Preview Pivot Tables

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastPublication
2025-11-10T19:54:31.807000
Preview Pivot Tables

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 displays a limited sample of the data. You need to run the report to see the entire pivot table.

To preview a pivot table:

  1. Go to Reporting and Analytics > Reporting > Classic Reportsand open the report that has the pivot table that you want to preview.
  2. Click the Pivot table tab. If auto-preview is enabled, Dayforce displays the preview data. If the preview isn’t displayed automatically, continue to the next step.
  3. Click Preview.
  4. Enter values for any required filters and edit the optional filters as required.
  5. Click Preview as Pivot.

If you have a pivot preview open and you want to change the filter options and update the data displayed, you can click the down arrow next to Preview and select Customize Preview. The Customize Preview dialog box opens, 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.