In Reporting and Analytics > Reporting > Reports, you can open existing reports or create ones. With the tab functionality of the report designer you can open and work on more than one report at a time, and you can enable automatic previews to view sample data that is updated each time you make a change.
Dayforce opens a new tab for each report that you open. You can add columns and filters, specify group by and sort by on fields, add totals, and specify default layout settings.
When you open a report in the report designer, Dayforce loads a preview of the report data. A message at the top of the screen reminds you that the data displayed is a limited sample. You can click the X to the right of the message to close it; the message is closed until after you log out and log in again.
In the report designer, you can update the preview as you make changes. Click the Preview button, then Run Preview from the drop-down list at any time to view a refreshed sample of records. After you make changes to the report, click Preview, then then Run Preview again to refresh the view. You can selection other options from the Preview button drop-down list:
- Enable Auto-Preview: Select this option and Dayforce updates the sample display every time you make a change. When auto-preview isn’t enabled, you must click Preview to update the sample data.
- Customize Preview: Click this option to adjust the way the data is filtered in the preview.
At any time while editing your report, you can click Refresh to revert your changes. When you click Refresh, Dayforce reverts the report back to the last time you saved it. This includes removing filters, groupings, and totals that you added since the last save.
The following sections contain more information on the following actions that you can carry out in the report designer: