Date or Timestamp data output.
   • Show Value Id Configuration - Select Id or Value for picklists data output.
10. Select Filters to help you refine the data (columns) that you selected for the report.
11. Select Save.

Use the Report Center Admin and user guide in help portal on how to create Report Custom (AdHoc report with Custom template) and Report Canvas (Online Report Designer).

Here's how to create a Tile in Report Center:

1. Click New to create a new report.
2. Select Tile.
3. Select domain report. Enter the report name on the general info.
4. Select Report Type and reporting scope in People and Datasets. You can apply filters for Division, Department, Location, and any other custom filters created in the data model.
5. In the Chart Data tab, select the chart type. Category is the column you want to group by, for example, Rating. Metric is the value which should be calculated, for example, Merit.
6. Select the Calculation for the function that you want to apply.
7. Refine criteria by using filters. Use Drill Down Columns to display additional entries than the chart.

When the tile is created, it can be made available to the home page/or mobile. Tiles can be combined to create a dashboard and tiles can also be used on Insights panel.

Here's how to construct a tile-based dashboard:

1. Navigate to Reporting Report Center.
2. Click New to create a new report.
3. Select Dashboard.
4. In the General Info tab, create a name for the Dashboard.
5. Select previously created Tiles, by using the Add Tile button. You cannot build or edit tiles in this tool, just combine existing tiles into dashboards. If you want to edit Tiles, use the tile edit builder. You can combine tiles from all different products excepts recruiting tiles.

As the managers work on various topics such as compensation, helpful and relevant information is displayed in a pop-over and they can continue to work on the page while the panel is open.

Here's how to enable Insights for Compensation:

1. Use Action Search and enter Manage Insights.
2. From the list of panels, enable the Compensation Insight panel.
3. From the available tiles, select the tiles you want to be displayed in Insights.
4. Select Save.
5. Assign user permissions for Insights by using Action Search→Manage Permission Roles. Select the Insights permissions under User Permissions→Reports Permission. Users can access Insights panel on Compensation Inbox and Worksheets.