After you configure a pivot table on a report, you can preview it in the report designer to make sure that it's set up correctly. For more details on configuring pivot tables, see Configure Pivot Tables.
Note: The pivot table preview shows a limited sample of the data. You need to run the report to see the entire pivot table.
To preview a pivot table:
- Go to Reporting and Analytics > Reporting > Reports and open the report that has the pivot table that you want to preview.
- Click the Pivot table tab. If auto-preview is enabled, Dayforce shows the preview data. If the preview isn’t shown automatically, continue to the next step.
- Click Preview, then Run Preview from the drop-down list.
- Enter values for any required filters and edit the optional filters as required.
- Click Preview as Pivot.
If you have a pivot preview open and you want to change the filter options and update the data shown, you can click Preview and then select Customize Preview in the drop-down list. In the Customize Preview slide-out panel, and you can update the filters and view the pivot table configuration information; then click Preview as Pivot to update the preview data.
After you configure your pivot table and preview it, you can generate the pivot table output. See Generate Pivot Tables.