Reporting 2.0 - Create Report

Reports are created by clicking the Create Report button on the Reporting homepage. This will open the Create Report page for Reporting 2.0.

Note: Users who belong to the LXP_Admin and LXP_Manager groups can only create reports by using the System Templates.

To access Reporting 2.0, go to Reports > Reporting 2.0.

Hide/Display Builder Tab Sections

You can hide or display any section in the Builder tab. To do this, click the Show/Hide Report Options icon in the upper-right corner of the Builder tab. Then, toggle on or off the Header, Filters, or Charts options in the Designer Options section.

Compensation Field Currency Conversion

The currency conversion option is available when using Compensation fields so that you can convert the currency. The option only displays when a Compensation field is added to the report. Fields from the following sections will enable the option to display:

  • Compensation
  • Compensation Task
  • Compensation Task Approval
  • Current Compensation

Share Report

For information about the share report option, which is available by clicking the icon in the upper-right corner of the Builder tab, see the Share Report topic in Online Help.

Report Delivery and Scheduling

For information about the report delivery and scheduling options, which are available by clicking the icon in the upper-right corner of the Builder tab, see the Report Delivery and Scheduling topic in Online Help.

Data Panel

The report fields that are available to you based on your permissions display in the Data panel. The fields are sorted alphabetically into groups. The only groups that display are the groups for which you have permission to view. The fields that are available within each group are the fields for which you have permission to view.

Builder Tab

The Builder tab is where the report is built. Fields are added to this section, as well as filters and the report name.

The following sections display:

My Reports Folder Option

Pre-Step Note: You must have at least one folder created on the homepage in order to add the report to a specific folder other than adding it to the My Reports area. Folders cannot be created from within the Report Builder.

The My Reports option at the bottom of the Report Builder lets you determine the folder you want the report to be stored in when creating or editing a report. Folders let you organize and manage the distribution of your reports, and you can share the folders with others. Also, you can group reports together based on your own criteria or themes, enabling you to easily find the reports you need.

To add the report to a folder, click the My Reports drop-down. Select the desired folder from the drop-down, then click Save when you are ready to save the report.

After the report has been saved, it will save to the selected folder and remain in the folder for as long as you own the folder. If the folder is one that has been shared with you, the system will save the report to My Reports by default.

Preview Tab

Clicking the Preview tab for the first time will refresh your report and provide you with a preview of the report you have built. If you make additional changes after previewing, you will need to click the Refresh button.

Preview data shows the first 1,000 rows of data. Any filters you have hidden in Properties will remain hidden in the preview, as well as any restrictions made.

Save and Close Report

At the bottom of the page is the Save and Close bar. The bar is responsive, meaning that as you adjust the size of your browser window or scroll up and down the page, the Save and Close buttons are always visible. Click Save or Close to save your report. When Close is selected, you are brought back to the report landing page.