Reporting Guide (New UI) – LinkHCM

Standard Reports

Nearly every screen in Workforce Link can be exported as a report
The Other Reports link on the dashboard has reports that you can run as-is, or that can be customized to your specifications

To create a new report:

Select the ‘Menu’ button in the top left
Select the my info icon then navigate to My Reports to review all the available report subjects (i.e. Payroll Reports, Time Reports, HR Reports, etc)
Select the report that most closely meets your needs

If the default report is sufficient, it can be exported as-is by selecting the Actions icon on the right then clicking ‘Export’
- Most reports can be exported in CSV, Excel, PDF, HTML, XML, or Text formats
- Use the dropdown to select the format you'd like to export the report into
- Click

Customizing Reports

Standard reports can be customized using filters or by adding/removing columns. Each section below covers utilizing filters

- Filtering by Individual Columns:
  - - By default, most reports will have a filter assigned to only display “Active” employees, you will see a filter on the right with “1” listed

- - - To also filter by a specific column, click the filter icon :

- - - - Click the tab ‘Column’ at the top to review all the available columns to filter by
        
        The dropdown on the left has the filter options (i.e. =, >, not in, is null, etc)
        
        The open field on the right is what value to filter for (i.e. active, terminated, etc)
        
        Once all filters have been selected, click to apply them
    - The report will now display less criteria based on your new filters

- Filtering by Employee:
  - - To access the employee filter, click the filter icon on the right:
      - Click the tab ‘Global’ at the top and pull the dropdown to select “Browse” to build a custom filter of employees
        
        On the ‘Employees’ tab, you can filter by specific employees, check the box next to the employees you’d like to filter by, then click
        
        If there are multiple pages of employees to select from, click at the end of each page to add those employees you’ve checked off and to continue to the next page
        
        On the ‘Company Groups’ tab, you can filter by employee groups (i.e. Filter Based Groups, Manual Groups, Individually Assigned Manager Groups, etc)
        
        Check the box next to the Group(s) you’d like to filter by then click
        
        You will then be prompted to confirm your selected Group(s) list, click ‘Yes’
    - The Employee Filter will then list the number of employees selected in the filter, click
- Adding/Removing Data:
  - - To add or remove columns from the report, select the Actions icon on the right then select 'Add/Remove Columns'
      - a. Search: Type into the open field to search for a particular column
        
        b. Available Columns: These are the available columns to pull into the report. Check the boxes next to the column(s) you want to add
        
        c. Add: Once the Available Column(s) have been selected, click ‘Add’ to add the columns to the report
        
        d. Current Columns: These are all the columns currently displayed in the report. Check the boxes next to the column(s) you want to remove or reorder
        
        e. Reorder Columns: Change the order of the Current Columns by checking the box next to the column then clicking the up or down arrows, multiple columns can be moved at the same time
        
        f. Remove: Once the Current Column(s) have been selected, click ‘Remove’ to remove the columns from the report
        
        Once the columns have been selected/re-ordered/removed to your specifications, click on to review the newly configured report
- Custom Settings
  - - Custom settings allows you to format and rename existing columns along with choosing which columns should be exported with the report
    - Select the Actions icon on the right then click Export Settings
      - Under 'Columns To Export' tab:
        
        Uncheck the boxes on the left to remove the column from exporting
        
        Click into the Custom Label column to change the name of the column
        
        When all the Export Settings are configured, select

- Custom Columns - up to 25 custom columns can be added to a report
  - - To add a custom column to the report, select the Actions icon on the right then click Add/Remove Columns
      - Click at the bottom
        
        Label: Enter the column name
        
        Type: Select the format the data should appear in (i.e. numeric, money, text, etc)
        
        Format: for all data types except text, select the format for the data
        
        Sum: Check this box to show a total of the column on the report
        
        Expression: Enter the formula that should be used to calculate the data using the Functions, Constants and Columns available on the right
        
        Functions: Select the function that will produce your desired data. The function will include placeholder values that will need to be replaced with fixed values, constants, or column variables
        
        Constants: Replace the placeholder values in the function with the appropriate constants to pull the constant into your calculation
        
        Columns: Replace the placeholder values in the function with the appropriate variable names to pull data from other fields into your calculation
        
        Select at the bottom to add additional Custom Columns
        
        Select the to remove unneeded Custom Columns
      - Once the custom columns have been configured, click
      - The custom column is then automatically added as the last column in the report under Current Columns, if needed check the box to the left to change the placement of the column
      - Select to review the report with the new custom column

Saving and Accessing Saved Reports

To add/save a report:
- Select the Actions icon on the right then click Save View As
  - - a. Name: Enter a name for the custom report
    - b. Description: Enter a brief description of what the report was configured for, or this field can be left blank
    - c. Tag: Enter a short tag, this can be used to categorize multiple reports containing the same Tag. This field can be left blank
    - d. Deletion Is Not Allowed: Check this box if other users should not be allowed to delete the report
    - e. My Default: Check this box if this should be the default view when accessing this screen
    - F. Share: Check this box to share the report with other users, they will be able to access the report by navigating to My Saved Reports and selecting “All Views”
- Select to save the settings or select to save the settings and review the report with the new updates

To access Saved Reports:
- The My Saved Reports library contains all pre-configured reports you have saved or report you have been given access to
  - - Select the 'Other Reports' link within the Reports widget on your dashboard
      - You can also access My Saved Reports by selecting the menu in the top left , click the My Info icon and navigate to My Reports > My Saved Reports
    - Select the play button on the left to Run Report. Depending on the type of report selected you can updated the filters to see different timeframes or review others saved versions of the report
      - Within the report, click the filter icon in the top right to update the date range, groups of employees, and data being pulled into the report
        
        In the Saved filter on the top, pull the dropdown to select the report view by name or select the Shared Views/My Saved Views to see the report list broken out
        
        My Saved Views - these are the configurations you have saved for the report
        
        Shared Views - these are other users configured reports that are shared with you or company related reports created by LinkHCM