You can preview a report before you run it to view a sample of the records that are returned by that report. A report preview provides a sample of the data that will be generated if you run the report. It doesn’t usually contain the full set of data because the preview only shows the first 25 records in the report.
If a report has a pivot table configured, you can preview the pivot data, but the steps might be different from the procedure below. See Preview Pivot Tables. If Pivot Table is selected as the default report type in the Layout dialog box, Dayforce shows the Preview Pivot button instead of the Preview button. In this case, you need to change the default report type to preview the regular report.
To preview a report:
- Go to Reporting and Analytics > Reporting > Reports and select a report in the list.
- Click Preview. Dayforce opens the preview in a new screen.
- Click the Preview tab to view the sample data.
- Enter values for mandatory filters and then click Preview. Dayforce dhows a data sample.
- If the sample data represents the information that you need, you can click Run, Set Schedule, or Edit to continue working with the report.
The Preview screen shows five abs:
- Filters and Parameters: Shows the report filters and parameters.
- Preview: Shows first 25 results of the report, according to the filters that you selected in the Filters and Parameters tab.
- Output Options: Shows the default layout for the report. You can't edit the layout settings in preview mode; they can be changed when you run or edit the report.
- Details: Contains information about the report such as the category, topic, created by, updated by, created date, and updated date.
- Fields: Shows the names and descriptions of all of the fields (columns) in the report.
After you preview the report, you can use one of the following options to continue working with it:
- Refresh: Click to refresh icon to revert the report to the last time you saved it.
- Run: Click Run to open the run report slide out panel. See Run Ad Hoc Reports.
- Set Schedule: Click Set Schedule to schedule a report to run at a specific time.
- Edit: Click the pencil icon to open the report in the report designer for editing. For a standard report, Dayforce adds "Copy" to the name of the report, and after you edit you have to save it as a copy. For a custom report, you can edit the report and save the changes without creating a new copy of the report.
- Copy: Click the copy icon to open a copy of the report in a new tab in the report designer. Dayforce adds "Copy" to the name of the report and copies all other report properties. The Report Integration Name isn’t copied.
- Delete: Click the trash icon to delete a custom report.