Run Ad Hoc Reports

You can run ad hoc reports in various places in Dayforce:

In the Reports dialog box, which you can open by clicking Reports in feature screens that have reports available.
In the report card, which you can open by clicking a report name in Global Search results.
In the ad hoc reporting landing page in Reporting and Analytics > Reporting > Classic Reports.

If the report you’re running has a pivot table configured, you can run the pivot instead of the base report. See Generate Pivot Tables.

To run an ad hoc report:

Select the report that you want to run. How you do this depends on where in Dayforce you’re running the report:
- In a feature screen, click Reports to open the dialog box and select the report from the list on the left side.
- In Global Search, click the report name in the search results to open the report card.
- In Reporting and Analytics > Reporting > Reports, select the report in the report library list.
Run the report by completing one of the following actions:
- Click the Run drop-down list in the toolstrip, then click Report.
- Note: You must complete steps 3 to 5 to run the selected report.
- Click Run Report in the Filters tab. The report starts running without displaying the run report dialog box.
Enter values for the filters and parameters of the report. Mandatory items are marked with a red asterisk.
Expand the Output and Page Format Options panel. Configure the following settings in the Output Options section:
- Report Header Display Name: (Optional) Enter an alternate title that will be displayed in the report header instead of the report name.
- Include filter criteria: Select the checkbox and the filter values that you specify when you run the report are displayed in the report header.
- Only Include Unique Records: Select the checkbox and Dayforce includes only distinct records in the report output.
- Note: Dayforce clears this option if you have it enabled and then add totals on the report. This option can't be used together with totals because all records (not just unique ones) must be included to generate an accurate total. Consider an example with a SUM function where there are three records that all have the value of 40. With Only include unique records selected, only one of these records would be included in the sum and the total would be 40. With the checkbox cleared, the total is correct at 120.
- Max Number of Records: Enter a number in this field to limit the maximum number of rows that are included in the report. You can include a maximum of 900,000 rows in a report.
- Report Type: Select Base report to run the base report. If the report has a pivot table configured, you can select Pivot table generate the pivot table. See Generate Pivot Tables.
- Output Format: Select the file format that you require for the report output.
Configure the following settings in the Page Format Options section:
- Excel Format (these settings are enabled if you select an Excel format option in the Output Format drop-down list):
  - Suppress formatting in Excel output: Select this checkbox and Dayforce removes all formatting from the report output, including headers, grouping information, and totals.
  - Suppress formatting - Include Totals in Output: Select this checkbox and Dayforce removes all formatting in the output, but it still displays totals.
- PDF Format (these settings are enabled if you select PDF for the output format):
  - Orientation: Specify whether the PDF output uses landscape or portrait orientation. Dayforce fits PDF report output to one horizontal page, so landscape can be the better option for reports with a large number of columns.
  - Paper Size: Select a paper size in the drop-down list.
  - Repeat column headers on each page: Select this checkbox and Dayforce includes the column headers on each page of the PDF output. By default, this checkbox is cleared, and the headers appear just once at the top of the report.
Click Run Report: Dayforce generates the report according to the options you selected and delivers it to your Message Center inbox.