Creating a Table Report

Objective

After completing this lesson, you will be able to create a Table report.

Table Reports

When you are looking for specific information quickly, Table reports can help organizations run just a portion of a report or combine reports. This easy-to-use tool lets users handpick the information to include, and quickly generates the reports in a format to fit their needs. Filters include options for people in a specific time zone, pay component, or cost center, to name a few. If an organization needs to run the same report regularly, the parameters can be saved to run the report again without additional setup.

A Table report can easily be previewed before generating the full report. Once the user is satisfied with the preview, a full report can be generated and exported.

Screenshot of a sample table report

When you create or edit a report, the report wizard contains a multi-step menu that includes General Info, People, Columns, and Filters.

  • General Info: This lists the report’s name, description, and data source (domain).
  • People: This allows you to select employees that will appear in the report.
  • Columns: This allows you to select columns you want to include and country-specific information.
  • Filters: This allows you to define limits on results. As an example, you may have your report only display employees in a specific time zone or office location.

Click Preview to preview your report. Click Generate to see the full report. After the report generates, you have the option to export your report in multiple formats.

Screenshot of the Editing page for a sample Job Information report showing the General Info screen

Table Reporting Domains

A reporting schema or reporting domain is a set of tables that contain data. By selecting a particular schema, you determine the type of data available in the report. For example, the Foundation Objects schema only has data from the Foundation Objects like location or department. Table 4 lists the reporting schemas available for Employee Central along with examples of how you might use them.

Table 4. Available Reporting Schemas for Employee Central

Reporting SchemaContainsUse Case
Person and Employment (As of Date)Employee data as of a given date (today by default)Report on all employees hired as of a certain date.
Job Information (Date Range)Employee data within a given date range, driven by job informationReport on all job information and status changes within a pay period.
Recurring Compensation (Date Range)Employee Data within a given date range, driven by compensation informationReport on salary changes within a certain date range.
Non-Recurring Compensation (Date Range)Bonus payout within a given date rangeReport on bonus payments within a certain date range.

Create a Table Report

In this simulation, you will create a Table report.

Steps

  1. Select Reporting from the Home dropdown menu.

  2. Click New.

  3. Click Report-Table and choose Select.

  4. Select Foundation Objects from the Report Domain dropdown menu.

  5. Click Select.

  6. Enter New Locations in the Report Name field.

  7. Click Save.

  8. Select the Columns tab.

  9. Click Select Columns.

  10. Select Location.

  11. Click the Select All button.

  12. Click Done.

  13. Click Save.

  14. Click Filters.

  15. Click Refine Criteria.

  16. Select Location.

  17. Select the checkbox next to created on.

  18. Select the By Rule tab and click Add Rule.

  19. Choose Greater than or equal to in the first dropdown menu.

  20. Choose the Date 2/28/2012 from the dropdown menu.

  21. Click Done.

  22. Click Done and then click Preview.

  23. Click Close.

  24. Click Generate.

  25. Click Close.

  26. Click Save.