Add Fields to the Report Dataset

The Add fields from datasets panel on the left side of the screen in the report designer shows the entities and fields that are in the report's dataset. You can use the functionality in the Add a Field screen to find and add other related entities to the report. Then you can use these added fields in your report's columns, filters, grouping, totals, and custom fields.

To add fields:

1. Click Fields and select Add Field from the drop-down list.
2. In the Add a Field screen, find the entity that contains the fields that you want to add.
3. Select the entity that you want to add from the list of results. If you want to add a specific field as a column in your report, you can select that field and Dayforce adds it to the report in addition to adding the associated entity to the dataset.
4. Note: The entity is added only to the dataset for the report that’s currently open. If the report is based on a topic, the entity isn’t added to the topic.
4. If the entity you’re adding is an aliased entity (that is, you’re adding an entity that already exists in the report's dataset), enter a display name for the entity.
5. Do one of the following:
   • If you need to add more fields, click Add Another.
   • If you're finished adding fields, click Add to Report.

When you add an entity to the report dataset, Dayforce creates the necessary relationships to join it with the existing entities. Dayforce might also add other related entities to the dataset if they’re required to make the joins. You can view and edit relationships in the Relationships slide-out panel. See Configure Data Relationships.