Page 11 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Part 2: Create a complex Adhoc report definition
1. Navigate to Reports > Adhoc.
2. Press the blue run icon beside the report labeled “Z_Person Configuration” and
review the included data fields.
3. Press the edit icon beside the report titled “Z_Person Configuration”.
4. Press the Save button.
5. In the popup window, update the report name to “HR Employee Audit Report”
and add to the “People” Dashboard.
6. Select the Custom Columns tab.
7. Press the +Custom Column button.
8. Complete the fields of the Custom Column Builder as indicated below:

Name: Format As: Currency
Wrap Rate Aggregate As: None
Column [Rate Cost Rate] * [Person Wrap Rate]

9. Press the Save button.
10. Select the Report Columns tab.
11. Modify the items shown in the Report Columns field as indicated below (Hint:
Press the CTRL button to select multiple items.):

Report Columns
Person Organization Code
Person Last Name
Person First Name
Person User Name
Person Employee Type Name
Rate Cost Element Code
Rate Cost Structure Name
Rate Classification
Wrap Rate

12. Press the Save button.
13. Press the Run button to assess whether the resulting report meets the HR
Director’s request.

Activity 1.2 – Modify an existing Adhoc report
The report output as created in Activity 1.1 Part 2 is displaying multiple records
for individual users. To improve the readability of the output, modify the report
definition such that only one record is displayed for each user and all records are
grouped and sorted by Person Organization and Last Name. Login as Frank Controller,
the system Administrator (fcontroller/welcome).

Activity Steps

LESSON 1: ADHOC REPORTS
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