Use Categories to Share Reports

Ad Hoc Reporting Guide

Version
R2026.1.0
ft:lastEdition
2026-03-09
Use Categories to Share Reports

You can use the report categories in Reporting and Analytics > Reporting > Classic Reports to share ad hoc reports with other users in your organization. Most of the standard categories are mapped to another feature in Dayforce. Users who have access to these reports can run them in the corresponding features. Custom categories aren't mapped to other screens, but you can assign access to them to allow other users in your organization access to the reports they contain.

The following sections contain more information about how to share ad hoc reports within the ad hoc reporting feature and in other feature areas.

Share Report Categories with Other Reporting Users

You can share groups of reports with other users in your organization who have access to Reporting and Analytics > Reporting > Classic Reports. Access to standard reports is configured in System Admin > Roles, in the Features tab. There you can provide access to user roles to individual reports or to whole categories.

You can configure access to the custom categories that you create in Reporting and Analytics > Reporting > Classic Reports. This feature allows you to share groups of reports with other users in your organization. For example, if you want to share a group of benefits reports with the benefits administration team, you can put them in a custom category and provide the benefits administration users with access to that category. Those users can then access the reports in that category in Reporting and Analytics > Reporting > Classic Reports.

For more information about providing other users with access to your custom reports, see Create Custom Categories.

Share Reports with Users in Other Feature Screens

The report category functionality allows you to share reports with users in other features. Most standard categories are mapped to another feature in Dayforce. Reports in standard categories can be access in the features that they’re mapped to. To see an up to date list of the standard categories and their corresponding features, hover the cursor over the information icon in the Categories panel in Reporting and Analytics > Reporting > Classic Reports:

List of categories and their corresponding feature screens.

You can make a custom report available in another feature of Dayforce by moving it into the corresponding category. Standard reports are fixed in their categories. If you want to make a standard report available in a different feature, you can create a copy of it and move the copy into the other feature’s corresponding category.