You can create a report starting with a new dataset. You can use this method to create a report when the existing report topics don’t meet your organization's specific reporting needs. When you start a report with a blank dataset, you can add the entities and fields that you need as long as the data can be joined with the other entities that you add.
Note: It’s recommended that you have an understanding of SQL and XML, database management, and Dayforce's database fields to use these advanced features.
The first part of creating a new dataset is selecting the primary entity, which forms the base for building the dataset of the report. All entities are assigned to categories according to the modules that the data comes from. When you’re selecting a primary entity, you can filter the list by selecting one or more categories or by entering keywords. Other entities that you want to use must be able to be joined back to the primary one. You can't change or remove a report’s primary entity. If you need to change the primary entity, delete that report and start again.
To create a report starting with a new dataset:
- Go to Reporting and Analytics > Reporting > Reports, click the Create button above the list of reports, and then click New Report.
- In the Create a report screen, filter the list by selecting one or more categories or entering keywords related to the data that you need in the report. Dayforce can display only 100 entities in this list.
- Select a primary entity. You can click any entity to view more information about it on the right side of the screen. Similarly, you can view more information about individual fields within the entity by clicking them.
- Click Create Report. The report designer opens with the empty report in a new tab.
- Add more entities to the report dataset as required. See The Report Dataset.
- Add columns in the report.
- Click Save As.
- Continue editing the report. See Edit Reports.