The Field Selection from Dataset panel on the left side of the screen in the report designer displays the entities and fields that are in the report's dataset. You can use the functionality in the Add Field dialog box 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:
- Click Fields and select Add Field.
- In the Add Field dialog box, find the entity that contains the fields that you want to add.
- 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.
- 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.
- 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.
- Do one of the following:
- If you need to add more fields, click Add Another.
- If you're finished adding fields, click OK.
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 dialog box. See Configure Data Relationships.
If you add fields to a report that was originally based on a topic, Dayforce displays an asterisk next to its topic name in the list of reports in Reporting and Analytics > Reporting > Reports.
If you remove the entities that you added so that the dataset returns to that of the original topic, the asterisk is no longer shown.